Managing Courses and Student Access

1. From the Ivorey main menu, go to Courses > then along the top menu bar, hover over Courses > and click [Analytics]

2. Click [View] under the Course Progress tab​

3. Choose the course you’d like to review to see your students’ progress

1. From the Ivorey main menu, go to Workflows and open the workflow connected to your Offer Checkout or Sales Funnel​

2. Check if the action Send Internal Notification is included. If not:​

   a. Click [+] > [Send Internal Notification]​

   b. Select whether to send as a platform Notification or via Email​

   c. Write your message and choose which team member will receive it​

3. Publish your workflow using the toggle in the top right corner > and click [Save]

1. From the Ivorey main menu, go to Site Pages > then along the top menu bar, hover over Client Portal > and click [Dashboard]​

2. Under Actions, click the [Generate] button next to “Generate Magic Link”​

3. Select Contact > then choose the student from the dropdown list​

4. Tick Send Email to email the link directly to them​

5. Click the [Generate & Send] button

1. From the Ivorey main menu, go to Courses > then along the top menu bar, hover over Courses > and click [Analytics]​

2. Click [View] under the [Member Analytics] tab​

3. Click the icon for the student you want to remove​

4. Click [Update Offers] at the top right​

5. Go to the Products tab​

6. Tick the course you want to remove them from > click [Revoke Access]

1. From the Ivorey main menu, go to Courses > then along the top menu bar, hover over Client Portal > and click [Settings]​

2. Open the [App Permissions] tab > and ensure Billing & Subscription is ticked on

3. Once enabled, students can log into their Client Portal > Billing area to cancel their own subscriptions

1. From the Ivorey main menu, go to Payments > and then along the top menu bar click [Subscriptions]​

2. Click the 3 dots (⁝) next to their active subscription​

3. Select [Cancel] > and click the [Yes, Cancel] button

1. From the Ivorey main menu, go to Workflows > then on the top right-hand corner of your screen click [+ Create Workflow] > and click [+ Start From Scratch]​

2. Name your workflow (e.g. “Subscription Canceled – [Course Name]”)​

3. Set the trigger to [Subscription]​

4. Add filters:​

   a. Global Product > select your subscription​

   b. Status > is > Cancelled​

5. Add the action [Course Revoke Offer] > select the course​

6. [Publish] and [Save]

To assign access to multiple courses, you can edit your offer under Courses > Offers to include any additional courses you also want them able to access. This will apply for anyone who has been granted access to this offer.

Alternatively, you can create an additional offer for the extra course, then go into the contacts profile > scroll to the offer section > and manually give them access to that additional course.

Currently, students/clients can’t pause subscriptions natively, but you could create a form that alerts you to manually pause their subscription in Stripe instead. ​

Unfortunately at the moment, there is no built-in way to turn off or customise the automatic "Revoke Access" email that gets sent when a member loses access to a course.​

If a course is not displaying in the 'All Courses' tab of the client portal home page, this is usually because you haven't added a cover image for that course. Please refer to our Create a Course and Course Offer guide for the instructions.

If a course is not displaying in the 'My Courses' tab of the client portal home page, it means that contact does not have access to the course. Please follow the steps in our All About Courses Master Guide to ensure that your workflows are set up correctly, and contacts who are meant to access it, are being granted access to that course.