đ Overview
This guide covers how to register and unregister customers from courses, and how to check off attendance in courses, all from the course's detail page.
âď¸ Register a Customer Onto a Course
Head to Courses â Courses and click on the desired course.
If you have lots of courses running, use the filter options on the right-hand side to refine the course you are looking for. Click Register to add customers to the entire group within your course.
If your course allows drop-ins, just click on the desired session to add a customer to it.
You can then register a customer for the selected single session OR for the entire course.
đď¸ Manage Existing Attendees
From each session you can mark attendance, remove customers, and manage their sessions across groups.
Click the arrow to learn more about managing attendees
Click the arrow to learn more about managing attendees
Click on the desired session you want to manage attendees of.
You can mark customers as attended or no show. You also have the option to remove a customer from a session or to manage all their sessions.
If you click to leave the session, you have an option to add a replacement session if your course settings allow make-up sessions with other groups. You do not have to replace the session though.
If you remove a customer from a session of a course, they will be marked as substituted out. You can also add them back to the session if required.
If you click to manage sessions for an attendee, you can remove them from desired sessions, and add them to another group session (if applicable).
đ§ If the customer has registered onto a course that has 6 sessions (for example), it will only be possible for them to attend 6 sessions in total across all available groups.
You can also manage existing attendees from the attendees tab of your course. Click details next to the desired customer for the same options as above.
đď¸ Unregister a Customer From the Whole Course
Customers cannot unregister from a whole course from their end, so they will need to contact you if they wish to unregister.
đĄ There is a customer-facing guide here showing what customers can and cannot do themselves (remove themselves from individual sessions, and who to contact to leave entirely).
To do this, open the course, find the customer on the Attendees tab (or in any session they are in), and open Manage Sessions for that attendee.
Untick every session they are registered to and save. With no remaining sessions, the customer is no longer registered on the course.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can customers unregister from a whole course themselves?
Click the arrow to see the answer
Click the arrow to see the answer
No. Customers cannot unregister from a whole course from their end, so they will need to contact you if they wish to unregister.
What does "substituted out" mean?
Click the arrow to see the answer
Click the arrow to see the answer
When you remove a customer from a session of a course, they are marked as substituted out. You can add them back to the session if required.
Can a customer attend sessions in a different group?
Click the arrow to see the answer
Click the arrow to see the answer
Yes, if your course settings allow make-up sessions with other groups. Note that the total number of sessions they can attend across all groups is capped by their course registration, e.g. a 6-session course allows 6 sessions in total.