INDICE

Introduction

From Planning -> Courses -> Course Summary it is possible to:

  • check all the courses that have been planned
  • edit the details of courses
  • add details to courses

Courses must have already been planned from Planning -> Courses -> Course Planning as indicated in the specific manual. 

Filters

To view the desired courses, it is necessary to apply some filters first. 


The available filters (that can be applied individually or simultaneously) are:

  1. season
  2. activities
  3. date of the course
  4. time of the course
  5. tags


After clicking on Update, a list of the scheduled courses will be displayed in a table.


There are also three different ways to filter the columns in the table:

  1. show: number of rows to be shown in the table
  2. search: type a word in the search field to show only the courses related to that key word
  3. order of appearance: by clicking on the name of the column (in bold) the rows will be ordered accordingly: e.g. click on the starting-time column to order the rows from the earliest course to the latest and viceversa. 

How to Delete Courses

To permanently delete courses click on the Delete button.  

 

Please note that this operation requires great care as once deleted, courses are not retrievable. Therefore it is important to check if there are active enrolments/bookings.


If there are, it will be necessary to store them rather than delete them, in order to avoid the loss of data.To know how to store courses, please check the "more" section at the bottom of the table in the following chapter of this manual.

How to Edit Courses

To check/edit some details of a course, click on the Detail button.


It is also possible to perform changes to more than one course at the same time:

  1. select the boxes of the courses you wish to edit (or click on the Select-All button. Please note that in case the results are shown on more than one page, it will be necessary to select a higher value in the Show box on the right-hand side. In this way, all the results will be on one page and the system can select them all. Otherwise only the results on the current page will be selected) 



2. click on the Edit button

            

3. TICK THE BOX and insert/edit the required details, then click on OK. 


IMPORTANT: When details regarding the scheduling of the course (such as area, time, duration, capacity, day, etc.) are edited, it will be necessary to click on this button to update the calendar:



You will notice that some info cannot be edited for multiple courses at the same time. Please find below a list of all the info that can be edited and which can be edited for more than one course simultaneously.


SECTIONDESCRIPTION
MULTIPLE-COURSE EDITING

INFO


Name of the Course
YES
Skills YES
Capacity  

(maximum number of people per class)

YES

TRAINERSCourse instructor (start typing the name and the system will suggest the full name of the instructor. Click here to see how to create an instructor profile)YES 
Assistant (optional additional member of staff assisting the main instructor during the course)
NO

Starting date of assistance (to terminate the work of the assistant, their name must be manually removed once they will be no longer required for the course).

NO

Notes

NO


AREASFacility
NO
Area
NO
Lane
NO
Day
NO
Starting Date* YES
Last Day*YES
Starting Time
NO

Duration (minutes)

NO
*WARNING: editing the dates of the course and thus making it shorter will prompt the system to automatically delete the classes that were originally planned on the days that have been left out. Existing enrolments and bookings will also be affected by the change of dates and class cancellation.
Conversely, if the period is extended, the system will NOT plan classes for the additional days. It will be therefore necessary to plan them manually from Planning -> Courses -> Course Planning

OTHER LOCATIONSFacility
NO
Area
NO
Starting Time
NO

Duration (minutes)

NO
Plan Instructor: if this option is marked, the time the instructor dedicates to the course in the additional locations will be included in the calculation of their hourly pay. 

Conversely, the system will only refer to the duration of the course in the main area specified during the planning.

For more info please refer to the following manual: "Courses - Multiple-Area Planning"
NO


PRICEPrice: OBSOLETE. DO NOT USE.
YES
TaxYES


E-COMMERCE
Renewal: the enrolment onto the course can be renewed via the E-Commerce
YES
New Purchase: customers can enrol onto the course via the E-Commerce
YES
E-Commerce Description: description of the course that will be visible on the E-Commerce
YES
Pre-emption Dates: during this time frame, the course will be available for renewal first and for new purchases afterwards. If pre-emption dates are not provided for the specific course, the system will refer to the pre-emption dates specified in the period of validity the course refers to.
YES


ACCESS
Medical Certificate/Membership Fee neededYES
Access Control Options: 
  • Default Access Settings
  • Customised Access Time:
    • early access (minutes) compared to the beginning of the activity
    • late access (minutes) compared to the beginning/end of the activity
Example: if by default the access to every course is allowed 15 minutes prior to its beginning, it will be possible to change the default value to allow access to the swimming course 30 minutes before the beginning, or for late-comers, 5 minutes after the beginning, or for parents who pick up children, 5 minutes after the end of the course, and so on 		YES

Card Models: it is possible to select one or more card models (through the Add button) to make the course available for enrolment only to those users with a valid card model among those specified. If no card model is specified, any of them will be considered valid for enrolment.


YES


STATISTIC DETAILSBy providing specific keywords in these fields, they will act as filters for analysis purposes and reports.
Example: 
field 1 = swimming course, 
field 2 = adult, 
field 3 = beginners. 
More info about statistic details here		YES


MORE

Notes: info about the course (they will appear during the sale of the enrolment and on the payment receipt)

YES
Store the Course: once a course is stored, it will no longer be available for enrolment or booking, unless the box is unticked.
This option is useful to hide the course from sale and booking windows without losing the history of customers' activity.		YES
Tags: tags are useful to filter categories of courses, for example off-peak, pregnancy, new courses... 
tags for courses can be created from Settings -> Tags -> Courses		YES

Minimum Number of Participants Allowed (for statistical purposes only)

YES