Courses Overview

Consistent

Courses support you with ensuring uniformity across your platform, as you pre-define much of the information on the Course Template, the chances of mistakes are much lower when you schedule your Courses, this is also a big help towards providing a consistent customer experience.

Configurable and Customisable

To support your ways of working, Custom Fields can be created to ensure you are storing all useful and relevant information needed about your Courses, and Configure Forms can be used by Super Admins to define what information is mandatory when a new Course is scheduled.

Exclusivity

Courses can be configured exclusively for specific customers, which means that these Courses will be unavailable to other customers, with custom labelling using the 'alias', and support for cost overrides to provide bespoke pricing.

Availability

Statuses can be used to flag the progress of your Courses from planning (Provisional) through to Available, In Progress, and then Completed! These statuses can be used to trigger automated emails to your customers and your administrator team, keep your team informed of progress. Course statuses also support your filtering of the Course list to find the right courses quickly.

The ‘Advertise’ option also gives you control of exactly when your Courses are available publicly.

Pricing Flexibility

A wide variety of cost types are available to help price your Courses perfectly including day rates, hourly rates, delegate rates, and rates that cover the entire Course.

Price Schemes are available to offer custom / preferred pricing to groups of Users, such as key clients or charity/not-for-profit organisation.

For your multi-part Courses, there are further cost-type options to support Courses that should be priced as a block, or priced per booked session, or charge additional fees for bookings on optional sessions.

Profitability

The Profitability tool is available for each of your Classroom and Webinar Courses to track your estimated Course income and expenditure so that you can decide if your Course should go ahead! You can track the following for each Course:

• Income (and which items contribute towards this income)

• Expenditure (and which items contribute towards the expenditure)

• Profitability Forecast

Training Provider

This is the Account that is responsible for running your Courses. Make sure you select the correct provider as you'll only be able to select from Course Templates that are allocated to that Training Provider.

Course ID

Course IDs are a Course’s unique identifier. The ID is a great way of searching or filtering for a specific Course. If you ever have an issue with a Course and need to speak to the accessplanit Support Team, providing the ID helps the team to narrow down exactly what Course you are referring to and creates a smooth process of getting the issue resolved.

Course Template

Each Course Template contains information about how your Courses should be run; including its format, duration, and cost.

This information is then used as the 'blueprint' when a Course is scheduled so you do not need to type these details in again every time you add the Course to your calendar!
If you make changes to a Course Template, e.g. a cost update, these changes will be in place for all new Courses you schedule using this Course Template, your existing Courses will be unaffected.

Course Type

Type is the format for how your course is run. There are up to 4 types of Course Template available.

🧑‍🏫 Class

Class Courses are trainer-led Courses run in-person at a set date/time.

🧑‍💻 Web

Web Courses are trainer-led Courses run online on a set date/time.

💻 eLearning

eLearning Courses are self-led Courses run online using SCORM compliant packages.

📄 Knowledge Document

Document Courses are self-led Courses run online where the Delegate will access and read resources.

Delegates

When a User is assigned to a Course, they become a Delegate. Each time they are added to a Course, a new Delegate record is created for them, storing all relevant details about that User on the Course including their current status (e.g., booked, completed, in-progress, cancelled, or transferred). Users can have multiple Delegate records, one for each Course they are part of.

Placeholders

Placeholders are similar to Delegates as they too reserve a spot on a Course, allowing for booking and invoicing places on a Course. However, unlike Delegates, Placeholders don't have a specific User assigned at the time of booking. Instead, they represent reserved seats that will be assigned to Users later on.

Override Alias

Course Aliases are where you can provide an alternative name to a Course, instead of the Course Template name, this is very common for in-house or bespoke Courses. For example a ‘First Aid at Work’ Course Template could be scheduled with the alias ‘Workplace First Aid at Brighton Manor House’.

Start Date and End Date

Your Start Date & End Date determines when your Course begins and when the Course ends.

Duration

This is the length of time your Course will be running, e.g. is it days, hours, minutes

Exclusivity

Exclusivity allows you to determine whether this Course is only allowed to be attended by certain Accounts or Account Groups

Resources

Resources are the people, locations, equipment that you need for the Course to run, the most common type of Resources are Trainers and Venues.

Sessional

Sessional Courses are multi-part Courses, as the Course is split into multiple parts, they can be used to track attendance on multiple-day Courses.

Bookings

Bookings show you information regarding bookings that have been made, The Booker and Delegate may not always be the same, from here you can see who made the Booking and which Delegates are that were booked onto your Course

Price Schemes

Price Schemes are a way of overriding the Cost of the Course for a specific group of Users, such as key clients or charity/not-for-profit organisation.

Booking Link

A booking link is the link that adds the Course to your Checkout/shopping Basket, you can provide this link to your customers or include it on your social channels to encourage bookings.

Fees

Fees, (such as trainer expenses) can be added to your Course to track their impact on your Course profitability, fees can also be charged back to your customers

Profitability

Profitability allows you to see the Income and Expenditure of your Course and can be used for financial and reporting purposes