How to Plan and Set Up Course Dates

In this article, you will learn how to create, plan, and edit courses and course dates in the course schedule.

Contents

• Requirements and Preparation
• Check Course Schedule
• Schedule New Course Dates
• Edit Course Dates

Fast lane

1. Open Course Planning / Course Schedule.
2. Click on Schedule Course Dates and select the course type.
3. Enter the most important details (e.g, maximum number of participants) and create the series of dates.
4. To edit: Select the course date in the course schedule > tab Administration > Edit course > Save.

Requirements and Preparation

To plan courses without conflicts, you should properly configure your resources in advance (e.g., staff/trainers, locations/course rooms, equipment). This will help you avoid overlaps in room or trainer bookings and prevent scheduling conflicts.

You need the appropriate access rights to create and edit courses in the course schedule.

Check Course Schedule

You can find the course schedule in the main menu under Course Planning / Course Schedule. There you will see all scheduled course dates and can quickly recognize if there are capacity or resource conflicts.

Tip: In the top right, you can switch between calendar and list view.

In the calendar, you can show or hide canceled dates/courses using the status filter.

Schedule New Course Dates

How to schedule a new course in the course schedule:

1. Open Course Planning / Course Schedule.
2. Click on Schedule Course Dates.
3. Select the course type from the dropdown and enter the most important details for your course.

In the dialog, you can specify, among other things, which trainers and course rooms are required. This helps to avoid conflicts if rooms or trainers are already booked. You can also set the maximum number of participants here.

Tip: If you want to stream your event, you can configure this in the Event execution dropdown.

In the next step, you create the specific dates (series of dates). The following settings are typically available:

• Start of the series: When should the course start?
• Duration of the series: How many weeks will the course run?
• Weekly schedule: On which days and at what times will the course take place?

Edit Course Dates

You can edit existing course dates directly in the course schedule:

1. Open Course Planning / Course Schedule.
2. Click on the course date you want to edit.
3. In the right area, switch to the Administration tab.
4. Adjust, for example, the time, trainer, or course room.
5. Confirm the changes with Save changes 

If you want to adjust or remove a scheduled class (or an entire series) instead, open the date and use the three-dot menu (⋮) to select the desired action (e.g., delete/remove).