To move a booking from one course type to a different course to (i.e. from an Intro to Climbing class to a Lead Climbing Class), cancel the booking and issue the customer a full credit then use the credit to pay for their new booking. You can take payment, via the credit issued, and/or cash/credit card, for any remaining difference.
Detailed steps are shown below.

You will only be able to book them into a course at your location. Unlike Editing a booking to a different date/time for the same course type, which offers other locations, in this process you are cancelling and rebooking and need to be in the location of the class to book into it.

Required Permission: Plans and Contracts > Access Manage Course

Instructions

1. Expand the booking contract and Click Cancel Contract

3. Select the reason and add an optional cancellation note.
   
   
   
   Set Refund Type to Full Refund to credit the full payment amount to the customer. Partial Refund is an option as well. Click Cancel Contract to continue to the tender window where you can place this amount on their account as a credit.
   
   
4. Click Clear Payment to remove the original form of payment - it defaults to wanting to refund to the card used.

4. Check the box to add the credit  (Step#2 above) to their account and click Complete Sale to put the credit on their account.
   
   

Now you can move forward with booking them into a new course.

5. Create the new booking

• 1. By clicking the course in the calendar, or by clicking New Booking at the top left of calendar, select the course, and proceed with the booking. Then Add to Cart.
  2. From the customer record, the booking tab, click New Booking, at the top of the customer’s booking tab, and add the new course. Here you will note a difference, the option is Save as Draft, and you have to click the Open in Front Desk, one extra click to use the credit.

6. Once you have completed all the information, click Open in Front Desk, from Customer record, or  Add to Cart, from Calendar. Regardless, the Pay Now process at the Front Desk is the same.

The booking will be added to the cart. You can view the credit balance in the customer sidebar, as you will not see their credit amount until you click Pay Now, then you can view and apply their store credit. 
Click Complete sale to finish taking payment for the new booking. Any remaining credit will stay on their account.
If they owe MORE than the credit, you can select Split Payment, and chose another form of payment (cash/credit card), then complete the sale (additional information below).

In this example, the customer has a credit balance after rebooking.

Using the store credit, and there is a remaining balance click the Split Payment then select the method to pay the remaining balance.