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Managing Courses

A course has three parts: the course template (the blueprint), a published course (real dates and a class list) and its lessons (each session). Create group programmes on Courses, not as services on Services, and enrol pets from Courses: the Appointments New Appointment form does not list courses.

Where to find Courses

Courses is in the sidebar under What you sell. Once your business has an upcoming course it moves up beside Appointments, and Service Performers and Service Supporters always find it there.

The New menu on Courses holds every course action:

Action

What it does

Enrol pet(s)

Adds pets to a published course

Enrol in Rolling Course

Sells a pack of lessons or books a pet into one rolling class session, while you run rolling classes

Publish New Course

Schedules a dated course from an existing template

New Course Template

Creates a reusable blueprint for a programme you run more than once

Each course template also has a card at the top of Courses with its Upcoming, In Progress, Pets Enrolled and Pets Graduated counts. The card's switch shows only that template's courses, and its Manage menu holds Manage Template, Publish New Course, New Booking, Copy Booking Link and Copy Magic Embed.

See what is coming up

Courses opens on List. To see fixed course lessons and rolling class sessions day by day, select Timeline. On List, choose Fixed Courses, Rolling Classes or Graduates. Petboost remembers your choice on that browser.

The timeline starts on this week and shows 2 Weeks, scrolled to today. Choose Week or Month to change the span, the arrows to move through the dates, and Today to come back. Today's date is highlighted. When nothing runs in the dates shown, select the Show button to jump to the next date that has a lesson or an open session. When nothing is coming up, it jumps back to the last lesson instead.

Each fixed course and each rolling class with something in the dates has its own row, in the order they first run. When both kinds are on screen, the rows sit under Fixed Courses and Rolling Classes headers that stay in view as you scroll, each with its number of rows. A fixed course's row shows the template name when it differs, when the course starts (before it starts) or how many lessons it has left (once it has started), and when it ends.

Lesson cards and session cards look and read the same. Each card shows:

  • The enrolled pets, such as Bella & Max, or Bella, Max +3. With nobody enrolled, the lesson number, such as Lesson 3 of 6, or the session's name

  • The status, the same one the Appointments calendar shows for a lesson: Confirmed before it starts, In Progress while it runs, Ready to Review once it has ended with pets enrolled, Complete once it has ended with nobody enrolled, and Cancelled for a cancelled course. A rolling class session takes its status from its own bookings

  • The times

  • While it can still take a pet, the places left, such as 2 places left, or Course Full or Class Full. A course's places count places you have temporarily reserved. Once a course has finished or been cancelled, or a session has ended, the number of pets enrolled

The card's colour follows its status, as on the Appointments calendar. Select a lesson card or a course name to open the course, or a rolling class name to open its class schedule on Schedules & Sessions, where its weekly sessions and special dates are set.

The search finds courses and rolling classes by name, pet or owner. On the timeline, the status tabs and the Filters menu count and list only the courses with a lesson in the dates shown, and on List only the courses its Time Frame shows. When both kinds are on screen, Filters also has Course Types, to show Fixed Courses, Rolling Classes or both. The status tabs and the other filters apply to fixed courses. Filter Dates, Time Frame and the sort order apply to List only.

A rolling class session shows on the dates it runs: its weekly sessions plus any special dates. A class that runs every second Saturday shows a gap on the weeks it does not run. When the class schedule is blocked at a session's time, the session card turns grey and shows Closed with the blocked time's name. When a block covers the whole day, or every session that day is closed, such as on a public holiday, the whole day is greyed in that class's row and shows the block's name once.

If a class runs on fewer dates than you expect, check its class schedule's weekly sessions and special dates cover those dates. If a class has no row, check its rolling class is not archived, and that its class schedule's weekly sessions or special dates offer the class's lessons.

See the pets who graduated

To see every pet that has finished a course, open Courses, select List, then Graduates. A pet appears once its fixed course has finished, or once it has attended every lesson in a rolling class. A pet that finished two courses appears once for each.

Search the list by pet, owner or course. Filters narrows it by Animal type, Breed and Card on file, and by Course type when you run both fixed courses and rolling classes. The sort menu orders it by Pet name, Graduated, Start date, Owner or Course. With nobody finished yet, the list shows No graduates yet.

Manage a rolling class session

Select a session card to see who is enrolled. Each pet shows its owner and its booking status; select one to open its booking.

  1. Select a rolling class session on the timeline.

  2. To book a pet in, select Enrol a Pet. The new appointment opens set to that session.

  3. Under Quick Actions, select Reschedule Session to move it to another date or time, or, while nobody is enrolled, Remove Session to take it off so pet owners can no longer book it.

When a session with pets enrolled is rescheduled, each pet's booking moves with it, one at a time, even if the new time is over its places. Tell the customers about the new time is on by default; switch it off to move the bookings without notifying the customers. If a booking cannot move, the dialog lists it with Open, so you can move it from the booking.

Rescheduling, adding or removing a session changes that date only. A session on a special date is changed on that special date. A session that repeats weekly gets a special date for that one date, and the weekly sessions do not change. Removing a session cancels no booking and sends no message, because nobody is enrolled.

