Replace your PDF and Excel Course Schedules

Thursday, Sep 1, 2016

The problem with PDF and Excel schedules is that they are out of date the moment you print or review them (unless the excel spreadsheet is updated automatically - not that many of us are fortunate to have access to those expertise!)

The other problem is that it is hard to keep the spreadsheets updated with registrations and current state of courses. While CourseSales.com can provide you with an export of the current state of course date and documents it can provide so much more when it comes to keeping your fingers on the pulse of your current status of sales.

The following are some alternatives to your whiteboard, paper sheets, word documents, PDFs or spreadsheets

Status page for course dates

Dashboard of profit and loss

Student list for an event (multiple course dates)

Document status for a course date

This lists the status of the documents (enrolments) for a particular course date, these steps are completely customisable, and can vary by document or by course date depending on the steps involved.

Trainer Portal

The trainer portal can give a specific view of course dates and their documents based on those individuals that are linked to the course master or course date. In fact you can link more than just trainers, eg if a venue organiser was linked the venue organiser could have access to the portal and see the numbers of people booked on any particular course, their details and preferences regarding catering etc. This is a more basic view than the admin portal, but supplies sufficient information to keep the trainer informed about what was going on with the course.