Guide · Managing training

Schedule sessions and book places for others

For training administrators: schedule a session, book someone onto it, or cancel it.

Updated 31 October 2026

Schedule a session

  1. On Sessions, choose Schedule a session.
  2. Choose the Course: only courses taught here.
  3. Fill in the Date, Starts, Ends, Where and Places.
  4. Choose the Trainer from people with a sign-in, so they can record attendance. For an outside trainer, type their sign-in and their Trainer's name.
  5. Optionally set Booking closes (hours before), a Session fee (optional) and a Late cancellation charge (optional) for a booked place cancelled after booking closes.
  6. Choose Schedule.

Book a place for someone

  1. Choose Ask for a place. For you it is Book a place.
  2. Choose the Session, and the Learner and role.
  3. Choose Ask.
  4. On the session's roster, choose Book.

Nobody approves a place in the same step as asking for it. You cannot book your own place.

When a booked place is cancelled, the first person on the waiting list who is free at that time is booked and told.

Cancel a session

Open the session and choose Cancel the session. Every requested and booked place is cancelled too, and attendance already recorded stays. Learning requests with a place on it go back to approved.

Include past sessions on Sessions shows sessions that have ended.

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