Enrolling lessons in a class
Enrol by selecting multiple lessons from the calendar; every selected lesson is its own record. Handle package credits, expiry overflow, full lessons, adding to another session and cancelling a lesson.
Last updated: 7 October 2026
You open the enrolment wizard from these places: the green Enroll Student button on the class detail, Add Student in the class detail's Students section (or Add Lessons on a student's row), the Class Management → Students page and Enroll Student on the Overview; for session plans, Action → Enroll Student on the plan detail. Enrolling needs the permission to manage class enrolments.
What does single-lesson enrolment mean?
Every record is a single lesson: there is no separate "enrolment type"; you get as many records as the lessons you select, and 1 session credit is set aside (reserved) from the package for each.
The student is not enrolled in later weeks automatically. When their selected lessons run out or they buy a new package, you select lessons again with Add Lessons.
Cancelling one lesson does not affect the others; the credit decision is made for that lesson only.
You can see how many lessons a student has left in the class detail's Students section ("N upcoming lessons", "N attended") and on the Class Management → Students page.
The wizard steps
- 1Customer
Pick the student with Search customers (name, phone, email).
- 2Class
Pick the class or the session plan; if you opened the wizard from a class detail, the class is preselected.
- 3Package, Subscription or Method
If the class allows both, first choose the Enrollment Method: Enroll with a package or Enroll with a subscription. Package Selection lists only the customer's active packages; if the package you pick has no service suitable for the class or no credits left, the "This package is not compatible with this class" warning appears. If the package has more than one service suitable for the class, answer "Which service should the credit be deducted from?".
If the customer has no suitable package, use Sell Package in the "No active package" box (or Sell a New Package at the top) to make a sale without leaving the wizard, then pick the new package from the list. With a subscription, pick one of the customer's active subscriptions under Subscription Selection.
- 4Lessons
Select the lessons to enrol in (detailed below).
- 5Note
Write an optional staff note.
- 6Overview
The selected lessons are listed as date badges. Press Save N Lessons.
Selecting lessons
On the Lessons step, upcoming lessons are listed on a date-ordered timeline with day headers; each row shows the time, lesson name, instructor and occupancy (enrolled/capacity). With a package, the nearest lessons come pre-selected automatically, one for each remaining credit (lessons after the package expiry and lessons the student is already enrolled in are skipped). Click a lesson to select or deselect it; Clear Selection removes them all. The strip at the top shows "N lessons selected (Remaining: X / Y)".
If you select more lessons than the package's remaining credits, a red warning appears: "The number of selected lessons (X) exceeds the package's remaining credits (Y). Reduce the selection or sell a new package." Continue stays disabled until you reduce the selection.
If a selected lesson is after the package expiry date, the amber "The package validity period is too short" warning appears and says how many lessons fall outside the package period. There are two ways forward: turn on "Extend the package → (last lesson date)" (the package expiry is extended to the last lesson; this needs the permission to extend package validity, otherwise you get "You don't have permission to extend a package's validity" when saving), or remove those lessons with "Remove overflowing lessons (N)". Continue stays disabled until you do one of them.
With a subscription, if you select lessons after the subscription's end date, the "Subscription period is too short" warning appears; these lessons cannot be booked, so remove them with "Remove overflowing lessons".
Lessons the customer is already enrolled in appear dimmed with an "Already enrolled in this session" badge, cannot be selected and are skipped by the auto-selection.
On full lessons the occupancy badge is red and says "Full"; if you select one anyway, a "Session Full" confirmation appears when saving — Yes, Enroll Anyway enrols beyond capacity.
The list loads as you scroll down; once the last lesson is listed, a "Show More Weeks" button appears below it and generates further sessions on the schedule.
After enrolment
When you save, the message "N lesson bookings created." appears. A package credit is reserved for each lesson (the actual deduction happens at the class's credit deduction timing) and the lessons appear under the student in the class detail's Students section. If you have a "When Someone Enrolls in a Class" automation, the student gets one message per enrolment.
To add lessons to an existing student later, press "Add Lessons" on their row in the class detail's Students section or on the Class Management → Students page — the same wizard opens with the customer pre-selected.
Quick enrolment from the sessions grid
On the weekly grid in Class Management → Sessions, Enroll Student under the card of a lesson with free places lets you pick the student and the package in a small panel without opening the wizard; pressing Add enrols the student in that lesson. This panel has no subscription enrolment and no choice of which package service the credit comes from: if the package has more than one service suitable for the lesson, the warning "This package has more than one service compatible with the class; please choose one" appears. Nor can the panel extend the package: if the package expires before the lesson, the student is not enrolled and the warning "The package expires before the planned sessions" appears. In these cases, or to enrol with a subscription, use the Enroll Student wizard.
