Sell a Course to a Customer - Video

To book a student into a course - to sign them up - you will sell the course in Point of Sale.

1. To sell a course you will begin by bringing up the customer who is paying in Point of Sale.

• In the case of multiple students signing up at once, each person will be listed on the roster individually, but are all booked from one screen; these additional students will be detailed further in the reservation process.

2. Select the Courses icon below the customer profile.

3. All current and upcoming courses will be listed in the courses quick keys; click the quick key to select the desired class and continue with the booking process.

1. You can use the POS Buttons to filter further if necessary, or use the Calendar icon to search by date.
   

4. You will see the class added to the invoice. If they are the only student, you can now add other items to the invoice or proceed to payment. If there are other students signing up and paying at this time, click the Quantity field for the class.

5. The Course Booking screen will appear. Adjust the quantity or click Add Student.

6. Use the first and last name fields to SEARCH for and select an existing customer account, or click the Add icon on the right to add a new account.

7. Add any desired student notes - which print on the roster and are saved with the course reservation - then click Book Courses to finish.

How to sell a course in POS​

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