A program is a course, class or workshop you offer. Each program has one or more sessions: a specific run of it with its own dates, location and price. Customers register for a session.
If you call them something else, for example "courses" or "classes", change the Program label in Catalog Setup → Settings.
How to get there
Open Educatify → Programs.
The program list
| Section | What it lists |
|---|---|
| Active Programs | Programs with at least one session that ends in the future. |
| Open Date Programs | Programs with at least one session that has no end date (ongoing, join-any-time sessions). |
| Program Archive | Programs whose sessions have all ended, and programs with no sessions yet. |
Each row shows the title, code, next session and number of registrations. Use Search programs or the filter button to show only programs taught by certain trainers.
A new program shows under Program Archive until you add a session that ends in the future.
Create a program
- Click Add a Program.
- On Title & Description, fill in the Title, Status, Feature Image, Code, Badge (optional) and Description.
- Click Save. The other tabs appear once the program is saved.
- Add at least one session on the Sessions tab.
- Click Preview to see the program page on your website.
| Status | Meaning |
|---|---|
| Available | Shown on your website and open for registration. |
| Hidden | Not shown to the public. |
| Sold Out | Shown, but marked as full. |
Give every program a unique Code. Staff and partners search by it, and it is used for embed codes and bulk attribute uploads.
The program tabs
| Tab | Use it to |
|---|---|
| Program Outline | Write an outline that can appear as its own tab on the program page, or as a short description in program lists. |
| Categories | Tick the categories this program belongs to. |
| Sessions | Add and edit the dates, location, price and seats (below). |
| Fees | Add registration fees and optional add-ons (below). |
| Trainers | Pick the trainers who teach this program. |
| Attributes | Enter values for your course attributes, such as level or format. Only shown once you have created attributes. |
| Reviews | See this program's reviews, or tick Disable reviews for this course. |
| SEO Meta Tags | Set the title and description search engines show. |
| Custom Fields | Fill in any extra fields set up for your account. |
| Embed | Copy code to show this program on any web page (see Embeds). |
The Social Media tab is not working reliably at the moment. Share program links on your social accounts by hand for now.
Add a session
On the Sessions tab, click Add Session. The window has three tabs:
- Details: the Location (required, from your Locations list), the session Status, and an optional Description.
- Schedule: Registration Opens At, Start Date and End Date. Leave the end date empty for an ongoing session. Tick Recurring Session to show the days of the week and the hours it runs.
- Pricing: the Price per student, the Limit (number of seats), and Early Bird Discounts.
Early Bird Discounts: click Add Tier and enter Days Before Start and a Price. That price is used when someone registers at least that many days before the session starts. You can add several tiers, for example 60 days and 30 days. Make sure each early-bird price is lower than the regular price; the system does not check this for you.
Fees and add-ons
On the Fees tab, click Add Fee and enter a Title and Amount. Choose the Scope: Per student, or Per registration (family) for a charge made once however many students register. Mandatory fees are added at checkout automatically. Tick Optional add-on to offer the fee as a checkbox the customer can choose. Tick Taxable if tax applies, and use Sort order to set the order fees are listed.
Tips
- Online registration does not currently stop when a session reaches its Limit. Keep an eye on the registration count, and set the session status to Sold Out when it is full.
- After editing a session, check its status. Saving can set it back to Available.
- To stop taking registrations without deleting anything, set the program status to Hidden.