The following process describes how to create a new course date with a basic schedule, that is delivered to a public audience.
The basic schedule is for courses that:
- Have one session that could run over a part of a day, a whole day, or on consecutive days. For example, a course that starts on Monday 9am and finishes on Tuesday (next day) at 5pm, where both days are 9-5pm.
- Have the same presenter(s) and venue for the entirety of the course.
- Each registrant will attend the whole course.
Learn about different schedule types in Arlo.
Creating a basic course
To create a basic course, there are a number of steps to complete in the course wizard in Arlo. Click on the links below to go straight to the instructions for a particular step.
- Type - Choose the type of course.
- General - Enter the general details of the course, e.g. the name, code, and price, etc.
- Website - Enter information about the course to be displayed on your website.
- Schedule - Enter the dates, presenter(s), and other logistics of your course.
- Registrations - Choose the registration method, period of registration, and set registration limits.
- Communication - Choose and edit automated emails sent to registrants.
The type tab gets you to confirm the type if course you are running and whether it is a new course (which requires a new template) or you have run the courses before.
- Open the Courses menu item.
- Press New course.
- From the Create a new... section, select New public course.
- If you have not run this course in Arlo and have no template for it, select I have not run this course before.
This will also create a new course template to be used in the future.
- If you have run this course in Arlo or there is a template for it, choose I have run this course previously and would like to schedule another, and then select the template from the list.
- Press Next or Skip to schedule.
If you are using an existing template, you can skip to the Schedule step if you do not need to change any of the courses website information or pricing since it was last run.
The General tab of the course wizard asks for the general information for the course, such as the name, code, and price.
- From the General details section, enter (or confirm) the course name, and codes of your course.
Arlo recommends using the default codes which it will populate.
- If you have a specific administrator responsible for the course, assign them as the course manager. Course managers can be assigned tasks created using task sets, run reports for their courses, filter them on the courses list and dashboards in Arlo, and will receive automated change notifications about them.
- From the What is the schedule? section, select Basic.
If you have chosen a pre-made template for your course, you will be unable to change the schedule.
- From the Where will it be delivered? section, select At a venue.
- From the Price section, enter the Price per registrant. If the course is free, enter 0.
- Select whether the price is including tax, excluding tax, or tax free from the drop-down.
- If required, add professional development points or hours.
- Press Next.
The Website tab of the course wizard holds all of the information about the course that will be displayed on your website and is also the place where you can activate the lead generation links.
- From the Website page section, ensure your visibility settings are correct.
The website visibility will be set to published by default meaning anybody can find the course on your website.
- If you are hosting the web content externally, edit the Page hosting settings and add the URL of the page with your course content.
- From the Website page content section, select the category/s the course should be displayed in on your website.
- Enter the information about your template that will be displayed on the course's website page in the website content sections.
- From the Website course content section, select if the course date should be published on your website, and whether or not the course should be promoted on your website's list pages.
- Choose when the course should be published on your website.
- From the Lead generation section, select whether or not you would like to accept leads on the course's website page.
- Press Next.
The Schedule tab of the course wizard holds all of the specific information relative to the schedule of the course instance, such as the dates, presenter(s), and other logistical settings for your course.
- From the Schedule details section, enter the date and time your course starts and ends.
Arlo will use these details to generate the calendar appointment sent to registrants.
- Enter in the Venue, and Room if necessary.
If the venue does not exist click + New to create a new venue.
You can use the venues and rooms scheduler to look for available venues.
- Add your presenter(s).
If the presenter does not exist click + New to create a new presenter.
- If required, assign support staff to the course.
- From the Options section, click +Add option to add any optional extras you would registrants to be able to purchase with their registrations.
Learn more about optional extras.
- Press Next.
The Registrations tab of the course wizard holds all of the registration settings for the course, such as the registration method, period, and limits.
- From the General section, select Accept website registrations.
- Select the registration method appropriate for your course.
If you need to take payment from registrants, select Order Process. If the course is free, select Quick Registration.
- Select the period that registrations will be open and closed for the course.
- Select the Registration policy for your course.
Learn more about registration policies.
- From the Website registration form section, select the registration form for this course.
Unless you need a specific field just for this course, you should use the default registration forms.
- From the Registration limits section, enter the registration limits and alerts for the course if required.
- Press Next.
The Communication tab of the course is where you can choose and, where available, edit the automated course emails that are sent to registrants. You will need to ensure that all appropriate emails you want to be sent are enabled.
- To activate an email click, Activate. To disable an email, click Deactivate.
Active emails will appear as a white line, deactivated emails will appear as a shaded grey line.
- Click Edit to add special instructions to the Presenter confirmation.
- Click Edit to add special instructions to the Venue booking confirmation.
- Click Edit to add special instructions and attachments to your Registration confirmation (course instructions) email sent to registrants.
- Click Activate to send Registration reminder emails to registrants.
- Click Activate to schedule any automated reports to be sent to presenters.
This feature is only available on the Enterprise plan.
- Click Activate to schedule any Follow-up emails sent to registrants.
We recommend only sending follow up emails either to all registrants, or attended and not attended registrants. View a preview of a follow-up email.
- Click Edit to customize the follow-up emails sent.
- From the Sender details section, check that the sender details are correct for your course.
- If you have finalised the course details and wish for the course to be published immediately, press Create and approve.
- If you want to save the course, but do not want to publish it or have any communication sent out, press Create as draft. You will be able to approve the course when you are ready. Learn how to approve draft courses.
Once approved, if you have the course confirmation workflow turned on you will also need to confirm the course is running. Learn more about the course confirmations workflow.