If you currently run a course such as a 12 week weight management / exercise referral or any activity participants are booked in for the entire course then this article is for you!
ReferAll's course feature in basically a series of sessions. Booking someone into a course, will then book them into all sessions of that course starting on a set date.
Using our course feature will save you time when making bookings and if there is a need to cancel a course - then the system will take care of communications.
- First thing first, a course needs to be defined. Once you have defined the course then email support@refer-all.net with the title. From here we will create the template which you will use.
- Title - The name of the course e.g. 12 Week Weight Management
Frequency - i.e. weekly
Duration/number of sessions -
Activity setting – this needs to be enabled in the related activity
Activity context - ask us if you would like the full list of all context. For example you may wish to have this setup as Block 1, Block 2 etc or Weeks 1 - Week 12.
- Title - The name of the course e.g. 12 Week Weight Management
- With this information we create the template for your course.
- Once you have been notified the course has been configured, after a system release, head over to the Activities icon / Manage Activities tab. Edit the activity and select Activity setting:
Click Save. - Next, generate Sessions for the chosen course activity. When selecting your course, you only need to select the venue and course owner. When you generate the sessions it will generate all the sessions appropriate to your course based on the template you defined.
- To book someone in to a course use either calendar view or book via the referral record NB: you only need to book the first session, the system takes care of the rest.