Courses

Creating a Course Registration

1. Login to your xCatalyst site in the Association Database (stage.mywebsite.com/assn).
2. Click on Courses, from the left menu
3. Click on Find Course, from the left menu
4. Click on Add in the top right corner of the screen
5. Enter a Course Title  - This is the name of the Course
6. Enter a Course Number – This is any number you decide to assign this Course
7. Enter the Course Description (WYSIWYG Editor)
8. Enter an Abstract (optional)
9. Check off “Is Link” only if you are linking this Course to an external website.
10. If the “Is Link” check box is checked, enter the URL where this Course should link to.
11. Enter any applicable Course Units (CEU or CPE)
12. Registration should be Open (Registration Closed = No)
13. Posted on the Web. Click here for Calendar-Listing Grid     
14. Show Rating (optional)
15. Is Active should be checked if you would like this Course Active now.
16. Flag As “New” is optional (will add the word “New” on the calendar next to this Course).
17. Course Type 
18. Learning Communities (optional)
19. Categories – Choose one or multiple
    • To add/change Course Categories:
      • Click Course Categories from the Course menu on the left
      • Click Add in the top right corner of this screen
      • Enter a Name and any Notification Email (This is the email of the staff at your location that will get an email notification when someone registers for a Course in this category.)
      • Indicate if this course is Active by selecting the Active checkbox
      • Save.
      • Note: You can also enter a new Category on the Course page, next to the listing of Course Categories in the text box.
20. Enter any special instructions. 
    • NOTE: This is where you will link to the Course Materials Page on your website, in HTML.
21. Save. 
22. You are now on the View Course screen, and need to create a bit more content to complete the setup. 

Create the Course Sessions

1. Click on Add Session in the bottom portion of this screen.
2. Enter the Name, Location, Date, etc for this Session.
   • Status should be Active
   • Auto Approval should be Yes (If CC payment or no payment. Set to No to manually approve all registrants).
   • Post to Web should be Yes. The screen will refresh with the available Calendar and Calendar Categories that you can assign this Session to. 
   • Accounting Code is Optional 
   • Function Display (NA)
   • Evaluation Form is optional. (You can create a Dynamic Form and assign it to this session to be sent our after the Session is over)
   • Comments are optional.
3. Enter the Session Description (WYSIWYG Editor)
4. Save.
5. You are now on the View Session Screen, and need to create a bit more content to complete the setup.

Create the Course Fees

1. In the bottom portion of the screen, locate the section labeled Fees. 
2. Click Add in the right corner of the Fees section
3. Add a Fee (even if it has a $0 amount)
   • Name the Fee
   • Enter an End Date (the last day one can register for this fee/Course, not the date of the Course or Session)
   • Choose an Attendee Type
   • Attendee Types can be added/edited under Reference --> Look Up --> Attendee Type.
   • Note: The Attendee Type must be different for each Fee, unless the Fees are to cascade, one after the other (i.e., Early, Regular, Late)

Other Course Items

1. Enter any Sponsors, Instructors, or Custom Fields for this Session as well. 
   • Instructors and Sponsors allow you to look up people already in your database and link them to this Session, as well as enter a bio or other information about the person.  
   • The custom fields are any additional questions or information you wish to gather from the registrants. 
2. Your Course is now created.