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Features Block - Part 3 - Instructors, Subscriptions, Enrollments, Invoice Approval

Please find the overview of Instructor, Subscription, Enrollment, Invoice Approval settings in the Features block below.

NOTE: IntelliCart Settings can be found under IntelliCart > Settings tab, OR under Site Administration > Plugins > Local plugins > IntelliCart.

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1. Enable product instructors

Enable this box to add an ability to add instructors for products and sessions, where you can assign instructor(s) to a specific product (session) and select whether they will be visible on a special tab on the product's Details page.

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2. Instructor roles

Select role(s) so that only users who have the role mentioned here at least in one course can be assigned as an instructor for the product/session.

3. Close paid Seats

More soon!

4. Enable Subscription

Enable this box to add an ability to select the billing type for product (recurring (subscription) or regular payment). Enabling this feature will also add a Subscriptions tab to Sales, where you as an admin can review, suspend or cancel all subscriptions in your LMS system. You users will also get the Subscriptions tab on their Learner Dashboards, where they can also review and cancel them.

NOTE: Not all payment systems allows you to pay for the subscription. 

5. Subscription suspend threshold

Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the customer can pay for the subscription after its expiration day. I.e., you set up this setting for 10 days and user subscribed for a product with monthly recurring period. When the day for a payment comes, but the user can't pay for this, his subscription gets a "Suspended" status for 10 days, when he won't have an access to courses in this product. But he still has an ability to pay for it. If he won't pay during these 10 days, user's subscription will get an "Expired" status and then should be bought again.

6. Subscription notification threshold

Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the customer will get a notification (an invoice for users who pay via invoice) to renew subscription before its expiration day. I.e., you set up this setting for 3 days and user subscribed for a product on February, 27 with monthly recurring period. He will get a notification on March, 24 (3 days before March, 27) with a new invoice for recurring payment.

7. Enable Subscriptions Coupons

Enable this box to add an ability to apply coupons in subscription purchasing.

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8. Show total subscription price over whole period

Enable this box show total cost of the subscription over product lifetime instead of cost per billing cycle. It doesn't affect the amount billed to the customer. Notice that this only affects products with set number of billing cycles (1, 2, 3, etc., not zero). I.e., you have set up a product price to $500 per year with 2 recurring periods (top left picture). This feature will show the total price that customer have to pay over the hole period ($500 x 2 years = $1000 - top right picture). But customer still will need to pay $500 in a year (bottom picture). This feature just shows him the total price he'll have to pay.

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9. Enable Catalog Subscriptions

More soon!

10. Allow one active Catalog Subscription

More soon!

11. Enable manual enrollment

Enable this box to add Enrollments action to products. Select user(s) who you want to be manually enrolled into the product and course(s) in it. You can select all users by enabling such checkbox under the drop-down.

Click on Save changes to apply this filter in your LMS system.

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NOTE: Users who are manually enrolled will be displayed in All Sales report on the Sales tab with a Manual status and zeros in the payment columns.

12. Enable Approval Enrollment

Enable this box to restrict user's automatic access to course(s) in the purchased product and to add an ability to approve courses users want to be enrolled in.

NOTE: This is working only for product's with seats.

NOTE: You should enable "Show Product items on Product Page" setting on the product editing page, so your users will be able to review and select course(s) they want to be enrolled in. 

I.e., you have a few courses assigned to a product. Manager buys a few seats in it for his students. Then he send a key to students for "buying" a product or enroll them manually (see Enable Seats Enrollment setting in Vendors block settings). When a student is enrolled into the product, this feature won't enroll him automatically into the courses in it. Student'll need to go to the course enrolling page to send a request to a manager for enrolling him into the specific course. 

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This request will appear on the Requests tab Sales for a manager, where he can approve or reject this.

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Manager can also manually enroll students into specific courses by clicking a Details action and selecting specific courses he needs.

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13. Enable Self Course Enrollment

Enable this box to restrict user's automatic access to course(s) in the purchased product and to add an ability for students to manually enroll into courses.

NOTE: This is working only for product's with seats.

NOTE: You should enable "Show Product items on Product Page" setting on the product editing page, so your users will be able to review and select course(s) they want to be enrolled in. 

I.e., you have a few courses assigned to a product. Manager buys a few seats in it for his students. Then he send a key to students for "buying" a product or enroll them manually (see Enable Seats Enrollment setting in Vendors block settings). When a student is enrolled into the product, this feature won't enroll him automatically into the courses in it. Student'll need to go to the course enrolling page to click on a enroll button for manual enrolling into the course.

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Manager can also manually enroll students into specific courses by clicking a Details action and selecting specific courses he needs.

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14. Enable Manual Invoices Approval

Enable this box to add an ability for admins to approve or reject invoices. If admin approves an invoice, user who bought a product via invoice will get an access to the product and course(s) in it. If admin rejects an invoice, user won't get an access to a product and will be able to try to buy it again.

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15. Enable Free enrollment

Enable this box to make ALL products in your LMS system free. In this case you (as an admin) won't be able to add prices to products, user's won't need to add products to the cart. They'll be able to enroll to / unenroll from the products and courses inside them by clicking the Enroll / Unenroll button that will appear instead of the Add to cart button.

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16. Enable Auto enrollment

Enable this box so that users who were added to the vendor will be automatically enrolled into product(s) this vendor was assigned to. I.e., you assigned an Acme Corp vendor to the Math product. When you add a user to the Acme Corp vendor, he'll be momentarily enrolled into the Math product without need to pay for it.

17. Enable course un-enrollment

Enable this box to add an Unenroll button to courses on the My Courses tab in the Product Catalog so that users can unenroll from courses by themselves.

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For additional assistance, please email Support@IntelliBoard.net or click HERE.

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