Training Reseller

An Event is a group of Course Dates that are managed together - usually because they form a curriculum or because they represent different ways of buying the course - for example with or without meals.

Course Dates are the courses you have scheduled, with start and end dates, a venue and pricing.

Documents hold the information captured from enquiries, registrations or other interactions you have with customers. Documents are usually created when a customer fills in a form on your web site. See also Fields and Forms which allow you to define the information captured on each Document.

Document versions provide a history of each Document so you can see which information has been changed, as well as who made the change and when it was made.

A status tracks the progress of a particular Course Date or Document in your business processes - see also Process Path. They can also record future actions that are required, such as a follow-up phone call.

The Address Book allows you to record contact information for business contacts, suppliers etc.

Options are a major part of configuring CourseSales.com. With options you can define office locations, course categories, file categories, place names, note types, information about course providers, and login roles. Some licenses let you define unlimited additional types of options.

Course Masters are templates that make it fast and easy to list courses for sale. Course Masters also control certain settings for all the Course Dates attached to them - such as the Process Paths, Payment Group and Currency.

The format for a particular course. This can range from a brief description through to full details about timings and topics.

This is CourseSales.com's content management system, letting you create content to be used on web pages and in emails. This includes course descriptions, course formats, course topics, emails, PDF layouts of Forms, terms and conditions and content for your web site.

Files are attachments that customers can download from your web site, or that are sent with automatic emails. These can include course outlines, study materials, course joining instructions etc.

This is where you publish information about the rooms your courses are held at. This can include their location which can be used on your web site to automatically display a map.

Process Steps are the stages a Course Date or Document can go through in your business processes.

Process Rules define which emails should be sent when automatically processing a particular Process Step.

Process Paths define workflows in CourseSales.com - they list the particular Process Steps that your staff should follow when administering Course Dates or Documents. They also allow you to define which Forms your customers are shown on the web, and any forms your staff should fill-in when completing a Process Step.

Price Rules define how CourseSales.com will automatically adjust the prices of Course Dates over time.

CourseSales.com gives you control over what information you capture. Fields are used on Forms that either your customers fill out on your web site, or your staff fill out when they are completing a Process Step.

CourseSales.com Form Designer records defining the content and layout of online formsthat either your customers fill out on your web site, or your staff fill out when they are making updates. Once a Form has been designed it must be published to make it available to users.

Published Forms define the content and layout of online forms that either your customers fill out on your web site, or your staff fill out when they are making updates.

Currencies allow you to publish content about the currencies you price your courses in.

Tax Rules define how prices should appear on your web site, and how to calculate the total amount payable for online payments.

A payment type is a single means of payment, such as a credit card. Course Sales allows you to define surcharges that will be included in the total price.

A list of the Payment Types you accept for a particular course.

The Catalog lists items that can be sold with courses as well as discounts and surcharges.

Relationships between records in CourseSales.com - for example the roles people have in delivering a Course Date.

Notes allow you to keep track of incidental information about a record or customer. Notes can be attached to most types of records in CourseSales.com.

License to use CourseSales.com.

Information about your organisation and preferences.

Logins provide the user administration functions in CourseSales.com, including their username, password and timezone.

Permissions are used to define which information groups of users can see or update in CourseSales.com.

Services update automatically records in Course Sales.

Request configuration support from CourseSales.com.

Audit Trails record who has created or updated records in CourseSales.com, and when the update occurred.

Logs keep track of processing errors and help CourseSales.com staff resolve issues for you.

CourseSales.com online help content. Some licenses allow you create your own documentation for your staff to refer to.