Overview
Understanding the course lifecycle helps you effectively manage courses from creation through completion. Each stage requires different management actions and offers specific capabilities.
Course Status Stages
Courses progress through three main statuses:
Upcoming
Definition: Course is scheduled but hasn't started yet
Characteristics:
First lesson date is in the future
No lessons have been conducted
Enrollments are open (if capacity available)
Full editing flexibility
What you can do:
Enroll additional pets (if space available)
Modify schedule dates and times
Change instructor or location
Cancel or reschedule the course
Add notes and planning details
Indicators:
"Upcoming" status badge
"Next Lesson" shows first lesson date
Available capacity displayed
In Progress
Definition: Course has started and is actively running
Characteristics:
At least one lesson has passed
Course is between first and last lesson dates
Active attendance tracking
Limited schedule modifications
What you can do:
Enroll pets (if space available and service allows)
Track attendance for each lesson
Add notes about progress
View upcoming lessons
Manage course notepad
Indicators:
"In Progress" status badge
"Next Lesson" shows upcoming lesson
Shows completed lessons count
Restrictions:
Can't change past lesson dates
Instructor/location changes require caution
Schedule modifications need communication with enrolled customers
Completed
Definition: All lessons have been conducted
Characteristics:
Last lesson date has passed
Course archive maintained
Historical record of attendance
No further enrollments possible
What you can do:
Review complete course history
Check final enrollment and attendance
Access course notes and records
Use as template for future courses
Indicators:
"Completed" status badge
All lessons show as past dates
Final enrollment count locked
Course Detail View
Click on any course from the Courses page to access detailed management.
Overview Tab
Header Information:
Course name and template
Start date and time
Status badge (Upcoming, In Progress, Completed)
Enrollment count (e.g., "0 pets enrolled")
Key Details:
Schedule summary - Frequency and total lessons (e.g., "6 Lessons on Saturdays, Weekly")
Instructor - Assigned team member
Location - Where course is held
Lesson Timeline:
The timeline shows all course sessions with:
Next Lesson Highlight:
Jumps to the upcoming lesson automatically
Shows date prominently
Quick access to next class details
Individual Lessons:
Lesson number (Session 1, Session 2, etc.)
Date - When the lesson occurs
Time range - Start and end time
Duration - Length of lesson (e.g., "1h")
Status indicator:
Upcoming - Future lesson
In Progress - Currently happening
Completed - Past lesson
Up Later - Scheduled but not next
Visual Layout:
Chronological list from first to last lesson
Month indicators on the left
Clear separation between lessons
"End of Course" marker after final lesson
Course Notepad Tab
Purpose:
Record observations during classes
Track group dynamics
Note individual pet progress
Document incidents or achievements
Share information with team
Best uses:
Lesson-by-lesson notes
Pet behavior observations
Customer feedback
Training milestones
Areas needing attention
💡 Tip: Update the notepad after each lesson while details are fresh in your mind.
Temporarily Reserved Places Tab
What are reserved places?
