Rolling a term forward

The Copy a term button on Admin → Terms & Schedule creates a new term and fills it in from one you already have. You choose the source term, name the new one, set its dates, and pick how much to bring over. Your original term is never touched. The copy only reads from it.

It's built for the start of a new season: a spring term that looks a lot like last fall, or next year's co-op that reuses this year's schedule. If you're building something new from scratch, use New term instead and start empty.

You don't need to copy a whole new term just to fix a typo or push a date back a week. On Admin → Terms & Schedule, switch the term selector to the term you want to change and click Edit term on its card. You can update the term name, its start and end dates, and its Enrollment fee— the amount families owe to join or re-enroll for that specific term and how it's collected — then save.

Editing a term doesn't touch its time slots, classes, or enrollments. Use Copy a term (below) when you want to start a new term from an existing one's schedule instead of adjusting the current one.

Copied

Time slotsalways copy. They're the weekly period skeleton your classes are scheduled into, so a new term needs them.

Classescopy when you leave "Copy the class catalog" checked. Each class comes over with its title, description, grade level, capacity, room, and time slot, and lands as a draft so nothing is visible to families until you review and publish it.

Teacher assignmentscopy when you leave "Keep teacher assignments" checked, so the same teachers are already attached to their classes in the new term.

Rooms carry over automatically. Rooms are shared across all your terms, so a copied class keeps pointing at the same room without creating a duplicate.

Registration windowscopy when you check "Copy registration windows," which is unchecked by default. Each window's open and close dates shift to match the new term's start date, so a window that opened 30 days before last term starts 30 days before this one too, at the same time of day. An invite-only window gets a new invite link, so last season's circulated link doesn't carry over.

The term's enrollment feecopies too — same amount, same collection mode as the term you copied from, unless you check "Reset all class fees to $0", which resets the enrollment fee to none along with every class fee. See How fees carry over below.

Not copied

A new term starts with a clean roster, so none of the following come over: student enrollments, waitlists, and charges and payments. Families enroll fresh for the new season.

Families' term-start confirmations don't come over by default either — every returning family is asked to reconfirm its info and re-sign current waivers in the new term, unless you turn on Carry forward family confirmations when you copy. See Why families have to reconfirm below.

Every copied class comes over as a draft, visible only to admins and teachers. This is your chance to catch what changed since last season before families see anything.

Walk through the new term's catalog and check:

When a class is ready, publish it from Admin → Class Catalog. For the full walkthrough of editing classes, fees, and statuses, see the Setting Up Your Class Catalog guide.

By default, class fees copy exactly as they were in the source term. If your prices are changing for the new season, check Reset all class fees to $0 when you copy. Every copied class comes over free, and you set the new prices as you review each one.

The same checkbox also resets the term's own enrollment fee(what a family pays to join or re-enroll for this specific term) to none. Leave it unchecked to carry the enrollment fee's amount and collection mode over unchanged, or edit it separately afterward from Edit termon Admin → Terms & Schedule regardless of what you chose here.

Either way, the draft-and-review step is your safety net for class fees: no family is ever charged from a copied class fee until you've published the class and opened registration. The enrollment fee works a little differently — it's charged as part of each family's term-start review, once you open the term to families (see below).

Copying a term also copies a consequence you should know about going in: every returning family is asked to reconfirm its contact info and re-sign your current waivers before it can enroll, sign up for a volunteer shift, or pay for an event in the new term. The Copy a term and New term dialogs both say so up front. This isn't optional per family, and there's no per-waiver “skip this one” toggle — it applies to the whole new term.

If you're copying a term to fix a mistake or make a minor correction — not really starting a new season — check Carry forward family confirmationsin the Copy a term dialog. Any family already confirmed (or exempt, e.g. brand new to that term) on the source term gets a confirmation stamped for the new term too, so they aren't asked again. Leave it unchecked for a genuine new season, so families actually see the review and any waivers you've changed.

Once the new term looks right, a few things finish the setup:

For opening enrollment, including member-only early windows and invite links, see the Opening Class Registration guide.