Adding Assignments

This guide walks you through the process of adding assignments to a client's profile. By following these steps, you can efficiently manage assignments such as courses, bundles, conferences, and memberships.

Overview:

The assignment process involves:

1. Navigating to the client profile.
2. Selecting and adding assignments.
3. Modifying assignment details if necessary.
4. Submitting the assignment for confirmation.

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Step-by-Step Instructions: Click Here For Video Instructions

Step 1: Navigate to the Client’s Menu

1. Search for the desired client and view their profile.
2. In the client profile, select the Assignments tab.
3. Click Add Assignments to begin the process.

Step 2: Add Optional Information

1. In the first step of the assignment process, fill in optional fields such as:
   • How Heard
   • Registered By
2. If invoicing a company, ensure these details are completed.
3. Click Next.

Step 3: Select Your Assignment

1. Choose the Service Type from the following options:
   • Course
   • Bundle
   • Conference
   • Product
   • Prepaid
   • Membership
2. For example, to select a course:
   • Choose the course.
   • Select the corresponding section.
3. To add multiple assignments, repeat this process for additional courses or services.
4. Once all assignments are added, they will appear under Selected Assignments.
5. Click Next to continue.

Step 4: Modify Assignment Details

1. Adjust details as needed:
   • Enrollment Status
   • Start Dates
   • Quantities
   • Status Code
2. Default values can typically be left as is.
3. Click Next when finished.

Step 5: Review and Submit

1. Review your selections for accuracy.
2. Click Submit to complete the process.
3. A confirmation message will appear once the assignments are successfully created.

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Key Notes:

• Optional fields such as "How Heard" and "Registered By" provide additional context but are not mandatory.
• Ensure accuracy when selecting service types and modifying details to avoid errors.
• Multiple assignments can be added in a single session by repeating the selection process.

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Conclusion:

Adding assignments to a client’s profile is a straightforward process when following these steps. For additional support, consult related help articles or contact the support center.