Setting Up and Managing Courses in Pike13

Course Services are designed for group-based sessions with a set start and end date. Clients must pay the full enrollment fee upfront and are automatically enrolled in every event in the series. This guide will help you create, modify, and manage course services.

Creating Course Services

1. Copying an Existing Course Service:

   • Go to Settings and select Services.
   • Click + New Service and then + Duplicate Existing Service.
   • Choose the existing course to duplicate and enter a new name for it.
   • Click + Create and update the course settings.

2. Creating a New Course Service:

   • Navigate to Settings > Services.
   • Click + New Service and select + New Course Service.
   • Enter the course name, price for the entire series, applicable taxes, revenue category, who can purchase the course, and service category. Click Finish.
   • Customize the course series details, including start date, end date, days offered, and instructor if known. Click Finish.
   • Adjust settings under the Details tab, Registration, Cancellation, and Website Settings as needed.

Modifying and Deleting Course Services

1. Modifying a Course Service:

   • Go to Settings > Services.
   • Select the course and click the Details tab to adjust name, capacity, price, and other settings.
   • Update registration, cancellation policy, and website settings as needed.

2. Deleting a Course Service:

   • Go to Settings > Services.
   • Select the course you wish to delete and click Delete.
   • If prompted, cancel all upcoming course sessions before deleting.

Scheduling Course Times

1. Scheduling a New Series:

   • Go to Settings > Services.
   • Select the course and click + New Course.
   • Set up the series details and save the schedule by clicking Finish.

2. Scheduling Additional Times:

   • Select the course and series.
   • Click + Add Another Time to add more times.
   • Save the updated schedule by selecting Finish.

Managing Course Waitlists

1. Enabling a Waitlist:

   • Go to Settings > Services.
   • Select the course and click Edit next to the Waitlist section.
   • Enable the waitlist and set limits if needed. Choose automatic or manual client additions.

2. Adding Clients to the Waitlist:

   • If a course is full, add clients to the waitlist by selecting Add Clients from the schedule.
   • Choose clients to add and decide whether to notify them.

3. Enrolling Clients from the Waitlist:

   • Select the course and move clients from the waitlist to enrolled by clicking the up arrow next to their names.
   • Clients must pay the course fee to be officially enrolled.

4. Removing Clients from the Waitlist:

   • Select the course and click the gear icon next to the client’s name to remove them from the waitlist.
   • Choose whether to notify the client.

Enrolling Clients in a Course

1. Enrolling a Client:
   • Go to Schedule and find the desired course.
   • Click Enroll clients, select the client, and complete the payment process.
   • Confirm the enrollment by clicking Secure Checkout.