Your CourseCo Training
Your Training Overview Practicals Glossary
Licensed Administrator
CourseCo provides Licenses to administrators of your business so that they can run their business efficiently using the CourseCo platform and the features th...
Getting Started with CourseCo - Onboarding / configuration
Welcome to CourseCo Platform. In this help guide you will find important details that will help you in configuring your website for your day-to-day task. The...
Understanding the signup process for Students and Org reps
To complete bookings and get access to important features, it is mandatory to have an account as an individual/organisation. This section explains the proces...
Portals | Student, org rep, trainer, admin, sales team
The Portal is the main platform within CourseCo that allows you to access all the core modules. It allows you to create and manage your website and manage yo...
Automation configuration
The Automations module allows you to add standard automations and advanced automations. Standard automations include course booking confirmation email, invit...
Contacts
The Contacts module allows you to manage all your contacts, create different types of contacts, invite contacts, and import contacts. For more information, r...
Courses
The Courses module allows you to explore a multitude of courses. You can easily add, edit and manage courses. Significant course learnings can be effortlessl...
Schedule Management | Create, edit, review
The Schedules module allows you to create course plans effectively for specific time periods. Schedules can be trainer-led or self-paced or blended. A schedu...
LMS | Learning Management System | E-Learning/ Adding online content
Your learners are booked and ready to get going! This section will guide you through how to build your E-Learning course content as well as manage access and...
Certification Management | Generating Certs of completion
Certification Feature | admin and org rep can see their certs in 1 place | Access certs and expiry statistics Trainer Led Cert | Admin | Generating Attendanc...
Bookings
The Bookings module allows you to book courses in The back office as an Admin Via the website as a User. For more information, refer to the following section...
Bookings | Multi-Buy | Purchase multiple courses at one time.
Allowing multibuy bookings on your website / for backoffice bookings is a great way to save time and increase sales. Below are multiple user guides on differ...
Discounts | Various discount options that can be configured for you
In this module, you will be able to find out how to apply discounts to a booking, make discounts available to customers, and much more. For more specific inf...
Checkout on Website - Options available on the Checkout
Before you go live with your website, you will need to sign off on the website experience for your customers. In the sections below, you will be able to find...
Finance | Payments, Transactions & Invoicing
This section explains everything related to Payments and Transactions. For more information, refer to the following sections: Receiving Payments on the Websi...
Sales Quotes
Booking quotes are pending bookings. They are not confirmed until a purchase number is supplied - this has several benefits, for example, the automatic gener...
Your Website Features | Updating the website content | CMS editor
Your website is a first impression for customers to learn all about you. Having a website makes it very easy for customers to find, discover, book and learn ...
Timetable | Timetable Planner / Calendar
The Timetables module allows you to view the global calendar showing courses and their schedules. It allows you to quickly edit an upcoming event, add more s...
Attendance Management
In this Attendance section, we will learn the process of updating attendance records and running print roll call reports, as an Admin. For more information, ...
Messaging / Automated emails
The Messaging module allows an admin to send quick emails, and alerts to selected contacts. As an admin, you can search and view contacts and also send messa...
Surveys
The Survey Plugin allows you to create surveys and feedback forms that can be shared with your students to receive feedback. Additionally, admins can also do...
Exams/Quiz | Creating exams and completing as a student
This is a Prime Package Feature. Contact your CRM lead to find out on how to upgrade your package With the help of ToDo’s, you can easily create ToDo’s like ...
Reports
The Reports section allows you to find all the available reports and their details including the type of information they contain and how to run, update, and...
Forum
CourseCo’s newest feature Forum where admin, trainers and students can post topics and add replies. Your newest conversation between staff and students Pleas...
Waitlists
The Waitlists feature allows you to create waitlists and manage them easily. Waitlists enable customers to sign up for an alert to be notified of an opening ...
Applications
Applications is a custom feature available as an add on feature on CourseCo. The below use case describes an example of a application process but is not appl...
Custom Integrations
At CourseCo, we provide custom integrations for your project. This could be linking your website and back-office to any third party platforms that offer an A...
FAQ - Frequently Asked Questions | General Support box queries
This section is a very general FAQ section which answers basic queries our support team get asked frequently Can I reset a contacts password for them Follow ...
System Settings
During your platform configuration, we will configure your platform with specific settings. Through time, these settings can be altered. This system settings...