Place a scheduled Course on hold

Place a scheduled Course on hold

 

Learn how to place a Course ‘on hold’ until it is confirmed to be running.

Issues are sometimes inevitable! If it seems that a Course is no longer certain to run, whether that is due to trainer illness or your customer does not think the date is suitable for them, you can place it ‘on hold’ until you have confirmation that it will go ahead.

While your Course is on hold, you will prevent additional bookings and make it clear in your schedule that this Course is not confirmed.

A course with the status 'on hold' assigned to it

Follow this page to learn the steps to set a Course to ‘on hold’.


Place a scheduled Course on hold

This step will take you through updating a Course to have the status ‘On Hold’

 


Optional - Notify your Delegates

If you do not have an automatic Workflow email to let your Delegates know that their Course has changed to ‘On Hold’, follow this step to inform them

 


Optional - Notify your Trainer(s)

If you do not have an automatic Workflow email to let your Trainer know that their Course date has changed, follow this step to inform them

 


Optional - Check that your Course is not available on your website

If your Course was previously advertised on your website, once it is set to be 'On Hold' is should now be hidden to prevent bookings

 

 

 


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