Enrollments

Every course has an Enrollments page: the roster of everyone taking the course, with each learner's progress on the items that count toward completion.

There are two ways someone lands on the roster. You can add them directly, or, for a course set to require approval, they can request to join and you decide from a pending queue. Either way, the roster is where you see who is on the course and manage their status.

Enroll someone directly

From the Enrollments page, select Enroll someone. Search for an existing contact by name or email, or, if they are not in your contacts yet, add them with a first name, last name, and email address. Submitting adds them to the roster right away, tagged added so you can tell them apart from learners who enrolled themselves or bought the course.

Enrollment requests

A course can be set to require approval instead of letting anyone join instantly. When it is, a request from the portal does not enroll the learner right away. It lands in a Pending requests card at the top of the Enrollments page, showing who asked and when.

Select Approve to enroll the person immediately, or Decline to turn the request down. A decided request drops out of the queue right away.

The roster

Each row on the roster shows the learner's name, a status badge, and a progress line: how many of the course's required items they have finished out of the total. Status is one of:

• Enrolled: actively taking the course
• Completed: finished every required item; see Progress for how this gets set
• Withdrawn: no longer on the course

A row can also carry a tag showing where the enrolment came from: added for someone you enrolled directly, or Purchased for someone who bought the course through your storefront. A row with neither tag joined on their own or came through an approved request.

Withdraw and re-enroll

Each row's control lets you Withdraw an enrolled learner, or Re-enroll one who was withdrawn. Re-enrolling starts a fresh completion cycle: any earlier progress on required items no longer counts toward finishing the course again.

There is no control to mark someone Completed by hand from this page. Completion is calculated automatically once every required item is done, on the Progress page.