Editing Lessons
Lessons can be edited via Activity > Calendar > select the Lesson > Edit. The Edit button sits next to the Actions dropdown on the Lesson’s page.
Note: Any Lessons that are either attached to Jobs that have been marked as ‘Finished’, or that have raised Invoices or Payment Orders associated with them, cannot be edited. The Job would either need to have its status changed, or any Invoices/Payment Orders associated with it would need to be marked as ‘Void’.
Editing a Lesson that repeats
Where the Lesson is part of a series and has later planned Lessons after it, the edit form adds an ‘Apply these changes to’ option, so you can change that Lesson on its own, every later Lesson in the series, the later Lessons on the same weekday, or a list of Lessons you pick. You can read more about managing a series here.
Deleting Lessons
Navigate to Activity > Calendar > select the Lesson > Actions > Delete. Lessons can be deleted regardless of their status, but any Lessons with a raised Invoice or Payment Order associated with them cannot be deleted (you would need to void any Invoices or Payment Orders associated with that Lesson in order to then delete it). Similarly, if the Lesson is attached to a Job that has been marked as ‘Finished’, you will not be able to delete or edit that Lesson.
Where the Lesson is part of a series and has later planned Lessons after it, you are asked whether to delete Only this Lesson or This and all later Lessons before anything is removed.
To delete a Lesson with linked financial documents, follow these steps:
Void linked Invoices or Payment Orders:
Navigate to Activity > Calendar > select the Lesson > Accounting.
Void any Invoices or Payment Orders associated with the Lesson.
Delete the Lesson:
Once the linked accounting items are voided, delete the Lesson via Actions > Delete. This ensures it will no longer appear on regenerated Invoices.
Recovering a deleted Lesson
Deleted Lessons are not removed straight away. They move to System > Trash > Deleted Lessons, where they stay for 60 days before being permanently deleted. To restore one, select the three dots beside it and choose Recover. Access to System > Trash requires the ‘Edit Operations’ permission. You can read more about deleting Lessons in bulk and recovering them here.