Aptify supports creating seminar-based Classes records that leverage Meeting Management features. For example, if you hold single-day seminars at hotels with different speakers several times a year, the Courses record for this type of learning experience is best represented by setting the Product Type field to Meeting rather than Class.
Follow these steps to add a seminar-based Class that also creates a Meeting in Aptify:
Open the Course that you would like to add a class to.
These instructions assume that the course you opened has the Product Type field set to Meeting. See Creating Courses for details. |
By default the field is set to Approved.
This field does not impose validation for class registrations (in other words, the system does not prevent a user from registering a student for a class with a status of Pending, Rejected, Cancelled, or Complete). However, Web users can only register for classes with a status of Approved on an e-Business website. |
Ensure that values for the Meeting Type and Coordinator fields are correct.
In the Max Reg. field, set the maximum number of people (registrants) who can register for this meeting.
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Accounting: Define whether this class will be taxable and specify a future revenue recognition date, if applicable.
For more information about specifying the details for a meeting, see Managing Meeting Products. For more information about setting up products, see Managing Basic Products. |