ImprovementCoursesPaymentsClientsPasses·Sat Aug 15·
Set up course payments while adding participants
Adding a client to a course roster now offers immediate payment setup or a clear do-it-later path, and client profiles show course booking access alongside passes.
# Set up course payments while adding participants When staff add a client to a course roster, they can now continue directly to that participant’s payment settings, add them as unpaid and finish payment later, or mark the enrollment complimentary. Choosing immediate setup opens the full participant payment editor for pricing, discounts, installments, payment method, receipts, and reporting. Client profiles now show active and pending course access in the Passes & access tab. This makes it clear why a course participant can book even when they do not own a separate pass, and provides direct links back to their course payment settings and roster.
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Course payments and merged client emails stay connected
Recording money received for a course now creates the payment, receipt, reporting, and participant balance records together, while inactive merged clients no longer block their survivor from adopting the correct email.