Knowledge Base

Your CourseCo Training

Your Training Overview Practicals

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...

Sign Up

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

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...

Navigating your portal plugins

This is a guide for your contacts to see how to navigate through their Student, Org rep and Trainer Portals. Please refer to following sections to read about...

Trainer Portal

The Trainer Portal allows trainers to view upcoming booked events with attendee names and mobile numbers. Trainers can access online meeting links of their a...

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

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

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...

Payments and Transactions

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...

Automations

The Automations module allows you to add standard automations and advanced automations. Standard automations include course booking confirmation email, invit...

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, ...

Messaging

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 of Attendance

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

Survey

The Survey module allows you to build surveys and feedback forms, download survey results, and link surveys to website pages. Viewing Survey Results Download...

Todos

With the help of ToDo’s, you can easily create ToDo’s like Tasks , Assignments, Exams and assign them to your student(s). You can also add deadlines and resu...

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...

Questionnaire

With CourseCo’s questionnaire features you can add a questionnaire for your exams and embed it in a schedule. Students booked on the schedule will be able to...

Third Party Credentials

This is an internal guide on how to add Third Party Credentials on a website for our clients. You have to follow these steps to put on these credentials so t...

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...

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