Add a User/Delegate to a Course
Steps to manually add a User/Delegate to a Course:
Related Help Guide Pages
Learn how to manually add a new User/Delegate to a Course
If someone attends a Course they weren’t originally booked onto, you can manually ‘add’ them to the Course to make sure their attendance is recorded in your platform. This keeps your records accurate, ensures their participation is acknowledged, and supports any reporting or tracking needs related to course attendance.
If you are looking to register a User onto a Course, before the Course has run, typically you would use the basket approach instead, please see our dedicated guides for this process, the correct guide for you will depend on which basket is enabled in your platform:
Please Note
This process does not create a ‘Booking’ so it is typically only used to add people to a Course who do not require a Booking Confirmation (e.g. people who turn up on the day). To book people onto a Course and generate Booking Confirmation emails, please see the Help Guide pages for booking via the basket:
Follow this page to learn the steps for manually adding a Delegate to a Course.
Add a User to a Course
You will first need to identify which Course you would like to manually add the User to and then add the User to the Course to create a Delegate
From the Main Navigation Menu open ‘Courses’ and then select 'Class Courses' or 'Web Courses' DataGrid
This will open the corresponding DataGrid
Find the Course you would like to add Delegates to by applying filters and/or searching the DataGrid
If you are using the search bar, we recommend searching course ID or Course nameRight-click on the course and select the 'Delegates' option from the context menu
This will open the Delegates DataGrid
Click the ‘Add Class Delegate' or 'Add Web Delegate’ button (depending on which DataGrid you are in)
This will open the ‘Delegate Details’ form
Under the ‘Users’ option, use the ‘Select’ button to choose your Delegate,
This will open a pop-up window for you to select your Delegate from, once you have selected your Delegate, click the ‘OK’ button
This will add your Delegate to the form
You will see that the Course you are adding the Delegate to has auto-populated in the next field, just double-check that this is the Course you want to add the new Delegate to
The next step is to ensure the Delegate is added with the correct status, for example, Attended, Booked, In Progress, select the option from the drop-down menu
Next, you can add a status reason, the reason why they have been added with the status above, you can do this by clicking the ‘Select’ button and choosing an option from the pop-up window (optional)
If your Delegate has already attended the Course and has a completion score or points, you can add these into the next section (optional)
The next section is financial details where you can add a Cost, mark whether the Delegate is Tax Exempt or not, and mark whether this is a Private Booking (optional)
Once you are happy with your form, click the 'Save' button in the top right-hand corner
Once you have saved your form, use the dynamic link within the saved form to navigate back to the Delegate list within the Course using the ‘Edit Course’ option in the context menu
From the Delegates DataGrid, check your new Delegate has now been added
Top tip
If you require a Booking to be made, we recommend adding the Delegate via Checkout/Shopping Basket. Following the steps above will not create a Booking record.
FAQ’s
Does this process work for adding a Delegate to a eLearning or Knowledge Document?