Event enrollment

Events access type and enrollment flow

  • Enrollment by site admin only ( Access Type - By Invite)

Events those are not available for self enrollment by learners should have access type set as 'By Invite'. These events will not appear on calendar / catalog / dashboard event widget for self enrollment. Site admin can add participants in these events and once user subscribed, learner's calendar and dashboard will show that subscribed events.

  • Events on Calendar ( Access Type - Free and Paid  )

Site level events (paid / free) appears on calendar and users can self enroll in those events after creating an account and making payment ( if price associated).

Group level events (paid / free) appears on group member's calendar for self enrollment. Group events will not appear on users calendar those are not member of event's parent group.

  • Events on catalog ( Access Type - Paid and Event created within course session)

To list an event on course catalog page, event should be created within a course session and it's access type should be set as paid ( if it's free make it paid with price as 0). learners can self enroll in events listed on catalog after making payment. Events full description can be added using event placements ( Big banner, Learning objective and payment

 

Users enrollment by Site Admin

Site Admin/Instructor can add participants in all type of events.

Access event participants tab to add participants in the event -

There are multiple enrollment options available for event created within a course session -

User list filters :

Users list can be filtered for course session members only. Users list can be filtered for group members only, There is an option to enroll all group members. Selected group's members will be added in event.

Create Invoice and Mark Payment Pending :

At the time of enrollment invoices can be generated and payment can be marked pending. This covers the flow when admin enrolls users and sends them invoices and later on payments are received.

Participants List :

Participants list shows InvoiceId, Payment pending status and provide a notes field to enter note for each participant.

Payment Transaction Report :

Transaction details appears in transaction report and list provides an option to mark pending payments as paid once payments are received.

Event Participants list :

Participants list removes payment pending status once invoices are marked as paid through payment transaction report.

 

Users Self Enrollment Flow

Calendar View ( Free / Paid events )

Free events takes user to sign-in page and paid events opens event overview page.

 

Catalog View

Events created within a course session and having access type as paid are listed on course catalog page.

Catalog list page view -

 Event Overview page

  In self enrollment flow a guest user ( not logged-in) is taken to registration page on clicking Buy button. If user is logged in user is directly taken to payment page.

Enrolled user's dashboard

 

Rating

  • Follow