Temporary holds on course capacity
Not yet confirmed enrollments
Expire after a set time
Prevent overbooking during enrollment process
When reservations are created:
Customer starts enrollment process
Payment processing in progress
Administrative hold for special circumstances
Trial period enrollment
Managing reservations:
View active reservations
Check expiration times
Release unwanted holds
Convert to confirmed enrollments
Managing Active Courses
Pre-Class Preparation
Before each lesson:
Review enrolled pets list
Check notepad for any special notes
Verify instructor and resource availability
Prepare materials and space
Communication:
Send reminder messages to customers
Confirm attendance if needed
Share any preparation requirements
Provide parking or arrival instructions
During the Course
Attendance tracking:
Mark pets present at each lesson
Note any absences
Track partial attendance
Follow up on repeated absences
Progress notes:
Document individual pet development
Note group dynamics
Record training milestones
Identify pets needing extra attention
Customer interaction:
Provide regular updates
Answer questions and concerns
Offer guidance for home practice
Build relationships for future enrollments
Course Completion
Final steps:
Complete final lesson notes
Update all attendance records
Prepare completion certificates (if applicable)
Gather customer feedback
Follow-up:
Request testimonials and reviews
Suggest next-level courses
Maintain contact for future programs
Archive important notes
Lesson Management
Viewing Lesson Details
Each lesson in the timeline includes:
Date and time - When it's scheduled
Duration - How long it runs
Status - Current state (Upcoming, In Progress, Completed, Up Later)
Lesson number - Position in the sequence
Modifying Lessons
For upcoming courses:
Edit individual lesson dates if needed
Adjust times for specific lessons
Account for holidays or closures
Reschedule with appropriate notice
For in-progress courses:
Can modify future lessons only
Past lessons cannot be changed
Communicate changes to all enrolled customers
Consider impact on course completion date
💡 Best Practice: Try to maintain the original schedule to avoid confusion. If changes are necessary, communicate clearly and early.
Best Practices
Course Preparation
2-4 weeks before start:
Confirm all enrollments
Send welcome email with details
Prepare course materials
Review course content plan
1 week before start:
Final reminder to all enrollees
Confirm instructor availability
Check facility preparation
Send parking/arrival instructions
Day before:
Final prep of materials
Review enrolled pets' profiles
Set up space and equipment
Mental preparation for instructor
During Course Delivery
Consistency:
Stick to schedule as much as possible
Maintain regular communication rhythm
Follow course structure from template
Deliver quality content every lesson
Engagement:
Encourage customer questions
Provide take-home exercises
Share progress updates
Build community among enrollees
Documentation:
Keep detailed notes in course notepad
Track attendance meticulously
Document significant events
Record customer feedback
After Course Completion
Immediate follow-up:
Thank customers for participation
Share completion certificates
Request feedback and testimonials
Promote advanced courses
Program improvement:
Review what worked well
Identify areas for improvement
Update course template if needed
Plan next session dates
Customer retention:
Maintain contact with graduates
Notify about future courses
Offer alumni discounts
Build ongoing relationships
Troubleshooting
"Next Lesson not displaying correctly"
Check:
System date and time settings
Lesson dates are properly set
Course status is correct
No scheduling conflicts
"Can't modify lesson dates"
Possible reasons:
Lesson is in the past
Insufficient permissions
Course is completed
System restrictions apply
"Course not progressing to In Progress"
Verify:
Current date has passed first lesson date
System is updating status correctly
No configuration issues
Course wasn't cancelled
Next Steps
Course Management
Publishing Courses - Create new course instances
Managing Enrollments - Enroll pets and manage class capacity
Getting Started with Courses - Understand course structure and templates
Customer and Pet Management
Customer Profiles - Manage enrolled pet owners
Pet Profiles - Track individual pet progress
Appointments - View course lessons as appointments
Team and Resource Management
Team Members - Manage instructors and capacity
Resources - Set up course locations and facilities
Team Member Availability - Check instructor availability
Settings and Configuration
Settings - Account configuration
Notifications - Course communication settings
Booking Settings - Course booking rules
Pro Automations - Automated course workflows
Troubleshooting Navigation
Common Issues and Solutions
"Next Lesson not displaying correctly"
Check Courses for course status
Verify lesson dates and scheduling
Review Team Member Availability for conflicts
"Can't modify lesson dates"
Check course status and permissions
Review Course Management for restrictions
Verify Team Member Availability for availability
"Course not progressing to In Progress"
Check Courses for course status
Verify lesson dates and system settings
Review Course Management for configuration
Documentation Sections
Getting Started with Courses - Understand course structure and templates
Publishing Courses - Create new course instances
Managing Enrollments - Enroll pets and manage class capacity
Course FAQ - Common questions answered
Need help? Contact support or click the "Get Help" button in your dashboard to chat with our team.