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.