In the following article you will learn how to create a Course offering for in-person courses.

What is a Course Offering?

A Course Offering refers to a specific instance of a course, i.e., since a course can be held several times, each date on which it is held is called a Course Offering.

With this approach, there is no need to configure the course and its characteristics (learning provider, duration, etc.) repeatedly. Instead, you simply register different dates on which the same course has taken place. 

To create a course offering you must go to In-person courses >> General >> Course Offerings. 

Next you will see the list of the created course offerings. Click on Edit to enter a particular training of a course offering. You can also select “Stop showing in this list” and “Delete” a course offering.

You will also have the option to filter the course offerings by:

  • Name

  • User

  • Start date

  • End date

  • Course Offering code

  • Historical

  • Season

You can also click on the Showing active option to select between viewing:

  • Only the historical ones

  • View all

If you want to add a new course offering, you must click on "Add New".

After clicking on "Add New", you should select the training to which you will create a course offering, and then click on "Next" to continue creating the course offering.

Additionally, you have the choice to select the custom categories that were previously created under General Menu >> Custom Categories >> Course Offerings.


Once you have finished filling in the data you may click on Next.

Course Offering Planning: Here you can provide important information about the course offering. The following data is required (fields marked with * are mandatory)  

  • Days

  • Location

  • Start date

  • Date of termination

  • Facilitators:

  • TNA activities: In case you want to index to any TNA planning

Once you have finished planning you must click on Finish.

After clicking the Finish button, you will be taken to the next view, called General, where you can access a summary of the course offering. 


Bulk messages:

To access this configuration you should go to Settings >> Bulk messages.

If you want to create a new message you must go to Send new.

Then you will have to configure the message.

  • Select the participant group to whom you want to send the message. 

  • Choose whether you want to copy the course creator in the emails.

  • Write the topic

  • Write the body of the message 

Once configured you can click on Send.

TNA(Training Needs Analysis):

To access this configuration you must go to Settings >> TNA.

Here you will be able to index a TNA planning if you haven't done so previously. 

To finish, click on Create and Edit.

Schedule, location and facilitators: 

To access this configuration you must go to Settings >> Schedule, location and facilitators:

Here you can configure:

  • Days

  • Location

  • Start date

  • End date

  • Facilitators:


Once configured you can click on Save Changes.

Costs per participant:

To access this configuration you must go to Costs >> Per participant

You will enter the List of saved reports

You will have to click on Import costs:

  • Selects the bulk upload mode (One value for all or One value per employee)

  • Fill in all the required fields and click on the Upload costs button.

General costs:

To import general costs you must go to Costs >> General >> Add new.

In this section you will be able to:

  • Add new

  • Select a cost type

  • Enter the total amount 

  • Delete the general cost by clicking on the "trash can" icon.

Once the configuration is ready, click on Save changes. 

Remember, if you need assistance or have any questions you can contact us through our chat or email. We are happy to help you!