SPORTRICK

In the main page of the user profile there is a list of all the customer's enrolments with their validity and cost. 

An icon defines the enrolment status:

ACTIVE

ACTIVE AND UNPAID

EXPIRED

EXPIRED AND UNPAID

REFUNDED

The house icon means that the enrolment onto the course was sold in another branch. To see which, just hover the mouse on the icon and the branch name will appear. In this case, the info provided in this manual will only be visible from the branch where the enrolment has been sold from.  

By clicking on the name of the course in the Purchased section of the user profile, it will be possible to see all the info about the enrolment onto a course and carry out the operations listed in this manual.

In this section you can find a printable list (rhough the Print button) of all the classes included in the course.  

Each class is identified by an icon indicating the following:

	the person attended the class
	the person didn't attend the class
	scheduled class

By clicking on the Detail button it will be possible to specify the following:

• attendance or absence
• assign tags to individual classes (useful as filters) 
• add notes about individual classes

If correctly planned (see manual), every time a catch-up class is booked, the system should automatically assign the corresponding tag.  This tag is useful to differentiate regular attendees from people that are catching up after missing a class. It is also useful for reports and analysis purposes.

The Delete button allows to cancel the user's reservation of a catch-up class
 

(and consequently the catch-up can be rebooked through the corresponding button on the right-hand side of the screen)

The enrolment can be renewed through the Renewal button on the right-hand side of the screen. 

To know more about the renewal procedure, please consult the corresponding manual.

In the summary table under the Info section, click on the Detail button to open a new detail window

1. click on Accounting to check/edit accounting details (through the Edit button):
   

• price
• sale date
• payment due date
• seller
• enable web payment: click on YES to enable the client to pay outstanding amounts related to this course via the E-Commerce profile 

In the summary table under the Info section, click on the Detail button to open a new detail window

On the right-hand side of the screen you will find a button under the General section to change course (click here to see how to enrol the customer onto another course)

In the summary table under the Info section, click on the Detail button to open a new detail window

On the right-hand side of the screen you will find a button under the Actions section to refund the cost of the course.  

Please refer to the manual about refunds for the full procedure.