Course creation

Course creation

In order to start working with the application, you need to create a menu of courses that your clients can sign up for. You can find out what types of courses can be created in the tutorial.

New course

To create a new course, follow these steps:
  1.     On the left side of the screen, click the Courses tab and click the New Course button.


  2.  Select the Product type and then choose from the predefined course menu.

  3.  We have prepared for you the most common types of courses divided into children's, adult and other. Each course type has automatic settings in it, such as alternate hours, extra fields, etc. You can customize all the features of a course at any time after creating it in its settings.
  4. Enter a course name. The name can be anything you like, as you are used to calling the course. At the same time, it is good if your client will be able to navigate by such a name and choose the right one for him or his child.
  5. If the type of course allows it, decide if you want to offer alternative lessons. You will set their selection and specification after you have created the course. Please refer to the manual for more information.
  6. Select a payment method. We recommend that you have the Online Payment option enabled, which guarantees payment directly when clients register. For more information about payments, please refer to the manual.

  7.   You then have the option to create a group right away if you know when the group should take place. You can skip this setting now by pressing Continue, and you can return to creating the group later. If you want to create a group straight away, follow the steps offered. You can also find information about creating groups in this manual.

  8. Finish creating your menu by clicking Save.


Notes
After saving, you have 3 options:
  1. View the course on your website
  2. Manually create registration
  3. Go to the course

Info
After clicking on Go to the course, you can change or fine-tune the individual course settings to your liking.

Course detail

After clicking on a course, you will be presented with a view of additional course settings, divided into clear sections. There are 8 parts in the course, with registration for the entire course period:

  • Price and payment
  • Online registration
  • Attendance
  • Replacement lessons
  • Course settings
  • Extra fileds
  • Feedback
  • Groups

There are only 7 parts in a one-time course with registration for one term. There is no section on make-up classes.

In the open registration course, there are 8, but there is also no section on make-up classes, as clients can register for each term as they wish. And there's an extra Group Connection section, which can be used to offer individual dates from multiple, linked groups and use a season pass. More about the season pass HERE.

Course setting

By clicking the Change button in each section, you can make additional settings and modifications to the course.

Price and payment

The price for the course is not filled in when creating the course, but only in the course details in the Price and Payment tile.

Course price

For the course type Single Event Registration or Open Registration, you enter the unit price per term, or registration fee.
For the Full Term Registration course type, you decide how you want to accept payments from clients and how you enter the price for the course:
  1. One off payment
  2. In installments
If you have chosen to pay in instalments, you need to decide what type of price you want for the course,
  1. Course fee
  2. Membership
For information on how to correctly enter the price for the course type Registration for the full duration of the course, please refer to this manual.

Payment frequency

In the Payment Frequency section, click Active to select the payment types you want to allow your clients to make within the course.

AlertAttention! This section will only appear when you select installment payments. One off payment does not use payment templates.

Payment methods

This section is where you decide how you want to accept payment. The choices are:
  1. Online payment by card
  2. Online payment by transfer
  3. Cash payment

You can find out how these payment methods work and which one is best for you in the Paying for your course manual.

Payment instructions and invoicing

In the Payment Instructions section, enter the IBAN of the account you wish to receive payment for your course.
In the Invoicing section, select the profile whose billing information you want to appear on your clients' invoices. You make the billing profile settings in the main settings of the application.
AlertNote: Only fill in the Billing Profile field if you want the amount for the course to be sent to an account other than the one you entered in the main settings, under General Settings.

Payment reminders settings


When you click the Change button, a table will open for you to set reminders. In this setting, you have the option to set reminders to be sent and to set up automatic deletion of registrations. After making changes, you need to click the Save button directly in that section. For more information about reminders, please refer to the documentation.

Online registration

Registration options

In the Online Registration section you set the visibility on your website in the registration form. The moment you enable multiple registrations for a course you can decide who all you require information from, whether just the registrant or everyone.
We also recommend checking the Payments are managed by registrant box, i.e. Payments for all registrations will be visible on the main registration and clients will be able to pay via 1 variable symbol.

Late registrations

If you enable late logins, i.e. clients can log in even after the course itself has started, you can choose how you want to confirm the logins - automatically or manually. For late enrolment, you also need to choose how the amount is calculated where you decide:
  1. whether you expect to pay an aliquot price for the number of remaining terms in the group (the system will calculate the price as follows: total price / number of terms or price per term x number of remaining terms).
    Recommended use: when you have a course where clients pay you for a fixed number of dates, not a period.
  2. whether you also expect these clients to pay the full price for the course, regardless of the number of terms remaining in the group (registration is set to the full amount per course/group or the full payment amount).
    Recommended use: when you have a course where clients pay the same amount on a regular basis regardless of the number of dates they attend.
  3. whether you do not want to set any debt on the registration at the time it is created and it will only be created in the next term in the case of installments/membership or you manually enter it in the case of the full price for the course.

Other

If you want to offer demonstration lessons, you have the option to set the login for one lesson of his choice.
AlertAttention! The client must re-login via the registration form and create a registration for the entire course if continuing, this feature does not guarantee a place in the course.

Group settings

Next, set up the groups that you want to display in the menu on your website as available for online registration.

If you need to use different field naming for this course on the registration form, complete the fields in the Customizing the Registration Form section.
If you don't want clients to receive morning reminders about deadlines, you can turn it off in the Communication section. In this section, you have the option to select the email templates you want to be sent for certain procedures.

Attendance

In some courses, but also in courses for one term (camps, camps, tours,...) it is not necessary to fill in the attendance form, because you expect clients for the whole agreed term. In this case it is possible to disable attendance recording in the Attendance tile - otherwise this function is preset by the system as on. When attendance recording is off, it is not possible to offer replacement lessons.

For all the information you need on how this functionality works at all levels, please read this manual.

Replacement lessons

If you have attendance recording enabled, you have the option to set up replacement lessons. You can read all the options on how to properly set up the replacement lessons in this manual.

Course settings

Basic information

  1. In the Course Description field, describe your course, enter its specifics so that the client can choose what is best for them. This description will also be displayed during online registration.
  2. In the URL Address field, enter the address to the page where the course description is more detailed.

Additional settings

In the Course Type section, you can see what type of course you entered in the previous step. By changing the registration type, you do not change the course type (one-time, open,...).
By checking the Archive checkbox and then saving the settings, you archive the created course from your course list in the application. A more detailed description of this functionality can be found HERE.

Clicking the For children checkbox will cause the app to use different wording for some texts. For example, in the registration form, instead of Name, it will be Parent's Name.

Labels and colour


  1.  In the Tag field, you may, but do not have to, enter the name of the category in which you want to include this course. This tag will only serve for your better orientation among the created courses - you can set the filter for searching among courses accordingly. To confirm the tag setting, click OK next to the field itself. For more information about tags, please refer to this manual.
  2. Set the course colour to help clients better navigate your courses. For example, a course for 3-4 year olds would be "Zooza Orange" and your client will quickly visually find on the calendar that you offer this type of course on Tuesdays and Thursdays.
At the bottom of Course settings tile you have a ready-made gallery that will appear in the course details on your Zooza website. For information on how Zooza Sites work and how to set them up click here.

Extra fields

At the course level, you can add Extra Fields to the registration form. Extra fields are used to collect additional information needed for you (e.g. age, allergies, level..). For more information on how to work with these extra fields please refer to this manual.

Feedback

In the section Course feedback, set if and when you want the system to automatically send your clients a form asking them to evaluate your course.


IdeaNote: As soon as you finish all course settings, it is time to create new groups and fill them with events

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