There are 4 different sections to movements:

  • Moving a member to a different level within the same class (using Portable Devices OR CoursePro)
  • Flagging a member for movement (using Portable Devices OR CoursePro)
  • Moving a member to a different class
  • A Member moving themselves on HomePortal

 

Moving a Member to a Different Level Within The Same Class

To be able to do this, the class must assess the level you wish to move to.

  • Go to the Overview screen and double click into the class
  • Click Edit to edit the class
  • Scroll to the Assessment section
  • Select the required Level(s) and, using the right arrow, move them to the “Does assess” box
  • Click Save Class

 

On a Portable Device

  • Go to Assess by Pupil
  • Select the required member
  • Tap the Move button (top right corner)
  • Choose the required level
  • Leave Stay in class selected
  • Tap the Back button (top left corner)
  • This change will be saved to CoursePro when you sync the portable device.

Within CoursePro

  • Go to the Overview screen and double click into the class
  • Choose the Assess Tab on the right
  • Select the required member
  • Click the Change button
  • This pop up appears
  • Choose the required level and leave Stay in class selected (green)
  • Click OK
  • The member’s new level is now displayed.

 

 

 

Flagging a member for movement (i.e. to a different class)

On a Portable Device

  • Go to Assess by Pupil
  • Select the required member
  • Tap the Move button (top right corner)
  • Choose a level (if required)
  • Select Move out of class
  • Tap the Back button (top left corner)
  • The member will appear on the Movement screen in the Members Tab in CoursePro when you sync the portable device.

Within CoursePro

  • Go to the Overview screen and double click into the class
  • Choose the Assess Tab on the right
  • Select the required member
  • Click the Change button
  • This pop up appears
  • Choose a level (if required) and select Move out of class (green)
  • Click OK
  • The member’s new level is now displayed with an arrow and the member will appear in the Members Tab on the Movement Screen.


 

Moving a Member to a Different Class

  • This can be done by going to the Book Tab, choosing Move on the right and selecting a member
    OR
  • Clicking the Move button in the Member box on the right hand side of several screens

Go to Moving Members to find out more.

 
 

 

A Member Moving Themselves on HomePortal

  • In the members screen, above, if you click a red button with a house in it, changing it to green, you will make the move available on HomePortal
  • A member will only be able to book into the Level they have been marked to move to
  • They will also only see classes that have spaces available
  • Note: If they have not registered for HomePortal but you have an email address for them, there will be an envelope in the red box.  A trigger can be sent to them to ask them to register for HomePortal or contact their centre.
    If there is no red button it means you have no email address stored on the system and have not registered for HomePortal, therefore you will have to contact them manually.

Go to How to Use HomePortal to find out more.

For every different price you charge you will need a payment plan option.  These can be grouped into Payment Plans so they are easier to maintain and can be used to filter Contact Triggers
(e.g. Putting all your price options for adults in to one Payment Plan allows you to send a trigger just to members using that plan that you can address “Dear Member Name”, instead of Dear Parent/Guardian of Member Name).

Go to Payment Plans for more detailed instructions.

Things to consider when creating a payment plan (price) option:

  • How to easily group them in a payment plan
  • What determines the price (i.e. in what situations is it offered)
  • How to limit the amount of prices that are displayed when booking (helps to reduce user error).

For each payment plan option choose:

HomePortal

Choose whether this price is available to your members online.

Sessions

Choose how many sessions a member can buy with this option.  You can choose more than one number, i.e. 6, 12, 18 sessions).
Leave blank if using Fixed End Date as CoursePro calculates how many sessions are in the term.

Prices and Dates

Enter the price PER session (class).   CoursePro can also handle a price change at a specific date, just add an end date to your current price and add a new price with a start date.

You can restrict when a price appears for a member by the following criteria:

Regions, Centres, Courses and Levels

You can specify that a price is only available in a region, at certain centres, on particular courses or only at certain levels.
For example, if you run different centres that have different prices or Stage 8, 9 and 10 are more expensive.

Class Size

In the Size Constraints Section, you can specify that this price is only available to classes with a certain capacity.
For example, 1 to 1s, 2 to 1s or maybe you have classes with a maximum of 4 members that are more expensive than the ones with 8.

Length of a Class

You can make a price depend on the duration of the class in the Duration Constraints Section.
For example, 30 minute classes and 60 minute classes having different prices.

Prices that are only available to certain members

You can ensure that a price only appears for certain members by using memberships.  This is useful if you have member and non-member prices.

Discounts

Do you offer staff discounts?  Maybe sibling discounts? 
In the Discounts section, you can specify a discount by:

  • Free
  • Percentage of the price per session
  • Monetary, a certain amount of money off per session
  • A different price altogether

 

 

You can also add a membership to a discount to ensure it’s only available to certain members.
In the example (above), staff get a 10% discount.