Duplicate a program

Who this is for

This guide is for desk staff, managers, and owners setting up next term, a second time slot, or the same class at a different level.

Duplicating carries the setup across so you are not retyping it. The copy always starts inactive, which is the safeguard: nothing you duplicate can accidentally start being offered or charged for before you have checked it.

You need the members.change permission.

Before you begin

• Decide whether you want the roster. By default the copy has no members, and you can choose to bring the active ones across.
• Know what does not come with it: history never does, and neither do waitlisted, inactive, or withdrawn records.

Steps

1. Open the program you want to copy.
2. Click Duplicate. The dialog is titled Duplicate and states what it does: copy this program's setup into a new one, with members and history not copied.
3. Read what the copy includes: program details, schedule, staff, tags, and training groups. It always starts inactive.
4. Decide about Include active members. Ticking it copies the current active roster; waitlisted, inactive, and withdrawn records stay with the original. Leave it clear for a genuinely fresh intake.
5. Click Duplicate program.

Expected outcome

PositiveForm confirms with Inactive program copy created and opens the copy.

The copy has the original's details, schedule, staff, tags, and training groups, and it is inactive. It is not offered, not charged for, and not on anyone's list of current classes until you activate it in Manage program lifecycle.

The original is untouched. Duplicating never changes the program you copied from, whether or not you brought members across.

If you ticked Include active members, the copy has the active roster; those members are now enrolled in both, which is what you want for a continuing class and not what you want for a new intake.

Screenshots

Recovery

If duplicating fails, PositiveForm shows Could not duplicate program and nothing is created.

If you copied members and did not mean to, remove them from the copy's roster rather than deleting the program, in case you have already configured it; see Manage the enrollment queue.

If you did not copy members and needed them, duplicating again is cleaner than adding them by hand, provided you have not configured the first copy yet.

If the copy is not appearing where you expect, check the programs list's status filter. A copy is inactive, so a list showing only active programs hides it.

Nothing is charged by duplicating. Pricing plans are configured separately; see Manage program pricing plans.

Related guides

• Create a program — start from nothing instead, when the new program shares little with an existing one.
• Manage program lifecycle — activate the copy once it is right.