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.
- Title -
Frequency - i.e. weekly
Duration/number of sessions -
Activity setting – this needs to be enabled in the related activity
Activity context - as us if you would like the full list. For example you may wish to have this setup as Block 1, Block 2 etc or Weeks 1 - Week 12.
- Title -
- With this simple information we can then create the template for your course. If you have named your course then let us have the name too. It will make it easier when creating the sessions for the course.
- When we have discussed your requirements, a one-off cost may be applicable. Our team will inform you beforehand for your approval.
- 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.
- From the referral record / Assign the relevant activity / Manage bookings / Select the desired number of sessions and scroll down to Courses to book.