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Managing Courses via the Three-Dot Menu (List View)

Overview: 

Managing Courses via the Three-Dot Menu (List View) allows you to quickly access actions for each course directly from the course list. From this menu, you can perform tasks such as editing, duplicating, publishing, or deleting a course, making course management more efficient.

Follow these steps to manage courses via the three-dot menu (List View):

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: Click on List View to navigate.

Step 3: Click on List View to navigate.

Step 4: You will then be taken to the Courses List View.

Step 4: You will then be taken to the Courses List View.

Step 5: Click the selected course’s three-dot menu. This will display all available options, such as Edit Course, Delete Course, Duplicate Course, and Invite Customer.

Step 5: Click the selected course’s three-dot menu. This will display all available options, such as Edit Course, Delete Course, Duplicate Course, and Invite Customer.

Step 6: To edit a selected course, click the Edit Course option.

Step 6: To edit a selected course, click the Edit Course option.

Step 7: You will then be taken to the Course Settings page, where you can edit the course.

Step 7: You will then be taken to the Course Settings page, where you can edit the course.

Step 8: The course’s three-dot menu also allows you to invite a customer. To do this, simply click the Invite Customer option.

Step 8: The course’s three-dot menu also allows you to invite a customer. To do this, simply click the Invite Customer option.

Step 9: A pop-up window will appear. Then, click the Search and Select Contact option to proceed.

Step 9: A pop-up window will appear. Then, click the Search and Select Contact option to proceed.

Step 10: The Search Customer dropdown menu will appear. Type at least two letters of the customer’s name to display matching customers, then select one or more. Once selected, click Save to apply the changes.

Step 10: The Search Customer dropdown menu will appear. Type at least two letters of the customer’s name to display matching customers, then select one or more. Once selected, click Save to apply the changes.

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