STEP 4. COURSES



SELLING A COURSE


In step 1, we configured our services and courses, and now we are going to sell a course together:

  • Access the option New > Course

  • CUSTOMER: Search for the customer and select them, or if they don't exist, quickly add the customer and their animals.

  • DATES/TIME, EMPLOYEES: We do not select dates/times or the employee/trainer now, because since it consists of multiple sessions/modules/classes, we will schedule them later.

  • COURSE: Select the course you want to sell. The price will be filled in and you can include discounts if needed.

  • PAYMENTS ADVANCES: You can note down payments advances if the customer pays part of the money but you will not invoice the course now.

  • If you click on the button , MORE OPTIONS will appear

    • Print this booking summary

    • Charge/invoice. (This you can also do later)

    • If you want to print or send any document/contract when selling a course to hand over to the customer (legal terms, privacy, pre-course advice, attendance conditions, ...), you can configure it and it will appear at the bottom, so you can print/send it directly, without leaving this screen.

    • Schedule the sessions, classes, or modules that make up that Course. (This you can also do later)





training reservation


VIEWING AND SEARCHING COURSES


In the option View > Courses you can see all the courses and quickly determine if they are paid/pending and plan their sessions/classes/modules




dog training software

CHARGING/INVOICING


You can charge it later or charge it now.


Remember that you can configure the numbering format you want the invoices to follow. You do not have to manually enter the number of each invoice, the software fills it in automatically so that the invoices are consecutive.



SCHEDULE/PLAN


You can schedule/plan the sessions/classes/modules now or do it later, using the button

If you click on that button, you will see all the sessions, their status, and more actions:


dog training software configure rates






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