Enroll customers in a course

Enrollment controls who can access course content and how that access is granted.

Choose enrollment method

1. Use checkout when customers buy the course directly.
2. Use membership when the course is part of ongoing access.
3. Use manual enrollment for private clients, staff, or exceptions.

Confirm access

1. Open the customer or member record.
2. Check the course access status.
3. Send instructions or login details if the customer needs them.

Review progress

1. Check progress or completion when follow-up depends on it.
2. Use tasks or messages for customers who need help.
3. Update access when a refund, cancellation, or membership change occurs.

Good to know

• Course access should match what the customer paid for or was invited to.
• Keep enrollment instructions simple.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.