Training Sessions now include a Training Session Type, which allows sessions to be grouped by a shared name. This makes it easier for customers to find all sessions of a particular type in the customer portal. When a Training Session Type is pre-selected, the calendar will automatically highlight all dates where sessions of that type are available.
In This Article
- Training Session Types - Overview
- Adding Training Session Type
- Pricing
- Utilising Training Session Types
To create and manage your Training Session Types go to Settings > Courses, Sessions & Service.
Then navigate to Training Session Types in the left side menu.
Training Session Types - Overview
The Overview page displays a list of all Training Session Types, allowing quick edits to key fields. You can click directly on the underlined Name, Start Time and End Time, to update them, and toggle the Active status.
To make further changes to a Training Session Type, click the Edit button to open the full edit view. If you need to delete a session type, click the dropdown arrow next to Edit and choose Delete from the menu.
To view inactive Training Session Types, toggle the Show Inactive switch to the on position. This will display all session types that are currently marked as inactive within the Overview list.
Adding Training Session Type
You can add a new Training Session Type with the Add Session Type button in the top-right.
Name - The title or label used to identify this training session type.
Description - Description of what is included in this training session type.
Start Time - Sets the default time that training session begin
End Time - Sets the default time that training session will end.
Training Type - The type of training. New types can be added with the button.
Active - Whether this Training Session Type is active and selectable when adding Training Sessions
Pricing
Each Training Session Type can contain multiple prices for different customer types.
Customer Type - The customer type to associate with this price. You can leave it blank to apply to all customer types
Session Cost - The cost for an individual session. This cost will not apply to courses that do not allow sessions to be individually attended.
Tokens - The cost in tokens for this pricing. Leave this blank if you are not utilising tokens/packages for individual sessions. Courses are unaffected by this setting.
To add a new price press the button.
Once you have completed .
| Important -Prices will be checked in the order shown, the first matching item will be used as the booking cost. |
You can adjust this order by selecting the up/down arrows and dragging the items into your desired position.
Utilising Training Session Types
Training Session Types help categorise and organise your training activities. When creating a new Training Session or Course, you will need to allocate the appropriate Session Type.
For More Information
On creating Sessions view - Training Sessions
On assigning services to staff view - Staff Settings
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