Manage lessons
Changes during the season
1× or 2× a week, another group, another lesson, unregistering: the right buttons
During the season, a pupil switches from 1 to 2 lessons a week, changes group or lesson, arrives late or stops. Each case has its own button: never use “delete then register again”, which would lose the link with the invoice and the attendance.
Common rule: the past does not change. Lessons already given and their attendance stay as they are; only upcoming lessons follow the change.
1Which button for which change
| Change | Where | Button |
|---|---|---|
| 1× ↔ 2× a week, another rate of the same lesson | Manage groups, pupil card | Arrows (Change the rate) |
| Another group of the same lesson | Manage groups | Drag the card into the new group |
| Take out of a group without unregistering | Manage groups, pupil card | Remove / unregister, then Remove from the group |
| Another lesson (for example from “mini” to “competition”) | Manage registrations | Crossed arrows (Move the person to another lesson) |
| Correct the subscription, the preference or an answer | Manage registrations | Pencil (Modify registration) |
| Pupil stops | Manage groups or Manage registrations | Unregister from the course or bin |
| New pupil during the season | Manage registrations | Sign up a player |
2Switch from 1× to 2× a week (or the reverse)
On the pupil's card in Manage groups, click the arrows and choose the New rate. An extra lesson arrives in Not assigned: drag it into a second group. One lesson fewer: tick the one to remove; the pupil leaves the upcoming lessons of that group. The effect on the invoice is shown before you confirm. Details: Change the rate of a registration.
The “Change the rate” panel shows the effect on the invoice before you confirm.
3Change group
Drag the pupil's card into the new group. If the groups are confirmed, the pupil is removed from the upcoming lessons of the old group and added to the upcoming lessons of the new one; their past attendance stays in the old group. The invoice amount does not change; the line description (day, time, court) follows the new group.
To take a pupil out of a group without unregistering them (they are waiting for a place, for example), use Remove / unregister then Remove from the group: they go back to Not assigned, and their registration and invoice do not change.
4Change lesson
In Manage registrations, click the crossed arrows of the registration: the Transfer registration panel asks for the lesson and the rate, then shows the effect on the invoice and asks for confirmation. The registration is moved as it is to the new lesson, outside any group: then place it in a group of the new lesson. It leaves the upcoming lessons of its old group. Its invoice line is rewritten with the new lesson and the new price.
The “Transfer registration” panel.
5Unregister a pupil who stops
In Manage groups, use the Remove / unregister button on their card, then Unregister from the course (or the bin on the row in Manage registrations, which does the same). The panel first states the effect on the invoice. The registration is deleted, the pupil leaves the upcoming lessons and their past attendance is kept.
The “Remove from the course” panel: the effect on the invoice, then the two actions.
Invoice already paid: unregistering is refused (“Cannot unregister here”), because nothing would be refunded. First decide with accounting on a refund or a credit note, then remove the pupil from the group. Plugin.ch never refunds automatically.
A family can also delete a registration online themselves (bin in the Already registered for course/camp table), but only during the registration period, as long as the pupil is in no group, the lesson has not been paid online and no paid invoice is affected. The person in charge of the lesson then receives an e-mail. Otherwise the family must contact the club.
6Effect on the invoice
| Invoicing status | Change of rate or lesson | Unregistering |
|---|---|---|
| Not invoiced yet | The new price will be used at invoicing. | Nothing to do. |
| Line to invoice (not on an invoice yet) | The line amount changes to the new price. | The line is deleted. |
| Unpaid invoice | The line is adjusted; send the invoice again. | The line is removed; send the invoice again (check the balance if a deposit was received). |
| Paid invoice | The line is rewritten, the payment is kept: the invoice shows the remaining balance, or an overpayment to be refunded by hand. | Refused: remove from the group and settle the refund with accounting. |
| Posted invoice | The invoice stays as it is; the difference becomes an item to invoice (Additional amount to invoice, editable, 0 = nothing). | See with accounting (credit note). |
7New pupil during the season
Register them with Sign up a player in Manage registrations, place them in a group (they are added to the upcoming lessons), then invoice them with Invoice people who are in a group. For a lesson For the season, the invoiced price is the full price: for a reduced price, correct the amount of their line in Link an item to a member (filter Not invoiced) before creating their invoice.
After several changes, open Invoice control: the chips Placed, missing from lessons and In lessons, not placed flag a pupil who is not in the right upcoming lessons, with a button to fix it.
Plugin.ch tutorial — Manage lessons