Events
Overview
This article explains how to invite additional pupils to a trip.
Open a trip
Follow these steps to open a published trip:
- Open Events.
- Select Trips.
- From All Trips, locate the trip.
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Select the Trip to open it:
Add pupils
Follow these steps to add one or more pupils to a trip after it has been published:
- Open the trip if it is not already open.
- Select the Pupils & Contacts tab.
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Select Edit to open Edit Pupils & Contacts:
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From Edit Pupils & Contacts: Step 1 - Pupils, select the pupils you want to invite to the trip:
- Locate one or more pupils to invite to the trip by drilling down into groups or by browsing the different pages.
- Check one or more Pupils / Group Names to invite to the club. Check the box next to Group Name to select all pupils in all groups,
- Select Next.
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From Edit Pupils & Contacts: Step 2 - Contacts, select / deselect the contacts that you want to send the invites to:
- Either select / deselect each pupil and check / uncheck the contacts that you want to send the invitation to / remove the invite, or check / uncheck the appropriate Quick Selection options (All Contacts, Parental Contacts and Emergency Contacts) to select the related contacts for all pupils.
- If you select / deselect Quick Selection options, change any exceptions manually by checking / unchecking contacts for individual pupils.
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Select Save after making your changes:
A message confirms any changes made, and you are returned to the Pupils & Contacts tab:
Tips and best practices
- Where the majority of pupils are being selected, check the corresponding select all box, then uncheck those individual pupils members that are the exceptions.
- Enter the name of a member of a pupil /contact into the search bar to quickly locate them, ready to assign to / unassign from a trip.
- Use filters to reduce the number of groups displayed. This will speed up pupil / group selection. Filter by either Group Category or Group Type.
- When you check child related contacts to send an invitation, to speed up the process, select from either All Contacts, Parental Contacts and Emergency Contacts. Uncheck any exceptions as needed.
- Where a parent is flagged as having a Court Order preventing contact, they are listed, but cannot be selected when sending an invitation.
Next steps
After pupils have been added to a trip, it is time to handle payments as parents book pupils onto the trip:
To manage the pupil enrolment, see the following articles:
- Enrol pupils on a trip without app access.
- Cancel a pupil's enrolment on a trip.
- Manually decline a pupil's trip invite.
To manage payments, see the following articles:
- Process payments and refunds for clubs and trips made offline.
- Process app payments for clubs and trips.
- View all payments.
- View individual pupil payments.
Updated