When managing enrollments for courses, there are occasions when a client may need to switch to a different course session after they've already paid. Below are the two options for handling such requests: Option A, which involves transferring the client to a new course with a 100% discount, and Option B, which includes refunding the client and then re-enrolling them in the new session.
Option A: Transfer with a 100% Discount
This option allows you to move a client to a different course session without processing a refund. Instead, you will cancel their current enrollment and enroll them in the new course, applying a 100% discount to reflect the payment they have already made. This option works best if the course fees are the same.
- Go to the clients profile.
- Click on the course session you wish to cancel.
- Choose Cancel.
- After canceling, enroll the client in the new course session.
- Apply a 100% discount to the course invoice.
- Complete enrollment.
Option B: Refund and Re-enroll
Option B involves issuing a refund for the original course and then re-enrolling the client in the new session, at which point they can either be recharged or use account credit. This option is best when a client prefers a refund or if there are differences in course fees.
- Go to the clients profile.
- Click on the Course session you wish to cancel.
- Choose Cancel.
- Click on the invoice for the canceled course.
- Refund the Payment back to the client's credit card or as an account credit.
- Enroll the client in the new course session.
- Apply either account credit or charge the credit card for the new course.
- Complete enrollment