Cancel a Session

Cancel One Session

Sometimes a class session is canceled outright (not rescheduled). To cancel a session:

(1) Find the Course record

You can reach your record many different ways. The image below shows a search - make sure to choose the Course (not the Session).

(2) Click on the “Session List” tab to view all sessions for this course.

(3) Click on the name of the session you wish to reschedule.

(4) Click on the “Details” tab.

(5) Change the Session Status to “Canceled” and Save.

When you save the session, all related attendance records will be updated with “Session was Canceled.” Please note that the picklist “Canceled” and “Session was Canceled” may be changed by your Salesforce systems administrator to better reflect your organization’s terminology.

Cancel Many Sessions

We recommend using an editable list view to cancel many sessions. Please note that list view filters are native Salesforce functionality, and subject to your user’s permissions. You may need to ask your Salesforce systems administrator for assistance with the following steps.

(1) Click on the “Sessions” tab

(2) Choose the “Single Course” list view

(3) Click the funnel icon to change the filters.

(4) Click in the filter “Session Name” to open the edit panel.

(5) Change the Session Name to the criteria that will find the sessions you wish to change.

(6) Check the boxes to the left of the sessions you want to edit in bulk. Or just click the pencil icon to edit inline like a spreadsheet.

(7) If you are making a change that applies to many records, choose “all # records” in the edit box.

(8) Click “Save” to save your changes.