Help & manual

The Kursimple manual

In Kursimple every help symbol hides a short text: what a field means, what happens when you click, what to watch out for. Here are all 1,662 texts to read through – sorted by area.

Dashboard

The start page of the administration: figures for the last seven days, the next courses and current orders.

11 texts

Open

Courses & dates

Creating courses, planning dates, participants, bookings, reservations and attendance per course – plus products with downloads.

179 texts

Open

Series, subscriptions, free dates & forms

Course series, subscription models, date templates for the free choice of dates, course types, categories, extra fields and follow-up forms.

122 texts

Open

Customers & participants

The customer record: customer data, participants, invoice recipients, documents, history, tags, extra fields, the customer import and deletion after a set period.

300 texts

Open

Orders, waiting list & withdrawal

Viewing and editing orders, the waiting list, online withdrawals and the occupancy check.

125 texts

Open

Invoices, payments & reminders

Creating and sending invoices, recording incoming payments and writing reminders.

92 texts

Open

Vouchers

Creating, restricting and evaluating vouchers and discount codes.

53 texts

Open

Email & bulk sending

Sending single emails and serial mails, the email history and bulk sending with approval.

67 texts

Open

Mail templates & newsletter

Creating and editing mail templates, managing newsletter sign-ups.

47 texts

Open

Letters & letter templates

Writing letters on your own letterhead: field layout to DIN 5008, templates, recipients and the letter history.

37 texts

Open

Instructors

The instructor list and creating and editing instructors.

48 texts

Open

Venues, rooms & calendars

Venues with rooms, pictures and documents, the room overview and the calendars.

92 texts

Open

Provider portal & network

External providers with their own course dates, instructors and venues – and the shared course page of the Kursimple network.

74 texts

Open

E-learning

Building online training: course content, questions, exams, versions, participations and the reporting.

32 texts

Open

Membership agreements

Memberships with a fee and a billing rhythm, adding members, billing the dues and the lists for the general meeting.

32 texts

Open

Text blocks, pages, tags & attendance

Text blocks, your own pages and theme blocks for the course website, reasons for absence and leaving, tags and attendance entries.

95 texts

Open

Administration, application data & wording

The data of your tenant, the application data with number ranges and invoice settings, the country list and wording, texts and languages.

105 texts

Open

Users

Viewing and editing the logins of your administration.

25 texts

Open

Statistics, templates & search

Revenue and participant statistics, your own statistics templates and the global search.

71 texts

Open

Customer portal & instructor profile

What your customers see in their account – profile, participants, orders, history – and the profile of the instructors.

55 texts

Open

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