Add a rolling class session

  1. On the timeline, find the class's row and the day you want.

  2. Select + in that day. On a phone or tablet it always shows; on a computer, point at the day to see it.

  3. Set the Start Time and End Time, then select Add Session.

The session uses the class's own services and places, and pet owners can book it straight away.

Move a lesson or session by dragging

On a computer, drag a lesson card or a session card to another day in its own row, from today on. The move opens already set to that day:

  • A rolling class session opens Reschedule Session

  • A fixed course lesson opens Move lesson, which keeps the lesson's length and moves every enrolled pet with it. It has to stay after the lesson before it and before the lesson after it. Tell the customers about the new time is on by default. A course held at its own address, not at a saved location, is moved on its course page instead: select Reschedule on Course Page in Move lesson

Create a course template

Create a template once for each programme you run. It sets the name, price, session duration, capacity and number of lessons.

  1. Open Courses, select New, then New Course Template.

  2. Work through Basic Information, Course Structure and Booking & Team with Next.

  3. Select Create Course Template.

  4. To refine the template later, select Manage on its card, then Manage Template.

A course also needs someone to teach it and somewhere to hold it. Set up instructors on Team Members and course locations on Resources. The full walkthrough is Creating your first course template.

Publish a course

Publish a course to give a template real dates, an instructor and a location, and to open it for enrolments.

  1. Open Courses, select New, then Publish New Course.

  2. On Course Setup, choose the Course Template, the Team Member and the Location, then select Next.

  3. On Scheduling, set the Start Date and Start Time, and check the lesson dates Petboost lists.

  4. Select Check Availability, resolve any conflicts it finds, then select Next.

  5. On Review & Publish, select Publish New Course.

Once published, the course is open for enrolments. Publishing Courses covers availability conflicts and every field.

Enrol pets in a course

  1. Open Courses, select New, then Enrol pet(s).

  2. On Client, choose Existing Client, select the owner and the pets under Select Owner & Pets, then select Next. For a new customer, keep New Client and select Next.

  3. On Course Type, choose the course template, then select Next.

  4. If the template has an age limit and the customer is new, enter the pet's birthday on Birthday, then select Next.

  5. On Course, choose the course under Select Course, then select Next.

  6. For a new customer, fill in Pet & Owner, then select Create & Continue.

  7. On Review, answer Notify customer about the booking?, then select Enrol Now.

Enrol Pet, in the Manage menu of a course on Courses, opens the same form with that course's template chosen. Each course shows its places left, and the Temporarily Reserved Places tab on the course's own page holds places back for a customer who is still deciding. When a course fills, publish another from the same template, or raise the template's Maximum Capacity if your space allows it. Managing Course Enrollments covers the whole form.

Pet owners enrol themselves only when the template's Booking Settings has Online booking switched on. On your public booking form they tap Courses, not Services.

Enrol a pet from Mission Control

Course Enrolment opens a shorter panel, Enrol pet(s) in a course, with every field on one page. It shows once your business runs courses.

  1. Open Mission Control, select Actions, then Course Enrolment.

  2. Under Select Owner & Pets, search for the owner and select the pets.

  3. Under Course, choose the published course.

  4. Under Notify customer?, choose Send notification or Book silently, then select Enrol Now.

Course Enrolment is also under Quick Actions in the sidebar, and in the quick actions on a phone.

See courses in Mission Control

Course lessons are appointments, so they show in every Mission Control view beside your other bookings.

  • The Courses card, in the sidebar's Courses section (Stays & Courses when you also have stays), lists the courses in progress or starting within the next 7 days, next lesson first. Looking at today, it is titled Courses This Week. Each course shows its name, lessons remaining, status, enrolments and places, Start Date, Time, Next Lesson and End Date, and a course with lessons still to run has Enrol Pet.

  • The Courses view shows only course lessons. It appears when the day has course bookings.

  • Options, Sort By, Course Session puts course lessons first, in session order within each course.

  • The Team Members view shows which instructors are teaching.

On a phone, the Courses card sits on the Overview tab and course lessons on the Appointments tab. With no course due, the card reads No courses scheduled and offers Enrol in Course.

How a course moves through its stages

Status

When

What you can do

Upcoming

The first lesson is still ahead

Enrol pets, reschedule dates and times, change the instructor or location, and promote and prepare the course

In Progress

Between the first and the last lesson

Check pets in and out of each lesson, keep the course notepad, and reschedule only the lessons still to come

Completed

The last lesson has passed

Review the course record and attendance, and plan the next run from it

See Course Lifecycle for what each stage allows.

How courses connect to the rest of Petboost

Creating a course template creates its lesson service for you. Services does not list it: the template's own tabs hold the rest, Pricing & Payments and Duration & Timing for the price and session length you set when you created it, Team Members for the instructors, and Who Can Book for the age, breed and other rules that decide which pets can enrol.

Instructors are your team members. Check Availability checks the instructor against every lesson when you publish, and their working hours and capacity are on Team Members. Course locations are resources: Check Availability flags a pre-saved location already in use at a lesson's time, and each course can run at a different one. Set them up on Resources.

Each enrolment books lessons for the pet, so they sit on the customer's profile on Customers & Pets and on the calendar on Appointments. Check-ins and the course notepad track each pet's attendance and progress.

Your business-wide Booking Settings, Notifications and Automatic Actions sit in Settings, and each course template has tabs of the same names for its own courses.

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