When you enrol a pet in a course, it is booked onto all the lessons at once, one place in the class is taken, the customer is committed to the whole programme, and attendance can be tracked across every lesson.
Enrol pets in a course
Enrol in Course takes you through the enrolment one step at a time.
Open Courses, select New, then Enrol pet(s).
On Client, choose Existing Client, search under Select Owner & Pets by pet name, owner, phone or email, and select the owner and the pets. For a new customer, keep New Client. Select Next.
On Course Type, choose the course template, then select Next.
If the template has an age limit and the customer is new, enter the pet's birthday on Birthday, then select Next.
On Course, choose the course under Select Course. Optional: add Notes. Select Next.
For a new customer, fill in Pet & Owner, then select Create & Continue.
On Review, under Notify customer about the booking?, choose Send booking notification or Book silently.
Select Enrol Now.
You can enrol several pets from the same owner at once, and the button then reads Enrol Now with the number of pets. Enrol Pet in the Manage menu of a course on Courses, and New Booking on a course template's card, open the same form with that course's template chosen, so it skips Course Type. Every lesson of the course is selected; to leave some out, switch on Only Enrol in some lessons under the course and untick them.
On Business Pro, Flex, Max and Enterprise, Notify customer about the booking? has no default, and Enrol Now stays unavailable until you choose. A trial starts on Book silently, and you can still choose to send. On Calendar Lite the enrolment is always silent, and Send booking notification carries a Pro lock. Send booking notification sends the booking confirmation by email and SMS. Book silently sends nothing, and the enrolment email with every lesson's date and time cannot be sent later from the course, which suits an enrolment the customer already knows about, or a test. If the course takes a deposit and the customer has no card on file, choose how to take the deposit before Enrol Now turns on.
The Notes field on this form is not saved to the lesson bookings. To record special requirements, customer requests or behavioural considerations, add them to the lesson appointments after you enrol.
Which courses you can choose
The course list shows each course's name, start date, lesson time and number of sessions, such as 6 sessions. It shows courses that have not started and that have places left, and checks the selected pets against each course's service: its age, breed and other eligibility rules, checked for the course's start date.
A course the pets do not qualify for is listed after the others, faded, with the reason, such as a pet too old on the course start date. Options holds Course Filters: Ignore Eligibility, Show Full Courses and Show In Progress. If no course suits the pets, No Eligible Courses offers Publish New Course or Ignore Eligibility.
When a pet fails a badge, prerequisite, capacity or attendance cap rule, your team can still enrol it by confirming Enrol anyway?, or Attendance limit reached for an attendance cap, with Override and enrol. The attendance cap override is recorded on the appointment. A pet owner booking online cannot override.
A pet owner can enrol online only while the first lesson is further away than the lesson service's booking notice period. Inside that notice, the booking form shows the course faded with the notice it needs, such as Needs 12h notice. Your team can still enrol the pet.
Enrol from Quick Actions
Course Enrolment opens a shorter panel, Enrol pet(s) in a course, with every field on one page. It is under Quick Actions in the sidebar and in Mission Control's quick actions, once your business runs courses.
Open Mission Control, select Actions, then Course Enrolment.
Under Select Owner & Pets, search by pet name, owner, phone or email, and select the pets. To add a customer first, select New.
Under Course, choose the course.
Optional: add Notes.
Under Notify customer?, choose Send notification or Book silently.
Select Enrol Now.
Its Options menu names the third filter Show In Progress Courses, and its Notes are not saved to the lesson bookings either.
See who is enrolled
Open Courses and find the course.
Select the pet count on the course, such as 3 pets, to open its enrolled pets, or select Manage, then View Course.
Each course shows the places left, such as 4 Places Remaining, or Course Full. On the course's own page, the header shows how many pets are enrolled, and each enrolled pet has a Manage menu with View Lesson Card, Check In and Check Out, Move to Another Course, Change Pet, Cancel Enrolment and, when the owner has not agreed to your terms, Resend Activation SMS.
