Clients

The first screen you when you log in will be the Clients screen. As the name suggests, this screen will list all the customers for which you wish to generate a workbook for.

The concept of a Client is that one client, can have many Workbooks associated with them. Each client must also have a Template associated with it. This template will be used as the basis from which the workbook is created.

Creating a Client

Using the + New Client button in the top right hand corner of the screen you can create a new client. Clicking on this will open a modal window where you can specify the details of the client.

Each client must have a Name, Website and Description on the first screen. Completing these will allow you to progress to the next screen.

On the next screen you'll be able to upload a template to be used for any workbooks that are generated for this client. This file must be a .docx formatted file and have the bare minimum contents. For example, this would jus be a header, footer, table of contents and a logo.

Once you've created the client it'll appear in the list on the home screen.

Editing and Viewing a Client

Once you've created a client, you can edit the details at a later date. Using the three dots menu on the right hand side of each row, you can either View, Edit, or Delete the client.

If you View the client, you'll then be able to see all of the Courses associated with the Client. In addition the Download option in the menu will allow you to download the template currently associated with the client. This allows you to check the file that is associated with the client.