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Create a course

Courses contain 2 or more of the same service. Packages can contain different services.

Dr Askari avatar
Written by Dr Askari
Updated over 6 months ago

Before creating a course or package, you must have created a course category for it to be assigned to. Courses and packages share the same categories.

Create a Course Category

Create a Package

Create a course

  1. Click on Admin in the right hand menu.

  2. Click "Courses" in the Resources box.

  3. Click "COURSES" in the secondary menu at the top.

  4. Click the blue plus button next to the search bar.

  5. Complete the required fields.

    1. General : Select the "Service" and "Category".

      1. Specify how many services will make up the course and how long before the Course expires.

      2. Choose if you want the expiry countdown of the course expiry should start after the first service has been received as soon as the course has been purchased.

    2. Commission : Clicking "Allow commission" applies this setting to all the products within the category. This means that sales of these products will be included in the staff commission reports.

  6. Ensure that your desired courses are active - the switch in the "Active" column should be green. Click to activate/deactivate.

TIP : 💡

Put the full name of the service and number of treatments within the name of then Course e.g. HydraFacial x 3. This will ensure that it is clear when searching for these items or locating them on invoices and reports.

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