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How to Create a Coaching Package?
To create a coaching package, follow the below steps.
1. On the Coaching Package List page, click New M360 - Coaching Package.
The M360 - Coaching Package form is displayed.
2. Enter or select the required values in the fields. Please refer to the following table for field names and their descriptions.
Note: All the fields with an asterisk (*) are mandatory.
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Field
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Description
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CUSTOM FORM
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Preferred options available to customize the coaching session Type form
By default, the M360 - Coaching Package is selected.
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NAME
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Name of the coaching package
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INACTIVE
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Whether to disable this coaching package
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TYPE
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Type of the coaching package
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ITEM
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Netsuite product/service allowed for the selected coaching session type
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TRANSACTION DEFAULT LINE
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Default values set for transactions related to this coaching package
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SESSION TYPE
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Type of coaching session associated with this coaching package
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NUMBER OF SESSIONS
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Total count of scheduled coaching sessions included within this package
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PRICE
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Amount for this coaching package
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DESCRIPTION
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Brief note regarding this coaching package
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COACH
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Coach associated with the coaching session within this package
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MAXIMUM SEATS
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Maximum number of seats in the coaching session can have
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STATUS
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Current status of this coaching package
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LISTING PAGE IMAGE
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Image associated with this coaching session schedule displayed on the Listing webpage
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CATEGORY
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Group to which this coaching package belongs
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IMAGE SET
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Set of images to be displayed on the web that are associated with this coaching package
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DURATION (MONTHS)
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Period of the coaching session within this package
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START DATE
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Date of commencing the coaching sessions
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END DATE
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Last date of the coaching sessions
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PENDING REGISTRATIONS
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Number of participants who have registered but are yet to confirm
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FIRST NOTIFICATION
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First notification message linked to a session that serves as a course reminder for the user
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FIRST NOTIFICATION DATE
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Number of days from the actual start date of the session commencement when the notification or message is first sent to the user
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SECOND NOTIFICATION
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Second notification message linked to a session that serves as a course reminder for the user
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SECOND NOTIFICATION DATE
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Number of days from the actual start date of the session commencement when the second notification or message is sent to the user
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THIRD NOTIFICATION
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Third notification message linked to a session that serves as a course reminder for the user
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THIRD NOTIFICATION DATE
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Number of days from the actual start date of the session commencement when the third notification or message is sent to the user
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REGISTRATION NOTIFICATION
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Notification displayed on registering for this session under this coaching session type
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CANCELLATION NOTIFICATION
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Notification displayed on canceling a session under this coaching session type
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DISPLAY ON WEB
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Whether to display this coaching package on web
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CANCELLATION POLICY
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Policy of cancellation for the associated coaching package
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