Adding to another session
To add a student to one more lesson under their existing enrolment, click the student's status button in the session detail and choose Add to Another Session from the menu (opening the menu needs the permission to manage class attendance, and this option also needs the permission to manage class enrolments). The Target Session list shows the same class's upcoming scheduled lessons with their occupancy; full lessons say "Full" and cannot be selected. When you press Add to Session, the student is added to that lesson as an extra attendee; if the enrolment is linked to a package, 1 session credit is reserved from it, and nothing happens if there are not enough credits. If the lesson filled up after you picked it, an "Add and Exceed Capacity" confirmation is asked when saving; if the target lesson is after the package expiry, you are asked whether to extend the package. Your "When Someone Enrolls in a Class" automation runs if it is set up.
Moving to another lesson
To move a student from one lesson to another, drag the student's row on the Sessions grid and drop it on the target lesson's card. Depending on the package's cancellation-rights rule, the move may ask "Move and use a cancellation right / Move without using a cancellation right": after the window has passed under On late cancellations, before it closes under On timely cancellations. See the Class sessions and attendance article for the details.
Cancelling a lesson
In the class detail's Students section, when you choose Cancel Lesson on a lesson row under the student, the dialog shows the lesson date, whether it is within the cancellation window and the package's cancellation-right status and rule, and offers two choices: Refund the credit or Use up the session. The system's recommendation is marked: Refund the credit when the cancellation is free or, on a cancellation where rights are used, the package still has a right; otherwise Use up the session. You can add a reason if you like.
The dialog also asks "Who asked for the cancellation?". With Business (for example, the instructor is ill) the session credit is refunded, no cancellation right is used and the cancellation is not written to the customer's cancellation history; the credit options are hidden.
Refund the credit uses 1 of the package's cancellation rights on a cancellation where rights are used (after the window has passed under On late cancellations, before it closes under On timely cancellations); if no rights are left, or under On timely cancellations once the window has passed, you can still refund but no right is used.
If the customer told you in time, you can enter the notification time; the cancellation window is then measured from that time.
The message shown afterwards tells you the result: the credit was refunded, a cancellation right was used (with the number left), the session was used up, or the refunded credit cannot be used because the package has expired. If you have a "When a Class Enrollment Is Cancelled" automation, the student gets a message.
A student going on holiday
To cancel a student's lessons in certain dates in bulk or move them to later lessons, use Classes → Class Enrollments → Freeze on the customer detail: Cancel + Refund + Extend or Transfer to Later Lessons. It sends no SMS or automation message to the customer and uses no cancellation right; see the Freezing sessions for holidays and closures article for the details.
On mobile you enrol lessons from the class detail → Students tab → Add Student. It is a single scrolling form with five sections: Class, Student, Enrolment Source, Lessons and Note. Enrolling needs the permission to manage class enrolments.
Enrolment source
If the class allows both, you choose between Package and Subscription; when only one is permitted it is used automatically. In the package path mobile lists only the packages that still have credits and match the class's allowed services. If more than one credit type qualifies, a Package Service selector appears and shows the remaining credits for each.
Lessons — multiple selection
Upcoming lessons are listed on a timeline with day headers, and the nearest lessons come pre-selected automatically, one for each remaining package credit; remove the ones you don't want. The quick chips (First 4 / 8 / 12) let you narrow the selection. Each selected lesson becomes its own record.
With a package you cannot select more lessons than the remaining credits — the limit is shown above the list.
Lessons the customer is already enrolled in appear dimmed with an "Already enrolled in this session" note, cannot be selected and are skipped by the auto-selection.
With a subscription, lessons after the subscription end date are disabled and cannot be selected.
A full lesson shows a "Full" badge; when you save, mobile asks for confirmation and can enrol beyond capacity.
If a selected lesson is after the package expiry date, an amber panel offers two choices: extend the package validity, or remove the overflowing lessons from the selection.
The list loads as you scroll down; once the last lesson is listed, "Show More Weeks" generates further sessions on the schedule.
The same form opens with the student pre-selected when you tap the + icon on a student's row in the Students tab — the quickest way to add extra lessons to an existing student.
Cancelling a lesson
On the Students tab, tap Cancel Lesson on a lesson under the student. The dialog shows the lesson date, whether it is within the cancellation window and the package's cancellation-right status and rule, and asks "Who asked for the cancellation?". With Business the session credit is refunded, no cancellation right is used and the cancellation is not written to the customer. With Customer you choose Refund the credit or Use up the session (the recommended choice is marked); Refund the credit uses 1 of the package's cancellation rights, if one is left, on a cancellation where rights are used (after the window under On late cancellations, before it closes under On timely cancellations). If the customer told you in time, you can enter the notification time. The result is shown in a message afterwards.