Enrolling a Learner using the Call Centre Wizard is mainly used for Short Courses.
It allows you to Enrol Learners into One Unit Offer and also take payment.
When you enrol a Learner into a Unit Offer you are also enrolling them into the associated Course Offer
Select Unit Offer
- On the Top Navigation Bar, click Clients
- On the Left Navigation Bar, click Call Centre
- Enter part or all of the Unit Offer Code OR the Unit Description and then click Search (If you included the unit start date in the Unit Offer Description, type the date) Example: 2310FIRSTAID.
- Click on Choose Unit.
- Type the name of your Learner then click Search.
- If the Learner appears, click on their name
- If the Learner does not appear, click on Add a New Client to create their Learner record
Choose whether to:
- Record a payment
- Register another Learner into the same unit