Corporate Bookings Overview

Overview of the corporate bookings feature, demonstrating how to streamline B2B training management. This guide covers the end-to-end process from creating a booking to final invoice settlement.

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Booking Creation:
Setting up a new corporate client, assigning coordinators, and defining booking parameters like PO numbers.

Custom Pricing:
Applying percentage, dollar, or fixed-price discounts to specific courses for a client.

Class & Enrollment:
Creating dedicated classes and enrolling students into the corporate booking.

Invoicing:
Generating invoices with custom line items (e.g., equipment hire) and enrollment costs.

Payment & Settlement:
Managing invoice payments, including automatic settlement via Stripe and manual settlement for external payments.

Coordinator Portal:
A brief look at what your client contact sees.

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If you have questions after watching, feel free to reach out to our team for assistance.