Each enrolment takes one place, and a place counts across every lesson of the course. A full course drops out of the Course list unless you switch on Show Full Courses, and reserved places reduce the places left.
Move a pet to another course
Move a pet when it needs a different day or time, keeping its lessons in step.
Open Courses, select List, then Manage on the course, then View Course.
Select Manage on the pet, then Move to Another Course.
Under Which sessions need to be moved?, choose the lessons, then select Next: Choose Course.
Choose the new course and the same number of lessons on it, then select Next: Review.
Check the before and after, choose Send notification or Move silently, then select Move Attendee.
The review warns when two lessons would land on the same day, or when a date already has a lesson for the pet. A move cannot be easily undone.
Change the pet on an enrolment
If you enrolled the wrong pet, put the enrolment on another of the same customer's pets. The payment stays where it is, so nothing is refunded or charged again.
Open Courses, select List, then Manage on the course, then View Course.
Select Manage on the pet, then Change Pet.
Choose the new pet, then select Change Pet.
Every lesson still to run moves to the new pet. Lessons that have already run stay with the original pet. The new pet is checked against the course's eligibility rules and prerequisites, and you can override a rule the same way as when enrolling. If the course needs vaccinations you review, the new pet's lessons wait as Pending until its certificate is approved.
The customer is not sent a message, so let them know about the change yourself. To change to another customer's pet, cancel the enrolment and enrol the new pet instead.
Hold places with Temporarily Reserved Places
Reserve places for a customer who is still deciding, a payment you are waiting on, or another special case.
Open Courses, select List, then Manage on the course, then View Course.
Choose Temporarily Reserved Places.
Set Reserved Places Count to the number of places to hold.
Select Save Changes.
The count applies to every lesson in the course, and reserved places reduce the capacity left for new enrolments. They do not expire: lower the count to release them. Enrolling a pet does not use up a reserved place, so lower the count once the customer enrols. Discard Changes drops a count you have not saved.
Plan class sizes
Small classes of 4 to 6 pets suit specialised training and behavioural work: more personal attention and better control, at a higher cost per pet. Medium classes of 8 to 10 suit standard obedience and puppy classes, and need an experienced instructor. Large classes of 12 or more suit basic socialisation and introductory programmes, and need strong classroom management.
When a course fills, note the customers who are interested, and offer another date or publish another course from the same template. Let the demand you see shape the courses you plan next.
Before you open enrolments, check the course is set up, the instructor is available, the location is ready and the start date leaves time to fill it. Announce a course two to four weeks ahead, by email to eligible customers, on social media and in person. Once it starts, track attendance at each lesson, note each pet's progress, and keep in touch with the customers.
Troubleshooting
I can't find the customer
Try other spellings, or search by phone or email. If they are new, keep New Client on Client and add them on Pet & Owner. In the Quick Actions panel, select New under Select Owner & Pets.
A course isn't appearing
Check the course has not started and has places left, or switch on Show In Progress or Show Full Courses under Options. If it is faded, read the reason beside it: the pets may not meet the course's service rules.
A pet can't be enrolled
Check the pet's profile is complete, including its date of birth and breed, and that it meets the course template's age, breed and badge rules under Manage Template. Your team can still enrol it with Enrol anyway?.
The enrolment confirmation wasn't sent
A class enrolment booked with Book silently sends no enrolment email, and the email cannot be sent later from Manage. Resend Booking Confirmation is not offered on a class booking. Check the customer's email address and your Notifications settings for enrolments that were sent.
Next steps
Publishing Courses: create new courses
Course Lifecycle: track progress and manage active courses
Getting Started with Courses: course structure and templates
Creating Your First Course Template: step-by-step first-time setup
Course FAQ: common questions answered
Course lessons also show as appointments on Appointments, and customers and their pets are on Customers & Pets.
