Setting up Courseplan

This is the place where usersCenter canAdmin viewviews existing courses andschedule, create new courses.course, and view joiners booking list.

Example of a courseplan admin panel page :

1.1 Setup Calendar

"Room" is mandatory in course creation. Click on [ Setup Calendar ] and this modal will opened up: 

Under the courseplan calendar, the user is able to create: 

1. Room
2. Category
3. Course 

!Important Note: 

At least one room and one category  have to be created first in order for the user to create a new course.

1.1 How to create a new room

A room is a space required to hold the course and it needs to be created under a location. 

1. Go to course plan > calendar > setup calendar > rooms 

1. Click on ‘create room’ 
2. Fill up the form

• Location: The location of the room, select from the list 
• Name: The name of the room
• Description: The description of the room
• Caption lettering top: Description that is only visible at the print courseplan
• Caption lettering bottom: Description that is only visible at the print courseplan
• Status: The status of the room 

1. Click on ‘Submit’, the new room will be saved and displayed in the listing. 

1.2 How to create a new category

The user is able to use categories  on courses, and use different colours or icons to represent it in the calendar. 

1. Go to course plan > calendar > setup calendar > categories 

1. Click on ‘create category’ 
2. Fill up the form

• Name: The name  of the category 
• Art: Users can choose to use either colour or icon to represent the category, it will be displayed on the courseplan calendar. 
• Colour -> pick a colour from the chart
• Icon -> upload an image 
• Status: The status of the category  

1. Click on ‘submit’, the new category will be saved and displayed in the listing.  

1.3 How to create a new course

1. Go to course plan > calendar > setup calendar > courses

1. Fill up the form  

• Name: The name of the course 
• Is repeat?: Check this box if the course repeats on the same day, same time weekly. 

• Select the day that the course will occur. 
• If the start date does not fall on the repeatable day,  the start date will still be included and available in the course calendar.  

• Excluded dates: click on set range if there’s any date that need to be excluded 

• Add -> add the date that you want to exclude
• Remove -> remove the chosen excluded date 
• Start time: Start time of the course
• End time: End time of the course
• URL details page:  This slug can be used to generate a own url for the course
• URL booking system: If an external booking system shell be used the link can be set up here
• Short description: A short description of the course that will displayed when audience click on the course 
• Long description: Description of the course that displays on the course details page
• Select thumbnail: Thumbnail of the course
• Select course image: Image of the course that displays on the course details page 
• Select location: The location where the course occurs 
• Select room: The room that this course belongs to
• Trainer: The trainer of the course
• Level: The level of the course, can be in numbers or alphabet
• Assign marketing funnel: Users can assign a marketing funnel for the course joiners. Once the joiner joins this course, he/she will start to receive a series of emails. 

1. Check the boxes below

• Course property: is the course - 
• New →  newly created course 
• Cancel → the course is cancelled 
• Bookable → is the course open for booking? Audiences won’t be able to join the course if this is not checked. 
• Capacity: This field will appear when the user checks on ‘is course bookable’, user can set how many people are allowed to join this course. 
• Categories: The category that the course belongs to, the user is allowed to select more than one category. 

1. Select the status for this course

• Active: course is active and will display on courseplan schedule 
• Inactive: course will hidden from courseplan schedule 
• Archived: course will be removed from courseplan schedule and moved to archived list

1. After clicking on ‘submit’, the new course will be saved and displayed in the listing and also live page. 

1.4 How to view course joiners

There are two ways to view the course joiners: 

First:

1. Click on the course displayed on calendar

1. Click on ‘view joiners’ 

1. A list of event joiners will be shown  

Second:

1. Click on ‘setup calendar’

1. Search for the course & click on ‘view joiner’ icon

1. A list of event joiners will be shown  

1.5 How to add new course joiner

 Here you can add in course joiners from the Admin Panel. 

1. Click on ‘Add joiner’ 

1. Fill up the form.

• First Name: Joiner’s first name (mandatory) 
• Last Name: Joiner’s last name/surname (mandatory)
• Email: Joiner’s email address
• Contact number: Joiner’s contact number
• Note: Joiner can leave a note or message if there’s any to the center

The user is allowed to view, email, update, and remove joiners by clicking on the action buttons. 

1.6 Bulk Upload of Members

On the Courseplan Members, admin can upload bulk listing of members via the [ Bulk Upload ] button. 

Once you click on the button, just follow the instruction given on the modal to create bulk upload. A message indicates if your uploads are successful or not successful. 

1.7 How to send push notification to course joiners

The user is able to send push notification to course joiners. Push notification is an alert notifying the joiners of a new message or update on the course.

1. Login to Admin Panel > Course Plan > Calendar > Setup Calendar
2. Search for the course and click on the ‘mail’ icon

1. Fill up the email content 

1. Click on ‘send push notification’, the joiners receive the notification via email

1.8  How to cancel a course

The admin is able to cancel the course via courseplan calendar.

1. Login to Admin Panel > Course Plan > Calendar > Setup Calendar
2. Search for the course and click on the ‘update course’ icon

1. Check the box ‘is cancel’ under course property

1. An email box will pop up, you may type a course cancellation email to the joiners.

1. Click on ‘cancel and send’ once done typing the email.
2. Joiners will receive the course cancellation email. 

 2. Live Page: Course Schedule 

This is the place where members/audiences can view and join existing courses.

Image 1: Screenshot of the courseplan schedule page 

Image 2: Screenshot of the course summary when audience click on the course

Image 3: Screenshot of the course details page

2.1 How to join a course

1. Go to course schedule 
2. Click on the course that you want to join  

1. Click on ‘join this event’ 

1. Fill up details and click on ‘book’

1. Joiners will receive a confirmation email once the course is successfully booked. 

1. Joiners will receive a reminder email 1 day before the course takes place (TBC)

2.2 How to join the waiting list 

Audience will join the waiting list if the number of joiners exceeds the course capacity. The user is able to set the capacity for every course while creating the course. 

Example:  If the capacity is set as two, the third joiner will have to join the waiting list once he/she fills up the form. 

1. Go to course schedule 
2. Click on the course that you want to join  
3. Click on ‘join waiting list’ 

1. Fill up the details 

1. Joiner will receive a confirmation email once course is successfully booked 

1. Joiners from the waiting list will receive a confirmation email once he/she successfully joins the course. 

Waiting list participants will join the course when: 

• Existing joiner deregisters from the course
• Admin removes existing joiner from the course 

2.3 How to deregister from the course

1. Go to confirmation email
2. Click on the hyperlinked ‘here’ 

1. A new tab will open up once you deregister successfully 

3. Site: Courseplan Settings  

There the  is able to do the following settings under General tab:

1. Limit the course registration to only members 
2. Set how many hours in advance can participants join the course
3. Set how many hours the course can be cancelled before the start time 

Email addresses that are added under ‘Email’s tab will receive email notification whenever a new joiner participates in a course. 

4. Site Panel: Courseplan Members 

**This module is only available if the client subscribes to the member area module. 

 Here the user is  able to create or bulk upload members here. 

There are two ways to create member: 

1. Create -> to create one member at a time. 

1. Bulk upload -> to create more than one member at the same time. 

Note: Excel template is available for users to download and fill up accordingly. 

Currently, the members under Course Plan and Member Area are linked. Members that are created under courseplan will also become members under Member Area and vice versa.