/
Set a Course to only be available to a specific customer

Knowledge Base

💡Knowledge Base Home | 🚀What's New | 📅Upcoming Training Events

Set a Course to only be available to a specific customer

Steps to Set a Course to only be available for a specific Customer

Related Helpguide Pages

Learn how to set an existing Course to only be available to one customer Account

When you only wish to offer a Course to one customer only, it is important to record the Course in your accessplanit platform as ‘Exclusive’ to that customer. This will prevent your other customers from having sight of this Course, while also preventing other customers being booked onto it as Delegates.

exclusivity settings on a Course

Please note, if you are scheduling a brand-new Course, please read through our guide for Schedule a Course for an In-house Customer. Otherwise, follow this page to learn how to set an existing Course to be exclusive.

Set a Course to be exclusive

This step will run through how to set a Course to be exclusive so that only Users from a certain Account are able to be booked onto it

 

  1. Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left

    Course option from main navigation menu

     

  2. This will open the Courses DataGrid

    Course datagrid

     

  3. Find the Course that you’d like to update by applying filters and/or searching the Courses DataGrid

    Course DataGrid, Search bar highlighted

     

  4. Once you have found the Course you wish to update, right click and click ‘Edit’ from the context menu

    Context menu, Edit selected

  5. If you only have one Account or Account Group to make the Course exclusive for, select them using the selectors in the ‘Exclusivity’ section and ‘Save’! You can then move onto the step “Optional: Check that your Course is exclusive”

    image-20240321-105914.png

  6. If you have multiple Accounts or Account Groups to make the Course exclusive for, from the Course Management Menu, click the ‘Exclusivity’ option

    Course Details page exclusivity options highlighted

  7. This will open the Account Exclusivity page

    Course exclusivity page

     

  8. Click the ‘Exclusive Accounts’ Add button

    Exclusive Accounts add button

  9. This will open the Accounts pop up box

    Account pop up box

  10. Here you can use the Search bar to find the Accounts you wish to make the Course exclusive for

    Accounts pop up box, search bar used

  11. Click the ‘OK’ button to confirm

    OK button

     

  12. This will add the Account(s) to the exclusivity box

    Account added to exclusive account box

     

  13. Click the ‘Save’ button in the top right to save your changes

    save button

Optional: Check that your Course is exclusive

This step will run through how to check that your exclusivity is in place on your Course

 

  1. Open the ‘Details’ page for your Course

    Course details page

  2. Click on the ‘Actions' button at the top right of the form, and select the 'Add to Basket’ option

    actions button

     

  3. This will add the Course to your basket and display a confirmation pop-up, click on the ‘Visit your basket’ button to open your basket

    confirmation message

     

  4. Within the basket, check that you can only select Delegates that meet your Course’s exclusivity requirements

    exclusivity in place in the basket

     

  5. You can now remove the course from your basket!

 

 

Contact Our Team

If you can't find what you're looking for, access our Support Portal, and our team of experts will be happy to help!

Is it your first time contacting the team? Learn how to raise a support ticket.

Follow Us

Facebook|height=20 LinkedIn|height=20 Instagram|height=20 Twitter|height=20

Copyright © 2025 accessplanit.

Social media icons by icons8.com