How to create a face-to-face course booking and register delegates
Thane Garton
28 steps
2 minutes
Create a booking
1
Navigate to Courses.
2
Select Create new booking.
3
Select the training course available to the training provider.
4
Select the status of the course, whether it is provisional or confirmed.
5
Select the course dates, you can add new dates below.
6
Amend the start and end time of the course.
7
Once you have selected your dates, you can delete them if need be.
8
Select the delivery method, if it is F2F, select Classroom.
9
If it is an online course, select Virtual and enter the Video conference URL in the field below.
10
Choose the trainer allocated to the training provider.
11
Select Save and continue.
For e-learning courses, the process is very similar except for the following differences - - There is no delivery method. - The delegate limit is 50 (face-to-face is 20). - There are no workbooks. - Delegates can be registered up until the end of the course date.
12
Select your venue from the list.
13
If the required venue is not on the list, you can add it by selecting Add new venue and type the address into the field.
14
Or you can enter the address manually into the fields below.
15
Once you have selected your venue, select Save and continue.
16
Select whether the Training provider wishes to include the course on the IOSH website course calendar and if the course is part of the BAC programme.
17
Select Save and continue.
18
You will reach a summary page, from here, you can edit the booking, add delegates, create a new booking and go back to course listings.
Register delegates
19
You can add delegates from the summary screen in the previous step or you can navigate to Courses, find your course using the filters or from the list. Select the drop down button.
20
You will see that from here, you can manage delegates, edit the booking, add delegates, bulk upload delegates and cancel your booking.
21
Select Add delegate.
22
Enter in the delegate information, using the Apty guidance to enter in required fields.
23
Select the Workbook format, whether it is Digital or Hardcopy.
24
Select the Certificate format, whether it is Digital or Hardcopy.
25
If you have selected Digital for the Certificate format, the Email field becomes mandatory. The email address **must** be unique for each delegate. If it isn't, this could cause issues with certificates and workbooks being released.
26
Select Save and continue.
27
On the summary page, you can manage your delegates and add another delegate.
28
To assign workbooks, select Manage delegate on the summary screen above or navigate to the course on Courses. Guidance can be found [here](https://scribehow.com/viewer/Manage_delegates_for_training_providers__gLvxH384Qk-9cbHBRNmAqg?referrer=knowledge-page).
How to create a face-to-face course booking and register delegates
Thane Garton
28 steps
2 minutes
Create a booking
1
Navigate to Courses.
2
Select Create new booking.
3
Select the training course available to the training provider.
4
Select the status of the course, whether it is provisional or confirmed.
5
Select the course dates, you can add new dates below.
6
Amend the start and end time of the course.
7
Once you have selected your dates, you can delete them if need be.
8
Select the delivery method, if it is F2F, select Classroom.
9
If it is an online course, select Virtual and enter the Video conference URL in the field below.
10
Choose the trainer allocated to the training provider.
11
Select Save and continue.
For e-learning courses, the process is very similar except for the following differences - - There is no delivery method. - The delegate limit is 50 (face-to-face is 20). - There are no workbooks. - Delegates can be registered up until the end of the course date.
12
Select your venue from the list.
13
If the required venue is not on the list, you can add it by selecting Add new venue and type the address into the field.
14
Or you can enter the address manually into the fields below.
15
Once you have selected your venue, select Save and continue.
16
Select whether the Training provider wishes to include the course on the IOSH website course calendar and if the course is part of the BAC programme.
17
Select Save and continue.
18
You will reach a summary page, from here, you can edit the booking, add delegates, create a new booking and go back to course listings.
Register delegates
19
You can add delegates from the summary screen in the previous step or you can navigate to Courses, find your course using the filters or from the list. Select the drop down button.
20
You will see that from here, you can manage delegates, edit the booking, add delegates, bulk upload delegates and cancel your booking.
21
Select Add delegate.
22
Enter in the delegate information, using the Apty guidance to enter in required fields.
23
Select the Workbook format, whether it is Digital or Hardcopy.
24
Select the Certificate format, whether it is Digital or Hardcopy.
25
If you have selected Digital for the Certificate format, the Email field becomes mandatory. The email address **must** be unique for each delegate. If it isn't, this could cause issues with certificates and workbooks being released.
26
Select Save and continue.
27
On the summary page, you can manage your delegates and add another delegate.
28
To assign workbooks, select Manage delegate on the summary screen above or navigate to the course on Courses. Guidance can be found [here](https://scribehow.com/viewer/Manage_delegates_for_training_providers__gLvxH384Qk-9cbHBRNmAqg?referrer=knowledge-page).
