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Enrol Multiple Students using Group Bookings

A quick walkthrough of RTOPilot's group booking functionality for enrolling multiple students at once.

A quick walkthrough of RTOPilot's group booking functionality - designed for when an individual needs to book on behalf of several students, either for a business or directly from your website.

Not to be confused with the corporate bookings feature (built for established B2B relationships with ongoing coordinator access), group bookings covers the one-off scenario where a coordinator enrols a handful of attendees at once.

In this video we cover:

✓ The "enrol myself" vs "enrol others" options on the enrolment page

✓ Booking on behalf of a business vs an individual coordinator

✓ Adding attendees and how each one is prompted to complete their LLND and VET information

✓ Student portal access for online learning and class details

✓ The coordinator portal - tracking enrolment progress and updating attendee emails

✓ Managing group bookings from the admin side: attendee status, timelines, resending enrolment emails, and finding payments and invoices

Hi, yeah, this is just a really quick video on AutoPilot's new group booking functionality. This is not to be confused with our corporate bookings functionality, which is more for your well-established B2B relationships, where the coordinators of those businesses will get access to a whole host of information on their employees' training, but rather for when an individual wants to be booking on behalf of a few students, whether it's with a business or just individually direct from your website. So, how that actually looks is this is an example enrollment page. Basically, when someone finds a course they want to enroll their students into, they will basically click to enroll now, find a class that works for them, and then you've got two options here. Enroll myself is the traditional single flow where you're enrolling yourself, whereas the enroll others is our new group bookings component. So, this is where the coordinator can decide if they're booking on behalf of a business or not. If they are, then they provide the business details. If not, then they can go through. They can provide their coordinator details, and then basically add all of the attendees who will be a part of this booking. So, once they do this, each attendee will actually receive an email prompting them to complete their L&D and complete the remainder of their event information as well, and they'll then get access to the student portal where there's any online learning or information on the class as well. Otherwise, the coordinator will also get access to a coordinator portal, which will have some brief information on the students that are enrolled, and whether or not they have completed their enrollment as well, with the ability to update their emails as well, in case they got those details wrong. So, how that looks in the admin side, on the group bookings tab here, so in the booking section on the group bookings, basically, if you open it up, you can see all of the attendees associated. You can see which ones have completed their enrollment, which ones have confirmed, and which ones haven't. And then from here, you can view the timeline, if you need to resend an enrollment email if those students are saying that they can't find their email or whatnot, and otherwise, all the details and the payment and invoices are found in this section here. So, if you want to dive more into this, we're more than happy to run you through it. Feel free to reach out. We're always keen to have a chat. Thanks.

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