Create a course application as an administrator

Create a course application as an administrator

You can fill in the application form on behalf of a customer. A search function helps you find existing customers and auto-fills their information.

1. Go to Training Planner > Courses.
2. Click the application form link for the course the customer wants to apply for.
3. In the Given name field, type the customer’s first and last name. The search function checks your customer registry and suggests matches.
4. Select the customer – their profile information is filled in automatically.
5. Complete the rest of the form (at least the mandatory fields).
6. Click Save or Save and send confirmation to also send a confirmation email.

Note: A course application cannot be paid from an administrator account. If payment is required, the customer must pay themselves.