Please make sure you have reviewed this checklist for how to get your program ready. 


Prior to creating your course, we recommend that you upload materials and create your lessons first so you can add existing lessons directly into your course using the steps below.  


On this page: 

  • Create a Course
  • Add Lessons
  • Manage Lesson Schedule
  • Add Fee Schedules
  • Add an Enrolment Email
  • Add a New Lesson Email


Separate pages exist for these steps: 



Step 1. Create a Course


go to Programs -> Courses -> Add new course:



Complete the following Course details:

  • Course Name
  • Description - this description will show on the public sales page and the patient portal, use this to describe the benefits of your program but not give too much away! 
  • Upload a banner image - this image will show on the public link sales page. 
  • Upload a featured image - this image will show on the tiles in the patient portal. 
  • The public course link is auto generated for you to share your program on your website or social media. 




Step 2. Add lessons


Select Add lessons




Step 2. Option A -> Add an existing lesson -> select Choose Lesson -> select an existing lesson from the dropdown, use search if needed -> set scheduling and ordering -> select Add Lesson.




Step 2. Option B -> Create and add a new lesson -> enter the name and description for the new lesson -> set scheduling and ordering -> select Add Lesson. Please note you will need to go and add materials to this lesson under the Programs -> Lessons menu. 




Additional Notes: Set the scheduling and ordering of the lessons as below -> select Add Lesson when finished. 

  • Available Immediately = the lesson, and any other set the same, will show immediately on enrolment 
  • Available with delay = the lesson will be set to unlock X number of days after enrolment. see example below.
  • Ordering = the lessons will show listed in this order (is not related to delay)  



example with a 5 day delay, this lesson will be available 5 days after enrolment.  




You will now see your lessons listed under the Linked Lessons section, as below:  

  • Selecting the delete icon will remove the lesson from the course, but not delete the lessons from your Lessons menu
  • Selecting the magnifying glass will opens so you can edit scheduling and ordering. 




Step 3: Manage Lesson Schedule 


Once you have added all your lessons, select the Manage lesson schedule button to view your lesson schedule and make changes if needed -> drag and drop lessons to re-arrange -> change duration by entering a new number. 



Please note: Lessons available immediately are on day 0. Moving these to another day will change their delivery type to DRIP. Changes are applied immediately and apply to existing enrolments. 


Select the Back to course button when finished. 




Before creating any Fee Schedules you will need to create your inventory items for any fees associated with the program. If you have not already done this, go to Inventory -> Items -> and create the inventory items you need: 

  • If your course is complimentary, you will need to create 1 inventory item that is $0 
  • if your course also has an upfront payment, you will need to create an inventory for the value of the upfront payment
  • if your course also has a payment plan option, you will need to create an inventory item for the value of the ongoing payment.



Step 4: Add Fee Schedules


Select Add schedules -> enter the details for the first fee schedule -> select Add Schedule. Repeat these steps for as many schedules as you need, examples are included below. 



Example 1: Complimentary option, available in clinic only -> by selecting the 'In Clinic' option customers will not see this option on the public page and it can only be used by the clinic owner to enroll manually. 



Example 2: Up front payment, once off -> customers will be able to select this option from the public page, it will charge them a one of fee of the amount entered. 



Example 3: Up front payment and ongoing payments -> this example will immediately charge the patient the one off fee and create a Billing Schedule to take the remaining 8 payments. 

Please note: You must collect the clients payment details for these payments to be taken: 




You will now see all your Fee Schedules listed under the Linked Schedules section, as below:  

  • Selecting the delete icon will remove the fee schedule from the course but not delete the inventory item .
  • Selecting the magnifying glass will open the schedule edit screen where you can make changes and add materials if needed.




Step 5: Add an Enrolment Email


Ensure to do the following:

  • set an engaging subject 
  • use the client name merge tag to address the person
  • include details on how to sign up to the patient portal
  • sign off with your contact details so they know it is coming from you 


Refer to this article for more information on creating engaging enrolment and lesson notification emails.


Refer to these articles for more info on the patient portal: 



Step 6: Add a Lesson Notification Email

 

Ensure to do the following:

  • set an engaging subject 
  • use the client name merge tag to address the person
  • include the link to the patient portal so they can go straight there 
  • sign off with your contact details so they know it is coming from you 


Refer to this article for more information on creating engaging enrolment and lesson notification emails.


Refer to these articles for more info on the patient portal: 



Save Course


If you have quick added lessons with no materials, you will need go and do that now, see these articles.  


Notes on course activation

  • an enrolment is activated when the enrolment has no up front payment and only on going payment. 
  • an enrolment is activated with an upfront payment and the initial payment paid. 
  • an enrolment is activated when there is no upfront payment and no ongoing payment.
  • patients need to sign up to the patient portal to access the course material, it is not emailed to them. 
  • if the enrolment email is setup, patients will receive the enrolment email when the enrolment is created. The patient will not have access to the course material in the patient portal until the enrolment is active.  This is not active until paid, as above.