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Managing Courses

Overview

Group programmes (puppy school, scentwork, obedience) live on Courses. Do not create them as services.

Create a course template, publish a course, then enrol pets from Courses. The Appointments New Appointment form does not list courses.

Start here: Creating your first course template. See the difference in Courses versus services.

Where to Find Courses

Everything is managed from one place: Main sidebar → Courses

From the Courses page, click "New" to:

Action

What It Does

New Course Template

Create a reusable blueprint for your programs

Publish New Course

Schedule a course instance from an existing template

Enrol pet(s)

Add pets to an available course

Course management overview

A course is a multi-lesson group programme: a template (the blueprint), a published instance (real dates and a class list), and lessons (each session). Staff enrol from New → Enrol pet(s) or Manage → Enrol Pet. Pet owners enrol on the public form only when Enable Self-Service Booking is on, and they tap Courses, not Services.

Quick Start Guide

1. Create a Course Template

  • Go to Courses → "New" → "New Course Template"

  • Follow the prompts to set up name, duration, price, lessons, and capacity

  • Refine further at any time by clicking "Manage Template"

  • Set up Team Members for instructors

  • Configure Resources for course locations

2. Publish Your First Course

  • Go to Courses → "New" → "Publish New Course"

  • Select course template, instructor, and location

  • Set start date and review lesson schedule

  • Publish to make the course available for enrolments

3. Enrol pets

  • Select New then Enrol pet(s) from the Courses page, or Manage then Enrol Pet on the course card

  • Search for pet owners and select pets

  • Choose the published course and complete enrolment

  • Track capacity and manage enrolments

Do not enrol from the Appointments New Appointment form. That form does not list courses.

Mission Control Integration

Mission Control provides quick access to course operations and visibility into your active courses:

Quick course enrolment

Use Mission Control's quick actions for course enrolment:

  1. Select Enrol in Courses

  2. Select the pet

  3. Choose the published course

  4. Complete enrolment

Upcoming Courses Card

Mission Control displays upcoming courses in the main view:

  • Course name and instructor

  • Next lesson date and time

  • Enrolled pets count vs capacity

  • Course status (Upcoming, In Progress, Completed)

Location: Mission Control main area (visible when courses are scheduled)

Course View in Mission Control

View today's or this week's course lessons alongside other appointments:

  • All view modes - See course lessons in any view

  • Filter by service - Filter to show only course appointments

  • Sort by session - Order lessons by session number

  • Team member view - See which instructors are teaching today

See: Mission Control View Modes for details on viewing course lessons.

Mobile Course Access

On mobile, Mission Control provides:

  • Quick course enrollment from the quick actions sheet

  • Course cards in the Overview tab

  • Course lessons in the Appointments tab

  • Touch-optimised interface

Course Management Workflow

Creating Courses

Step 1: Course Setup

  • Choose from your available course templates

  • Assign instructor from your team members

  • Select location from your resources

Step 2: Scheduling

  • Set start date and time for all lessons

  • Review automatically generated lesson schedule

  • Check availability for instructor and location

Step 3: Publishing

  • Confirm all details and publish course

  • Course becomes available for pet enrollments

  • Start marketing and enrollment process

Managing Enrollments

Enrollment Process:

  • Search for pet owners in the system

  • Select eligible pets for the course

  • Choose from available courses with capacity

  • Complete enrollment with optional notes

Capacity Management:

  • Monitor enrolled pets vs. course capacity

  • Track temporarily reserved places

  • Plan for future courses based on demand

  • Adjust capacity based on demand

Course Lifecycle

Upcoming Courses:

  • Full editing flexibility for schedule changes

  • Open for new enrollments

  • Marketing and preparation phase

In Progress Courses:

  • Active attendance tracking

  • Limited schedule modifications

  • Ongoing customer communication

Completed Courses:

  • Historical record maintenance

  • Performance review and feedback

  • Planning for future sessions

Integration with Other Features

Services Integration

Course templates create the underlying service configuration automatically:

  • Course Templates are created from the Courses page

  • Assigned Services determines pet enrollment eligibility

  • Pricing & Payments and Duration & Timing configured during template creation

  • Team and Resource Requirements managed through templates

Team Member Management

Instructor Assignment:

  • Assign qualified team members as course instructors

  • Check availability during course creation

  • Manage instructor capacity and workload

  • Track instructor performance and feedback

Resource Management

Location Assignment:

  • Use pre-configured resources for course locations

  • Check resource availability and capacity

  • Manage multiple locations for different courses

  • Track resource utilisation and conflicts

Customer and Pet Management

Enrollment Tracking:

  • Link course enrollments to customer profiles

  • Track pet progress and attendance

  • Manage customer communication and updates

  • Build long-term customer relationships

Navigation Links

Course Management

All course actions are available from Courses → "New":

  • New Course Template - Create reusable course blueprints

  • Publish New Course - Schedule course instances

  • Enrol Pet(s) - Add pets to courses

Related Features

Settings and Configuration

Documentation Sections

Related Articles
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