Before You Dive In
This article is one step from our Master Help Guide: All About Courses. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Review student participation and course progress
Get notified when new students enroll
Help students log back in or reset their password
Revoke access for members no longer in a course
Manage subscription cancellations and course access
Review Course Participation and Progress
You can track how students are moving through your courses using the Analytics section.
From the main Ivorey™ menu, go to [Courses]
Hover over [Courses] in the top menu bar > select [Analytics]
Click [View] under the [Course Progress] tab
Choose the course you’d like to review to see your students’ progress
Get Notified When a New Student Signs Up
You can use a workflow to send yourself (or your team) a notification each time a new student enrolls.
From the main Ivorey™ menu, go to [Workflows]
Open the workflow connected to your Offer Checkout or Sales Funnel
Check if the action [Send Internal Notification] is included. If not:
Click [+] > [Send Internal Notification]
Select whether to send as a platform Notification or via Email
Write your message and choose which team member will receive it
Publish your workflow using the toggle in the top right corner
Click [Save]
Re-Send Login Links or Reset a Password
If a student can’t log in, you can quickly send them a Magic Link to get back into their course.
Click here for the written steps
Click here for the written steps
Go to [Site Pages] > hover over the [Client Portal] tab > and click [Dashboard]
Under Actions, click the [Generate] button next to “Generate Magic Link”
Select Contact > then choose the student from the dropdown list
Tick Send Email to email the link directly to them
Click the [Generate & Send] button
Remove a Student’s Course Access
You can manually revoke a student’s access at any time.
Click here for the written steps
Click here for the written steps
From the Ivorey™ main menu, go to [Courses] > hover over [Courses] > select [Analytics]
Click [View] under the [Member Analytics] tab
Click the 👁️ icon for the student you want to remove
Click [Update Offers] at the top right
Go to the [Products] tab
Tick the course you want to remove them from > click [Revoke Access]
Allow Students to Cancel Their Subscription
Students can self-manage billing if permissions are enabled.
Click here for the written steps
Click here for the written steps
From the Ivorey™ menu, go to [Courses] > hover over [Client Portal] > and click [Settings]
Open the [App Permissions] tab
Ensure Billing & Subscription is ticked on
Once enabled, students can log into their Client Portal > Billing area to cancel their own subscriptions.
Cancel a Student's Subscription
You can manually cancel a student's subscription at any time.
Go to [Payments] > [Subscriptions]
Click the 3 dots (⁝) next to their active subscription
Select [⊗ Cancel] > and click the [Yes, Cancel] button
Remove Course Access When a Subscription Is Cancelled
To automatically revoke course access when a subscription ends, set up a workflow.
Go to [Workflows] > click [+ Create New Workflow] > and click [+ Start From Scratch]
Name your workflow (e.g. “Subscription Canceled – [Course Name]”).
Set the trigger to [Subscription]
Add filters:
Global Product > select your subscription
Status > is > Canceled
Add the action [Course Revoke Offer] > select the course
Publish and Save
Frequently Asked Questions
Can I assign a student to multiple courses at once?
Can I assign a student to multiple courses at once?
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.
Can students pause their subscription instead of cancelling?
Can students pause their subscription instead of cancelling?
Not natively, but you could create a form that alerts you to manually pause their subscription in Stripe instead.
Can the automatic revoke access email that is sent when a contact is removed from a course be customised / turned off?
Can the automatic revoke access email that is sent when a contact is removed from a course be customised / turned off?
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.
Still Need Help?
Hit the support chat widget inside Ivorey – we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