Overview
Create and manage group training sessions with enrollment tracking, attendance management, and automated scheduling.
Course Management Overview
Courses are structured, multi-session training programs that allow you to offer group classes like puppy schools, obedience training, and specialized workshops. They provide recurring revenue, efficient scheduling, and professional organization for your training programs.
Key Features
Course Templates - Reusable blueprints for your standard programs
Course Instances - Scheduled courses with real dates and enrolled pets
Enrollment Management - Track capacity and manage pet enrollments
Lesson Scheduling - Automated scheduling with recurrence patterns
Attendance Tracking - Monitor pet progress across all sessions
Lifecycle Management - Handle courses from creation to completion
Quick Start Guide
1. Set Up Course Templates
Before creating courses, you need course templates configured in your services:
Navigate to Services to configure course templates
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 course available for enrollments
3. Enroll Pets
Click "New" → "Enrol pet(s)" from the courses page
Search for pet owners and select pets
Choose available course and complete enrollment
Track capacity and manage enrollments
Course Management Workflow
Creating Courses
Step 1: Course Setup
Choose course template from your configured services
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
Courses are built on service foundations:
Course Templates are configured as services
Service Eligibility determines pet enrollment eligibility
Pricing and Duration inherited from service configuration
Team and Resource Requirements managed through services
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
Courses - Main courses dashboard
Publish New Course - Create course instances
Enrol Pet(s) - Add pets to courses
Related Features
Service Configuration - Configure course templates
Team Member Management - Manage instructors
Resource Management - Set up course locations
Customer Profiles - Manage enrolled pets
Appointments - View course lessons as appointments
Settings and Configuration
Settings - Account configuration
Booking Settings - Course booking rules
Notifications - Course communication settings
Pro Automations - Automated course workflows
Documentation Sections
Getting Started with Courses - Course structure and templates
Publishing Courses - Create and schedule course instances
Managing Enrollments - Enroll pets and manage capacity
Course Lifecycle - Track progress and manage active courses
Course FAQ - Common questions and troubleshooting