Trainer | Bookings - Updating Booking status to Complete so that the certs are sent automatically

This is an add on feature and included in Advanced Trainer portal Add on feature.

Trainer | When / How to change a booking from Pending to Complete

1. Login as Advanced Trainer

2. Open Bookings

3. Add delegate names to the booking
   

4. Once all the names have been added, Navigate to the Trainer Status column

   1. The Trainer Status Pending will populate on bookings that have not been updated

5. Select the Pending button

6. On the soft warning, they will be asked to confirm

7. 

   
   

8. Once Continue is selected, the ‘generate certificate’ automation will start running.

Outcome:

• The booking has been Completed

• The ‘Generate Cert’ automation has been trigger i.e. certs have been sent

Admin | How to view Trainer status schedules

1. Login as admin

2. Open Timetables

3. Filter by Trainer Status - Completed or Pending

Outcome:

• Filtering by Completed, will filter and only show the timeslots where the booking is completed

• Filtering by Pending, will filter and only show timeslots where the booking is pending