Add a course in Profit Windows

Before you can add a course page on your site, you first need to add the courses that can be taken in Profit Windows.

To add a course:

  1. Open Profit.
  2. Go to: CRM / Course management / Course.
  3. Click on: New.
  4. Enter the code.
  5. Enter the description. 
  6. Complete the remaining fields. 
  7. Click on: Next.
  8. Complete the fields.
  9. Click on: Next.
  10. Select the location.
  11. Enter the minimum and maximum number of participants.

    If you selected a location, the maximum is suggested based on what is specified for the location. You can change the maximum for a specific course. This data is included in the occupancy overview.

    During the registration of participants for the course, a check is made against this maximum. If it is exceeded, a message is displayed but you still are able to register more participants.

  12. Click on: Next.

    You can also add a remark and an image.

  13. Click on: Finish.
  14. Open the properties of the course..
  15. Go to the tab: Event.
  16. Click on: New.
  17. Select the Auto numbering check box.
  18. Click on: Next.
  19. If required, enter a value for  Session date.
  20. Select a value for Day part.
  21. Click on: Next.
  22. Click on: Finish.
  23. Go to the tab: Confirmation.
  24. Select a value for Invitation.

    Here, you select a course report. This invitation is automatically sent to the participants when they register for the course.

  25. Select a value for Registration message.
  26. Select Bevestiging inschrijving cursus for Message template.
  27. Click on: OK.

See also

Directly to

  1. Configure a course in InSite
  2. Add a course in Profit Windows
  3. Add a Course document template
  4. Activate a course document template
  5. Activate participants
  6. Configure the Review registration workflow
  7. Add the Courses menu
  8. Add a course page
  9. Link a course page to the menu