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Class sessions and taking attendance

Follow sessions on the weekly schedule grid, add a student from the card, drag a student into another class; take attendance in the session detail and check the credit deduction.

Last updated: 22 August 2026

The Sessions screen inside Class Management opens on a weekly schedule grid: seven day columns and hour rows based on your working hours. Every class sits as a card in the cell of its hour, showing the time, class name, instructor and occupancy. Past hours are striped and disabled, today is highlighted; use the arrows at the top to move between weeks and Today to come back.

Below the card the enrolled students are listed. A student who is enrolled but whose details cannot be resolved (the customer record may have been deleted) is shown as "Participant details unavailable"; the row is never hidden silently.

Adding a student from the card

If the class has a free place, an Enrol a student button sits under the card; it does not appear on past, cancelled or full classes. Clicking it opens a small panel: search and pick the student, then pick their package and press Add. Because the class is already chosen, no wizard opens.

Packages that do not match the class are not hidden from the list; they appear disabled with a "does not cover this class" note, and the panel says so separately if none of them fit. If the class is full, you are asked to confirm before overbooking.

Moving a student to another class by drag and drop

Grab a student row under a card and drop it on the card of another upcoming class. The move is not applied immediately; a confirmation dialog first shows who is being transferred, from which class and to which.

  • Inside the free cancellation window only a confirmation is needed; the student's cancellation rights are not affected.

  • Outside the free cancellation window the dialog shows the package's cancellation-right status (how many are granted, used and left) and offers two choices: Move and use a right or Move without using a right. The decision belongs to the business; the first option is disabled when no rights are left.

  • If the target class is full you are asked to confirm that it will be overbooked.

A move does not touch the package ledger: the student's reserved credit stays where it is and only the class it belongs to changes. The enrolment is updated to point at the new class, so the Students list and the class detail show the right class.

These cannot be moved: a cancelled record, a record whose class has already started, and a record whose credit has already been spent (revert the attendance first). Moving to a different class is allowed for single-session enrolments; if the student's package does not cover that class you get a "This package does not cover the selected class" message. A programme-based (multi-session) enrolment can only be moved to another session of the same class.

Session detail and attendance

Click the top of a card to open the session detail with the participant list. You mark each participant with one of these statuses:

  • Pending: not marked yet.

  • Attended: attended the class.

  • No-show: did not come to the class.

  • Late cancellation: cancelled outside the free cancellation window.

  • Excused: did not attend, with a valid excuse.

  • Cancelled: the attendance was cancelled.

With the Bulk Attendance menu at the top right you can mark everyone on the list at once. The actions at the top let you edit the session, close it with Complete Manually or cancel it.

Credit deduction and what happens to the credit

The package credit is deducted automatically at the moment you chose in the class policy. An information message on the screen states when it will be deducted; once it happens, the package and the remaining credits appear on the participant's row.

When you change the status of an attendance whose credit has been deducted or reserved, the system asks a single question: Refund (the credit goes back to the package) or Forfeit (the credit stays deducted). The decision is entirely at the staff member's discretion. You can also request a refund when you later change a forfeited record to a status such as "Excused"; the request is applied whatever the previous status was.

Refunds made outside the cancellation window are taken from the package's cancellation-right pool; in that case a "Cancellation right used" badge appears on the participant's row. The package's cancellation rights are defined at the time of sale and are charged to whichever package was used.

Do not forget attendance when the class ends: attendance you have not entered piles up in the "Pending Attendance" counter on the Overview and in the action centre.

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