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Inviting a Customer to a Course

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Bytimothy A
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Overview: 

Inviting a customer to a course allows you to grant a specific user access to enroll and participate in the course. This helps you directly add learners, manage course access, and ensure the right customers can view and complete the course content.

Follow these steps to invite a customer to a course:
Step 1: On your Dashboard, navigate to the Courses tab under the Marketing section.
Step 1: On your Dashboard, navigate to the Courses tab under the Marketing section.

Step 2: You will then be navigated to the Courses.

Step 2: You will then be navigated to the Courses.

Step 3: Select a course, then click the three-dot menu.

Step 3: Select a course, then click the three-dot menu.

Step 4: Click on Invite Customer to proceed.

Step 4: Click on Invite Customer to proceed.

Step 5: A pop-up window will appear. Then, click the Search and Select Contact option to proceed.

Step 5: A pop-up window will appear. Then, click the Search and Select Contact option to proceed.

Step 6: The Search Customer dropdown menu will appear. Type at least two letters of the customer’s name to display the matching customer.

Step 6: The Search Customer dropdown menu will appear. Type at least two letters of the customer’s name to display matching customer.

Step 7: You can select one or multiple contacts to invite to the selected course.

Step 7: You can select one or multiple contacts to invite to the selected course.

Step 8: Click Save once you’re done to apply the changes.

Step 8: Click Save once you’re done to apply the changes.

Step 9: A pop-up notification will appear, confirming that the invite has been successfully sent.

Step 9: A pop-up notification will appear, confirming that the invite has been successfully sent.

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