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Schedule a multi-part (Sessional) Course

Schedule a multi-part (Sessional) Course

Learn how to schedule a new public course in your accessplanit platform and advertise it through your website and your Learner Portal.

Whether you schedule your public Courses once a year, every 6 months, or continually top up your scheduled courses, it is important that you keep your advertised list of public courses to your customers up to date and accurate!

If you have additional Courses to schedule and advertise to the public, you will use your existing Course Template to pre-fill a lot of information about the Course, and then add it to the calendar!

Courses - Main navigation menu

Follow this page to learn the steps to schedule a public Course and advertise it ready for bookings!


Add a new Course using the Calendar

The first step is to schedule a new Course, you will base this on a Course Template to save a lot of time typing in the typical information about your Course each time you schedule it.

  1. Go to Courses and then select ‘Calendar’ from the dropdown menu

    Courses - Calendar main navigation menu option

     

  2. Use the Calendar View Selector at the top right to choose which time period of your calendar you would like to see for example, Day, Week, Month or Timeline view

     

  3. Use the Calendar arrows to navigate to the date you would like to schedule your Course

     

  4. Right-click on the Calendar in the time slot you want your Course to start

     

  5. Click ‘Add Class Course’ or ‘Add Web Course’ depending on which you are scheduling

     

  6. Select your Course Template using the ‘Select’ button and choosing the Course Template from the pop up box

     

  7. Once selected, the Course will auto-populate with the fields that have been defined in the Template you can then add in any additional details like an Override Alias or External ID
    You can also override any of the fields that came from the template to be different on this Course instance

  8. In the Sessional section ensure that the slider is switched to ‘Yes’

Top Tip!

If your selected Course Template is ‘Sessional’, then your new Course will already be ‘Sessional’ by default

 

  1. When your Course is ‘Sessional’, this will provide additional options such as ‘Session Cost Type’ and the minimum and maximum number of Sessions for this Course

    Please visit our Sessional Course Cost Types page for further information on Cost Types

  2. Make sure your Course is not yet ‘Advertised’

  3. Click the ‘Save’ button at the top-right of the popup to complete the creation of your Sessional Course

     

  4. The new Course will now show within your Calendar




Check and amend your Sessions Plan

 

  1. Right-click on the Course you have just created within your Calender and select ‘Edit’ from the context menu

     

  2. This will open the Course Details page

     

  3. From the Course Management menu, select ‘Sessions’

  4. This will open the ‘Sessions’ DataGrid page for this Course

  5. If the Course Template you selected earlier had a pre-defined Sessions Plan, that will have automatically created Sessions for your Course.
    If the Course Template did not have a pre-defined Sessions Plan, you can use the ‘Add Session’ button to build up the elements of this Course.

  6. From the Sessions DataGrid, you can ‘Edit’ and ‘Delete’ each session by right-clicking and selecting ‘Edit’ or ‘Delete’ from the context menu

 

  1. The ‘Edit’ option allows you to select whether the session is mandatory or not and apply an alternative cost for this Session when it is booked as a part of this Course

     

  2. The ‘Delete’ option gives you the option to remove Sessions from this Sessions Plan, you will be able to choose whether the Sessions should be only be removed from the plan, or whether the related Courses should also be deleted from your platform.


Manage each of your Sessions

 

  1. You can make changes to each of your Sessions using the Dynamic Link in the ‘Mapped Object Label’ column

     

  2. Left-click on the Course name in the Mapped Object Label column and select the ‘Edit Course’ option from the context menu

  3. This will open the Course Details page for this Session's Course, here you can check and updated all the details for your Session

  4. Within the ‘Resources’ section of this page, you can add a Trainer and/or add a Venue to your Course by clicking the ‘Select’ buttons and choosing the Venue or Trainer from the pop-up boxes

     

  5. Additionally from this page, you can change the Start Date, End Date, Time Zone, Exclusivity, Cost and Duration.

    Visit the related help guide pages listed at the top of this page for further details

  6. Click the Save button after your have made your changes to each of your Sessions.


Advertise your Course

 

  1. Now that you have your Course and its sessions are ready, you can go ahead and advertise your Sessional Course, you can do this by Editing the Sessional Course from your Course Calendar

 

  1. This will open the Course Details page, scroll down to the ‘Promotion’ section

  2. Tick the checkbox to confirm that you would like the Course to be advertised and if required set the Advertisement dates

    Please remember that both the Course Template & Course need to have the ‘Advertise’ checkbox ticked for it to advertise

  3. Your Course is now advertised and ready to be booked by your customers!

 

 

 

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