Training Credit

Training Credits enables a customer to purchase a block of credits upfront and then distribute it to learners to redeem for paid training within a given time frame. It provides a convenient way for purchasing once for whole team using credit card and use training credits later for registering for training. 

Please contact our support team 'support@edubrite.com' if planning to switch from single currency to multiple currency.

Sellers Setup

  • Enable multi currency for supporting TCR Training Credits transactions.
  • Select currencies, site's default currency and TCR
  • Enable Purchasing Training credits (It wants to allow users to self purchase training credits.)

Enable Training Credit Currency

Training Credits is available as a currency option, that should be enabled to specify catalog item's price in training credit units. 

Selling Training Credits 

A menu option 'Training credit' appears in site admin menu to setup training credits selling details, once option 'enable purchasing training credits' is enabled.

Training Credits setup screen provides option to specify, Training credits validity period, Number of credits in a pack and price of the pack. User can purchase single pack or multiple pack in one transaction.

Catalog Items Price in TCR

Once Training Credits currency is enabled, catalog item's price can be specified in TCR and other supported currencies.  Here in the example, two currencies are enabled USD and TCR, Course session price is set in both currencies.

A user can purchase this item by making payment in USD (using payment provider integration enabled for the site) or user can use 'Training Credit' to complete transaction.  

 

Buyers Flow

Purchasing Training Credits

On catalog list page, 'Buy Training Credits' button appears to allow learners to purchase training credits.

On payment page, User can specify number of Training credits packs to purchase and provide all details to complete purchase using credit card. 

User will be provided a TCR coupon that can be used for registering in paid trainings, Coupon appears on user's dashboard My Coupons's widget and user receives payment success and coupon notification emails.

Payment success mail 

Coupon Notification

Items purchase using Training Credit 

Catalog items prices are presented in all supported currencies. Payment page by default shows item's price in default currency,  A currency dropdown allows user to select any other currency and complete payment process.

When user selects to pay in Training Credits, amount will be paid using 'Training Credit' coupon that was issued to customer. Coupon should have enough amount to make full payment.

User can select Training Credit currency on cart page to complete transaction using training credit coupon. On checkout page, user's training credit coupons will be presented in dropdown. Transaction can be completed just by selecting coupon and using apply coupon option.

Once transaction completion, User will be enrolled in purchases trainings. Dashboard presents all enrolled courses/programs and events. 

Training credits coupon's details page can be accessed any time, to check current usages and remaining value. Usages details provides full details when training credits was used and which item was purchased etc. Download link is also available to download usages details.

Training Credit Accounts 

Training Credit Account are setup as group in the system and a customer can be added as group admin to manage training credit account. 

Customer Account Setup 

Site administration can create a group for a customer and add admins in that group those will be managing their account, Multiple admins can be added in the group.

If needed allowed domain restrictions can be added in the group. 

Linking Coupons with TC Account

When a user purchases a training credit, if user is admin in a group, user will be provided an option to change training credit coupon's ownership, user can select group and link coupon with the group. 

TC account admin's dashboard

TC Account widget appears on account admin's dashboard and it includes the list of user's all accounts. Account balance is presented for each account for quick reference. A payment transaction link is present for the account, Using transaction link all account related transactions can be viewed. 

Account's details page, provides full details that includes list of all training credit coupons associated with account and usages details that includes purchase and refund both type of transactions details. 

Redeem Training Credits

TC account admin can select items from the catalog and select payment currency training credit to checkout to enroll other users in training or send them self enrollment link. 

Manage enrollment page provides three options for enrolling users in selected training.

  • Select group members and enroll in a training
  • Add new/existing user's name and email to enroll.
  • Send links for self enrollment. 

Self Enrollment using enrollment link

When a user enrolls in an item using the shared link. 

Pending Approval 

A approval email is sent to account owner (Admins), Email provides details about user and enrolled item that's pending for approval. A link is provided to open pending approval list to approve the enrollment. 

Approved 

Once account owner/admins approves the enrollment, Based on item type enrollment email (course session enrollment, event subscribed, program enrolled) email is sent to user. 

Rejected 

If enrollment is rejected, Enroll request rejected email is sent to user. 

Reports

  • Site Admins -> Training Credit Accounts list is available under Reports -> System menu
  • Group Admin -> Training Credit Accounts list is available under My Items 
  • Group Admin - Payment Transaction report 

Emails 

Following emails are triggered on training credit purchase -

  • Training Credit purchase - Payment Success

  • Training Credit purchase - Coupon Notification

  • Enrollment using training credit coupon - Approval Required 

  • On request approve - enrollment confirmation email is sent to user
  • On request rejection - Request rejected email is sent to user. 
  • Account Summary periodic email  (Pending)

 


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