Preparation
- Creating account for testing
- Creating users for testing
- Creating trainer for testing
- Creating courses for testing
To test your platform and your processes without the risk of sending emails to your real users, please create the following:
1a. Account
Access your platform > Open the Accounts page > click ‘Add’:
Create a new account labelled ‘Test’ and assign it to any Main Account Group, you do not need to apply any contact or address details.
1b. Users
Access your platform > Open the Users page > click ‘Add’:
Create a new user called ‘Booked User’, with the email address of bookinguser@test.com and add them into the account ‘Test’ with the role of ‘Individual’.
Repeat this process for the following test users:
| Name | Email Address |
|---|---|
| Transfer User | transferreduser@test.com |
| Cancelled User | cancelleduser@test.com |
| New User | newuser@test.com |
Create a new user called ‘Manager User’, with the email address of manageruser@test.com and add them into the account ‘Test’ with the role of ‘Manager Role’.
1c. Trainer
Access your platform > Open the Resources ‘Manage’ page > click ‘Add’:
Create a new External Trainer resource with the label ‘Test Trainer’, provide the trainer with a name and the email address of trainer@test.com and provide them with full access to the My Teaching menu options.
1d. Courses
Access your platform > Open the Courses ‘Calendar’ page > right click on a date in the calendar and click ‘New Class/Web Course’:
Create the new course selecting any course template, set the cost to £0, then select ‘Test Trainer’ as your course’s trainer and select any venue.
Repeat this process and schedule a course on the following day using the same course template and the same trainer.