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Canceling and Rescheduling Sessions

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  2. Use Case Information
  3. How To Configure
  4. Canceling Registrations
  5. Learner Experience
  6. Reporting

 

The Thought Industries Canceling and Rescheduling feature allows your company to be fair and flexible with your learners.

Use Case Information

For content with multiple sessions, you can allow learners to reschedule or re-register into a new session. Once enabled, registered learners will have the option to reschedule into a new session from their dashboard or the detail page. They will be prompted to select a new session and their access will change accordingly. To cancel a registration, however, learners will be directed to customer service. Once contacted, admins can remove the content access and cancel the registration.

How to Configure the Rescheduling Feature

Please follow the below steps to enable rescheduling on a course or webinar with multiple sessions:

    1. From your homepage, select Courses > All Courses.
    2. Click the Content Title for the course you want to alter and go to the Enrollment step.
    3. You will land on the Access tab.
    4. Enable Allow Rescheduling. This setting will be applied across all sessions and will allow learners to reschedule into another enrollable session at any time (from the dashboard or detail page).
      RescheduleSession_AllowReschedulingToggle_AdminView.png
    5. Click Save.

Tip

Remember to publish all sessions so they are presented as rescheduling options to learners.

How To Cancel a Learner's Registration

The first step is for the learner to contact your customer service. Once contacted, your admin can follow the below steps:

  1. From your homepage, select Users > Learners.
  2. Find the learner you want to modify and click the user's name.
  3. Select Access tab. You will see a section that starts with "Has access to the following content:".
  4. Click the trash can icon next to the content you want to remove.
    RescheduleSession_UserAccessTrash_AdminView.png

    Note

    If the rescheduling or cancellation involves a webinar, the registration information will also update within the webinar provider.

  5. Click Save.
  6. You may also need or wish to issue a refund.

Learner Experience

Once the Allow Rescheduling setting is enabled:

  • Learners will see a reschedule link on their learner dashboard, as well as on the detail page.
  • Clicking this link will take learners to the rescheduling interface where they will see all options available for enrollment.
  • After they select a new session and click Reschedule, their previous access will be revoked and replaced with the new session.
    RescheduleCancel_LearnerView1.png
    RescheduleCancel_LearnerView2.png

Reporting

All changes will be reflected in the Thought Industries reporting.
  • Reporting on rescheduling will be captured in the Content Actions report. The recorded actions will be reported as revoked access and enrollment of selected content with a source indicating rescheduling.
  • Cancellations are reported as revoked access with a source indicating manager revoked access.

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