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    Enrolling clients
    • 13 Feb 2025
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    Enrolling clients

    • Updated on 13 Feb 2025
    • 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 - with a product sale

    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 the client actually begins 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.

    image.png

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

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    Adding a client to a course - no product sale

    There might be scenarios where you as an admin want to add/enrol a client into an online course without charging them, which means that no product sale will be created.

    1. Go to the Client menu

    2. Search for the client, select the client

    3. Click on Add Course link


    4. Select the online course you wish to enrol them in, and click Enrol


    5. The client record now shows that they are enrolled in the online course

    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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    Direct link to My Online Courses

    You may like to provide your clients with a direct link to how to get to their online courses. If they are not logged in, it will prompt them to login and then take them immediately to this page so they can start or resume their online course.

    https://<yourwebsite>/Account/MyCourses

    Ensuring you replace <yourwebsite> with your website domain.

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