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Knowledge Base

Welcome to your CourseCo Knowledge Ba...

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

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...

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...

Attendance

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, ...

Advance Trainer's Portal

Advance Trainer Dashboard Trainer - Creating an assignment Trainer - Creating a Task Trainer's Grading exam Advance Trainer Bookings

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...

Creating Schedules

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...

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...

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 ...

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...

Discounts

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...

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...

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...

Your Website Features

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 ...

Marketing your website

There are various ways to market and create sales funnels using CourseCo for your platform. Listed below are suggestions on how to drive your sales up and an...

Timetable Planner

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...

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...

Certification Management | Generating Certs of completion

Attendance certificates can be generated automatically for past bookings including the name of the learner, the course attended, the date and details of the ...

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 ...

ToDo - Assignment

Creating an Assignment Navigate to Todos > All todos. The All todos page will be displayed. Click NEW TODO and select Assignment. The New assignment page wil...

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...

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...

Add on Features

CourseCo provides opportunities for your projects to facilitate using custom add-on features on your website. This section contains user guide related to the...

FAQ - Frequently Asked Questions | 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 Can I a...

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