IN BRIEF
Duplicating a class allows administrators to quickly create one or more new classes using existing class settings as a starting point. iClassPro provides two duplication methods—manual duplication and the Mass Copy tool—each designed for different use cases and billing structures.
Overview
iClassPro offers two ways to duplicate classes, depending on whether a single class or multiple classes need to be copied:
- Manual duplication: Best for creating one class at a time while reviewing and adjusting individual class details.
- Mass Copy tool: Designed for duplicating multiple classes at once, with options to apply consistent updates across all selected classes.
Each method handles Bill Dates differently, so it is important to understand how billing structures are preserved or reset during the duplication process.
Accessing the Feature
Class duplication is available directly from the CLASSES page:
- Manual duplication is accessed from within an individual class record.
- The Mass Copy tool is accessed after selecting multiple classes on the CLASSES page.
Step-by-Step Instructions
Manually Duplicating a Class
Manual duplication creates one new class at a time and preserves most existing class data, including Session or Rolling Session billing structures. This reduces the need to reassign sessions after duplication.
- Create and save the original class that will be duplicated.
- From the CLASSES page, select the pencil/edit icon for that class.
- At the bottom of the Edit Class window, select Create a Duplicate.
- In the Class Details :: New Class window, update the class details as needed:
- Class name
- Schedule
- Instructors
- Billing details
- Any other class-specific settings
- Save the new class.
Both the original class and the duplicated class will now appear on the CLASSES page.
Duplicating Classes Using the Mass Copy Tool
The Mass Copy tool allows administrators to duplicate multiple classes simultaneously. All duplicated classes are initially created as Monthly classes, regardless of the original billing type. This ensures consistency when copying mixed billing structures and allows billing adjustments afterward.
- From the CLASSES page, select the classes to duplicate.
- At the bottom of the page, select the Mass Copy icon.
- In the Copy Classes window, review and adjust settings as needed:
- Proration
- Tax exempt settings
- Class requirements
- Autopilot settings
- Online settings
- Billing schedules and tuition options
- (Recommended) Enable the option to create a keyword for the copied classes:
- The keyword includes the date and time of the copy process.
- This keyword can be removed later if needed.
- To update instructors in bulk:
- Select the Instructors tab.
- Choose instructors to assign to all selected classes.
- Note: The System loads up to 100 instructors at a time. Search can be used to find additional instructors. Selected instructors move to the top of the list.
- To update auto-approval prerequisites:
- Select the Auto-Approval tab.
- Select Copy to complete the duplication.
After copying, session or rolling session data can be added using the Mass Assign Sessions tool by filtering classes using the keyword created during the copy process.
Troubleshooting & FAQs
-
Why do duplicated classes created with Mass Copy show as Monthly billing?
- The Mass Copy tool standardizes all duplicated classes as Monthly to support copying classes with mixed billing structures. Billing types can be updated afterward using mass tools.
-
Why is the “Class Billing” option unavailable during Mass Copy?
- Billing can only be disabled for ACTIVE classes. If a class is set to INACTIVE, the Class Billing option will not appear.
-
Why can I not enable “Punch Pass/Single Day Only”?
- The Online Setting must be set to “Allow Registration” before this option can be enabled.
-
Can sessions or rolling sessions be added after copying classes?
- Yes. After copying, search for the duplicated classes using the assigned keyword and apply sessions using the Mass Assign Sessions tool.