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Steps to schedule an in-house Course
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Learn how to schedule a new in-house course, that is exclusive for a specific customer only, in your accessplanit platform. |
When you take a booking for a private, exclusive Course for a specific customer, it is important to record the Course in your accessplanit platform to ensure everyone has sight of when the Course is running, where it is running, and which resources will be required.
Follow this page to learn the steps to schedule an in-house Course and make sure it is exclusive to a specific customer!
Add a new Course
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The first step is to add a new Course, you can base this on the Course’s Template to save a lot of time typing in the typical information about your Course each time you schedule it. To find out more about how to create a Course Template please check out this page: Create a new Classroom Course Template |
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❎ 🚫 Set your Course to be exclusive
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The next step is to check over the details of your Course, and make sure it is exclusive to the customer the Course is being scheduled for. |
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✍️ Assign your Resources
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The second step is to fill any Resource Requirements for this Course; such as the Trainer, Venue, equipment, and catering. |
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