The following article describes how to create individual registrations in the management platform and how to access the checkout for a course so administrators can create registrations in the checkout on behalf of your end users.
The following process describes how to register a person on a course and create an order (if required).
- Open the Courses menu item.
- Search for and select the course you want to add a registration to.
- From the toolbar, press Registration and select Create registration.
- Start typing the name of the person that you wish to register, then select the required contact. If they do not already exist in the system then click New to create a contact record.
- If applicable, tick the checkboxes to Send course instructions and Create order.
Contact Arlo Support if you would like the Create order option to be ticked by default, i.e. your standard business process is to create an order with all registrations.
- If the course has a choice of sessions and/or options, select the required ones before progressing.
- Press Create Registration.
- If you selected to create an order, follow the order creation process and make any adjustments required.
The following process describes how to create a registration for an elearning module, and create an order (if required).
- Open the Elearning menu.
- Search for and select the elearning module you want to add a registration to.
- Press Registration and select Create registration.
- Start typing the name of the person that you wish to register, then select the required contact. If they do not already exist in the system then click New to create a contact record.
- If applicable, tick the checkboxes to Send elearning instructions and Create order.
Contact Arlo Support if you would like the Create order option to be ticked by default, i.e. your standard business process is to create an order with all registrations.
- Press Create registration.
- If you selected to create an order, follow the order creation process and make any adjustments required.
If your elearning module is connected to Moodle, a Moodle enrolment will be created when the registration is approved.
The following process describes how to register a person on a course by accessing the checkout from the course page in the management platform. This is useful for administrators and managers who receive phone calls from their customers and they want to ensure that all of the required fields are completed during the registration process.
- Search for and select the course or elearning module you want to add a registration to.
- In the left-hand information section, click Registration link.
- Complete the steps of the checkout.