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Courses

What are courses and how can I create them?

Emily O'Shea avatar
Written by Emily O'Shea
Updated yesterday

Courses are used for any Appointment, Session, Area Booking or Product Type that you want to be available to bulk buy/ buy in a bundle. For example, personal training classes. Once a customer has purchased a course they can use these credits to book the offering when they want to. The credits do not have an expiry date, but when used they will be removed from the clients profile and not be able to be applied to an order.

Before creating your Course, you'll need to have created the Appointment, Session, Area Booking or Product Type this course is for -
Click here to view a guide on how to create Appointment Types.
Click here to view a guide on how to create Session Types.
Click here to view a guide on how to create Area Booking Types.
Click here to view a guide on how to create Products.

TOP TIP: You can create credits for a particular Appointment, Session, Area Booking or Product Type to credit a guest account should they not be able to make their booking and want to reschedule without having a refund.

Once you have the relevant Appointment, Session, Area Booking or Product Type set up, to create a course head to Settings > Offerings > Courses > Add new course type > enter in the name > Create.

If you select the three dots next to the course you will be able to 'Edit', 'Copy' or 'Archive' the Course.

If you archive courses you will be able to find them by toggling on the 'Archived courses' button. Here you will then see a list of all archived courses and you will be able to restore them by selecting the three dots > Restore.

If you select 'Edit' you will then be able to work through these steps within the Course as required:

Details

  • Name

  • Description (Mandatory) - this will display to your customers on your shop front if chosen to be Offered online

  • Shop Image - Here you can upload an image that will be used for this course on the shop front. If no image is chosen Trybe's default shop image will appear.

  • Categories - if you create a category called 'Courses' in your Categories settings, you can then link your courses to this category by choosing from the drop down menu. Then customers will then be able to filter using these categories on the shop when making a booking.

  • Revenue centre - Here you can select the where the revenue will post to for this particular course offering.

Offerings

  • Choose an offering type i.e. Appointment, Session, Area booking, Product.

  • You will then be able to toggle on any offerings within that specific type that you want the course to be redeemable on

    NOTE: You can only select multiple items in ONE offering type. Courses can not contain items across offering types.

  • Quantity - select the amount of the offering type that is included in this course i.e. if the course is 10 PT classes enter 10 as the quantity here.

Visibility

  • Public - discoverable by anyone (if no restrictions on members etc). Select this is you want customers to be able to book this on your website.

  • By link only - only accessible to people who have the link (unique URL generated for this specific appointment type). This means it won't be indexed on search engines and won't be found on your category pages online.

  • Private - won't appear on your booking engine at all. Can only be booked by users via the app.

Please not that if availability rules are not set, this course will not be visible online for customers to book and for users it will always show as unavailable. You will need to set up the availability of the course.

Members settings

  • Members only - toggle on if this course is only available if you have a membership.

    • Permitted membership types (Restrict this item to certain membership types) - if you toggle on 'Members only' you will then be able to select which membership types should be allowed to book this course. If you want all membership types to be able to book then you can leave this section blank.

This is the final step of Courses Details section so remember to 'Save' when finished.

Availability

  • Availability rules - to set the dates this course can be booked select the 'Add new availability rule'. If this Course is only for a certain period of time set a date range. If this Course is permanent just leave this section blank. Select 'Create'. You can then 'Add new availability rule' for as many you need. These can be edited or removed by selecting the three dots next to the rule and 'Edit' or 'Delete'.

Pricing

  • Here you can set up the pricing for this course. Once you select 'Add new price rule', a pop-up will appear asking for pricing information. If you just want the price to run constantly across the course of the year, don’t fill in the dates section. Fill in the price for this course. You can 'Delete' or 'Edit' these rules by select the three dots next to the rule.

Your Price rules should match the Availability you have set up for this course i.e. if this course is available continuously make sure there is a price rule for all possible dates. If not the customer could book a day with no price rule and consequently get their course for free.

Meta

Here you will be able to specify advanced metadata about this offering for SEO purposes.

You can enter:

  • Meta title

  • Meta Description

The Metadata you enter here are essentially invisible tags that provide data about your page to search engines and website visitors.

When you have entered in the info select 'Save changes'.

Don't worry if you don't know what this is for. If these are left blank, we'll set your metadata for you automatically based on the title and description of your offering!

Related offerings

You can link this particular item to other offerings to upsell them! To do this head to the 'Related' tab. Select 'Add some' or 'Add more' if you already have some listed, then you can select the offerings from the list.

  • Upsell - use this feature to upsell any other Appointments, Sessions, Courses, Area bookings, and Packages. You can select as many as you like. These offerings will appear on this item page under the header "Interested in upgrading?". They are placed under the "Add to Order" button for maximum visibility. When the customer adds an upsell offering, it replaces the original offering. Use this to try get customers to upgrade to a higher priced offering.

  • Retail upsell - use this feature to entice the customer to buy a product to go along with their order. You can select as many products as you like. These products will appear on the checkout page whenever a customer has this item in their basket. From the checkout page, they can add the products to their order. Therefore, if they choose to add a product they will book the appointment and buy the product.

  • Also interested in - These offerings will appear at the bottom of the item page under the header "You might also be interested in". You can choose from any other Appointments, Sessions, Courses, Area bookings, Packages and Products.

You can leave any of these sections blank if you do not want to add any related offerings.

When all information is added remember to press 'Save changes'.

To remove any related offerings select the 'x' next to the offering so it will no longer appear on the shop when purchasing this particular item.

Please see the screenshots to see examples of where these related offerings will appear on the shop front!

Audit log

The audit will display a timeline of any changes/ updates that have been made to the appointment type. For example if an availability rule was changed or deleted. It will display the change made along with the date/ time and which user did this.

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