Recipe

Grow and scale

Move a student to the next intake

Move to Another Course pairs old sessions against new ones, and decides in one click whether the owner hears about it.

1 min read · Owner or trainer · Running day to day
Open in Petboost

Moving a pet onto another intake starts from the pet's card on the course it is leaving.

  1. Open Courses, then Manage on the course and View Course.
  2. On the pet's card, open its menu and select Move to Another Course.
  3. Under Sessions to move, choose Entire Course or Select Sessions, then select Next: Choose Course.
  4. Under Target course and sessions, pick the next intake, then select Next: Review.
  5. Read the pairing, answer Notify customer?, then select Confirm Move.
  6. Check the dates in Move Attendee, then select Move Attendee.

Red rows are a date clash, blue is the same day at a new time. The notify line is the decision, and it has no default: Send notification sends the owner an email and an SMS for every lesson that moves, and Move silently changes the diary and tells nobody.

Trap

Move Pet on the Manage menu of the course list opens the course and asks you to pick a pet. The move itself starts from Move to Another Course on that pet's card.