Under "TP" > "Course participants" you will find all customers that are, have been or will be participating in a course, use the filters to get a more specified list. You can filter customers by seasons, courses, gender, status, membership, number of entries or by name.
Participants with the status "Active" are already planned into a course, but the ones with status "Reserved" are not yet planned. The statuses "Paused" and "Closed" can be used if a customer for example gets injured or don't want to continue.
Actions for course applicants:
Mark one or several participants and click "Choose action" to execute any of these following actions.
Export: Export information to an Excel document. You can choose between these options:
"Complete": The document will include details from the customers profiles
"IdrottOnline": Document with information suitable for IdrottOnline
"Submission information": Includes information about their applications, will not include customers without an application
Groups: Add the marked customers into a group. This does not mean training groups and is not directly related to course planning. The groups you can choose from are found under "Administration" > "Groups" and can be used to easily sort them in the customer registry or perhaps for invoicing purposes
Send message/SMS: With this function you can send e-mails directly to the chosen participants. When you have written the message and chosen settings you simply hit "Send" and all chosen customers get you e-mail.
Send schedule: Send a copy of the finished course schedule to the chosen participants, you can either send it as a list or as an overview like the layout in the "Course planning" section
Course actions: Use this function to easily move participants to other courses by copying and moving them
Create invoice row: Here you create an invoice row for the course. For more info see the "Invoicing" guide
Remove: Remove a customer from the participants list. This will make that persons spot available for someone else which can be useful to know for limited courses
Change status: Use this to change status of a participant. Choose between "Active", "Reserved", "Paused" or "Cancelled".