Advance Trainer Bookings
With CourseCo’s Advance Booking features, trainers on your platform can add, remove and edit delegates on an in-company booking. This article is a detailed guide on how trainers can perform these actions on their portal.
Note: Please note that these are custom features. If you wish to get these add-ons, please contact your CRM Lead
Trainer: In-company bookings
A trainer linked to an in-company booking can view their bookings on the portal. Additionally, they also get features where they can add a delegate, remove a delegate and mark their attendance status.
You can find more about the workflow of an in-company booking in our user guide.
You can find more about how to mark attendance as a trainer in our user guide.
Advance Trainer Bookings Management
To view bookings where you are a trainer, follow the steps below:
Log in as an admin
Go to ‘My account'
In the left menu, click ‘Bookings’
You will be redirected to bookings list view
Trainers can view all bookings for schedules where they are a trainer
Trainers can only add/remove delegates for an in-company booking
Trainers can update Attendance for all the delegates booked on their schedules
Adding a Delegate
Note: In-company bookings are created for schedules which have ‘Charge per delegate= OFF’
To add a delegate to an in-company booking where you are a trainer, please follow the steps given below:
In bookings, you can see an ‘Action’ option for when it is an in-company booking
Click the ‘Action’ option
Select ‘Add delegate’ from the dropdown presented as shown in the image below
Enter the first name, last name and email in the pop-up form
Please note that: First name, last name and email are mandatory fields and must be entered
Click ‘Save’ to add the delegate to the booking
Outcomes
Delegate’s information will be saved in the CRM
Delegate will be added to the in-company booking
Trainers can take attendance for the delegate
Admins can send a login invitation to the newly added delegate
Delegates can login and view their bookings and courses
Delegates will be added as a student and linked to the organisation which has this booking
Removing a Delegate
To remove a delegate from an incompany booking, please follow the steps below:
Login as a trainer
Go to ‘My account'
In the left menu, click ‘Bookings’
You will be redirected to bookings list view
Click on a booking to expand and view the list of delegates
Click ‘Remove’ option in front of the delegate you want to delete
Confirm removal by selecting ‘Remove’ as shown in the image below
Outcomes
Delegate will be removed from the booking and you can see the status as ‘Cancelled’
Admins can view in their portal the deleted delegates
Removed delegates can no longer view their course in the portal
Removed delegate will be removed from the attendance list
Editing a Delegate
To edit a delegate details, please follow the steps given below:
Login as a trainer
Go to ‘My account'
In the left menu, click ‘Bookings’
You will be redirected to bookings list view
Click on a booking to expand and view the list of delegates
Click ‘Edit’ option in front of the delegate you want to delete
Update the details of the delegate
Click ‘Save’ to save the updated details of the delegate on the booking
Outcome:
Delegate details will be edited and saved in the CRM
Admins can view the updates in their portal
Additional Scenario 1
Please note that:
Trainer cannot create a duplicate contact if the contact exists in the CRM. See image for reference:
Additional Scenario 2
Please note that:
Trainer cannot add a delegate if the schedule capacity is full. See image for reference.
