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    Enrolling clients
    • 14 Nov 2023
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    Enrolling clients

    • Updated on 14 Nov 2023
    • 1 Minute to read
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    Article summary

    Clients will be automatically enrolled/added to a course when they buy an online course product or if you sell it to them over the phone. This article covers how to enrol a client, and also the client's view of their online courses.

    Adding a client to a course

    1. Go to the Learning menu
    2. Click the All Courses tab
    3. Select the course
    4. Click Enrol Client
    5. A product will be automatically generated for the chosen course if it does not already exists. From here you can Creating a product sale which will allow the client to go through the online course from their login account.

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    Admin view of a client's course

    If a client has purchased an online course via an online course prepaid voucher product, when you log in as a BookingTimes administrator you may not see that they're enrolled in the course until they actually begin the course.

    Until that point, however, you can check the client's PrePaids/Vouchers section to see it listed there, and when you click the View link, it will show you the exact course.

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    Once they begin the course, it will then appear under the Online Courses section on their client profile.

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    Client's view of online courses

    1. Client logs into the system
    2. Click on My online courses in the left hand menu
    3. Select a course to start or resume

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