The Copy Class Session function (from the Classes menu > Copy Classes) will assist you in setting up a new session by copying multiple classes from one session into another. After you have created a drop-down value for the new session, use Copy Class Session as the second step in transitioning between sessions.
Search Criteria (which classes do you want to copy?)
In the Search Criteria section, select the classes you want to copy into your new session. These criteria are located on the Summary tab of a Class record.
The Session drop-down is required, however, it is optional to copy classes from only a specific Class Category 1, Category 2, or Category 3. You can also choose to copy a specific class or classes as well as filter for classes with a specific Status.
New Class Settings
In the New Class Settings section, you will define the settings for the new classes that are being created.
Select the New Session from the drop-down (required). The New Class Start Date, New Class End Date, and New Class Registration Start Date fields are automatically populated with the dates used to create the session (Gear icon > Settings > General > Drop-down Lists), however, they can be edited if you choose. The start and end dates are required fields.
Indicate whether you want to copy the instructors, skills, costumes, resources, virtual class/video, and Policy Groups from the original classes into the new classes. Note: Copy Policy Groups* defaults to blank and a selection is required.
Option: Copy Enrollment?
In the Option: Copy Enrollment? section, indicate whether or not you want to Copy Student Enrollment. If opting to copy enrollment, select an Enroll Type for the new class enrollment. Note: Makeups that are scheduled in the old classes are not copied forward.
Indicate whether you want to Copy Future Enrollments or Copy Wait Lists from the old classes into the new classes. Select an Enroll Date for new class enrollment (will default to the current date). When a future date is used, you will see a warning that you are not able to post tuition fees until that date because, until then, the students are not enrolled in the new classes.
Option: Drop Students From Old Classes?
In the Option: Drop Students From Old Classes? section, set Drop Students from old class? to Yes to drop the students from the current class immediately. This option only drops the students from the classes, it does not archive the classes which is the last step when transitioning between sessions.
Consider using Archive Classes instead (which will also drop the current enrollment) at a later time after you have completed your fee posting.
You should only opt to drop students after all class fees have been posted.