Arlo's course confirmation process allows you to accept registrations on a course while you wait to gather enough revenue from the course before confirming it. This is useful if you have to routinely cancel courses due to there not being enough interest.
The course confirmation workflow is turned off by default so, essentially, all courses are confirmed unless you cancel them.
If you would like to use this feature, we recommend contacting Arlo Support to discuss testing the feature on a trial site first. This would enable you to test the feature completely before turning it on for your existing courses.
This feature, when turned on, applies to all future scheduled courses and cannot be turned on and off per course.
This feature does not apply to elearning.
|
State of course |
Purpose | Communication |
| Draft | Allows an admin to create a course to be reviewed. | None |
| Approved | Course is ready to receive registrations. | None |
Tentative (Not Confirmed) |
Course can receive registrations but is in a tentative state and may be cancelled. Course instructions emails are not sent. |
Registrant: Once their order has been approved, they receive a Registration Acknowledgement email (See example email) advising them the course is not yet confirmed and may be cancelled. They will receive course instructions once the course is confirmed to run. Waiting List emails will still be sent if the course reaches the maximum registration limit while still in the Tentative state. Order Contact: They receive a tax invoice (if your Arlo settings specify that Arlo should send tax invoices automatically). Presenter and venue emails are not sent until you confirm the course. |
| Confirmed | Course is confirmed to run. |
Existing registrations (received before the course was confirmed) When you confirm the course, you will be given the below options:
* If you deselect these items, you will be able to send/export them manually from the order. ** If you deselect these items, you will not be able to send them manually later. Registrations received after the course is confirmed
|
If you do not see this setting, please contact Arlo Support to enable the feature first. This feature is only available on Professional and Enterprise plans.
- Open the Settings menu item.
- From the Courses section, select Courses.
- From the General section, tick Courses must be confirmed.
- Press Save.
When you turn on course confirmations, all existing courses will be marked as confirmed. If you do not want this to happen, please contact Arlo Support.
The following instructions explain how to confirm a tentative course. You can use the minimum registration alert to let you know if you have not got the minimum number of registrants required by the time the course should be confirmed.
Once confirmed, a course cannot be reverted to the Tentative state.
- Open the Courses menu item.
- Find and select the course you would like to confirm.
- Click Confirm this event.
- Tick the appropriate confirmation actions.
- Press Confirm course.
Communication associated with a confirmed course may take up to 15 minutes to be sent.
The following instructions explain how to cancel a tentative course and the actions taken.
- Open the Courses menu item.
- Find and select the course you would like to cancel.
- From the toolbar, press Cancel.
- Tick the appropriate cancellation actions.
There are no options to send cancellation emails to presenters or venue contact as no confirmation emails are sent to these people for unconfirmed courses.
- Press Cancel course.
- Open the Courses menu item.
- Your confirmed courses will show a green tick to the left of the item in the list. Tentative (not confirmed) courses will not have a green tick.
You can apply filters to show only courses which are Confirmed or Awaiting confirmation (not confirmed).
The Course List Report includes a filter and column for the course confirmation status. This enables you to run a report that shows a list of courses that are either Confirmed or Not confirmed (using the filter).
