As an admin user, you can manually book members onto courses in several scenarios. This guide will walk you through the process.
When would you use this feature?
A course has already started, and members who attended haven't booked or paid yet.
A member wants to enrol but prefers a future start date.
Things to Consider:
You can book members onto courses regardless of the course's start date.
The system will calculate the pro-rated fee based on the remaining sessions if the course has begun.
For future start dates, the system will calculate the price based on the remaining sessions.
You can override the price during the point-of-sale transaction (e.g., charge the full price even if enrolling after the start date).
Steps to Manually Book a Member:
Navigate to Courses:
Go to the "Courses" section.
If nothing appears, click the "Today" or "Upcoming" filter buttons to reveal the course.
Select the Course:
Click on the specific course name where you want to enrol the member.
Add Customer:
On the course detail page, find the gear icon (⚙️) in the top right corner.
Click the icon and select "+ Add customer to course".
Find the Member:
Search for the member you want to enroll.
Choose Start Date:
Select the desired start date for the course (the member's preferred start date or yours).
The price will automatically adjust based on the chosen start date.
Payment Options:
Choose the payment method:
"Book as unpaid" (if the member will pay later)
"Book for free" (if the course is free)
"Point of sale" (to process the payment immediately)
If using "Point of sale," complete the payment process.
Confirmation:
Once the payment is complete (if applicable), the member will be automatically enrolled in the course and all relevant sessions.
Additional Notes:
You can override the system-generated price during the point-of-sale transaction.
For help on creating courses check out our article https://help.clava.co.uk/en/articles/9875182-courses-how-to-create-a-new-course