Knowledge Base
Contacts and Organisations
- Contacts and organisations overview (CRM)
- Contact and organisation settings
- Contact and organisation address settings
- Create contacts or organisations
- Manage contacts
- Manage organisations
Customer Portal
Courses
- Courses and course templates overview
- Course settings
- Create course templates and courses
- Manage course templates
- Manage courses
- Find course templates and courses
Webinars
Orders
- Orders overview
- Order settings
- Create orders
- Create credit notes and process refunds
- Manage orders
- Manage payments on orders
Elearning
- Elearning (online self-paced learning)
- Create an elearning module
- Elearning FAQ's
- Find and report on elearning modules and registrations
- Elearning billing policy
- Elearning authoring and delivery
Registrations
- Registrations overview
- Create registrations
- Manage registrations
- Transfer, cancel or swap a registration
- Find and report on registrations
- Customise registration and waiting list forms
Reports
- Reports overview
- Create and manage reports
- Create and save a report as a favourite
- Schedule your reports (send automatically)
- Course reports
- Presenter, Contact and Organisation reports
Presenters
- Presenters overview
- Create a presenter
- Manage presenters
- Find and report on presenters
- Presenters FAQ
- Presenter website profile and privacy settings
Venues and Rooms
Calendar and Schedulers
Discounts
- Discounts overview
- Registration discount settings
- Order discount settings
- Create a discount
- Manage discounts
- Find and report on discounts
Vouchers
- Vouchers overview
- Voucher settings
- Create a voucher
- Manage vouchers
- Redeem a voucher
- Find and report on vouchers
Certificates
- Certificates overview
- Create, format, and upload certificate templates
- Manage certificates and certificate templates
- Certificates FAQ
- Automated Certificates
- Email certificates to registrants
Tasks
- Tasks overview
- Task category settings
- Create and apply tasks
- Manage tasks
- Find and report on tasks
- Tasks FAQ
Leads
- Leads overview
- Lead settings and setup
- Create a lead in the management platform
- Manage leads
- Find and report on leads
- Lead forms
Marketing Campaigns
- Campaigns overview
- Create a campaign
- Manage campaigns
- Find and report on campaigns
- Campaigns FAQs
- Add prospects to a campaign
Arlo for Mobile (Presenter App)
- Arlo for Mobile overview
- Install and login to Arlo for Mobile
- Manage Arlo for Mobile user permissions
- Manage registrants in Arlo for Mobile
- Record attendance and grades in Arlo for Mobile
- View course details in Arlo for Mobile
Send Presenter Requests
Certification, Licensing, and Membership
- Certifications overview
- Certification template settings
- Create certification templates
- Manage certification templates
- Manage contacts' certifications
- Find and report on certifications