Creating and Managing Courses

If you offer coaching programmes, workshops, or educational content, the courses feature lets you create a full learning experience for your clients. They log into their own portal, watch videos, complete lessons, take quizzes, submit assignments, and earn certificates — all under your brand.

The client portal

Everything starts with the client portal — this is the branded space where your clients log in to access their courses, manage subscriptions, and interact with your content. Watch this step (0:16)

Portal settings

Go to Client Portal → Settings to configure: Watch this step (0:35)

• Domain — your portal lives on a custom URL (we set this up for you)
• Branding — your logo, colours, and styling
• App permissions — choose what clients can see: courses only, billing and subscriptions, shared files, etc.

Email notifications

Under the email settings, you control which emails your clients receive — like welcome emails when they purchase a course, and notifications about new content. Watch this step (1:10)

You can toggle each notification on or off, and customise the email templates to match your brand voice.

Creating a new course

Navigate to the courses section and click Create Course. Watch this step (2:51)

Building your course content

After creating the course, you'll enter the course builder. This is where you add all your content. Watch this step (3:51)

Course structure

Courses are organised in a hierarchy:

• Course (the main product, e.g., "8-Week Mindfulness Programme")
  • Module / Category (a section, e.g., "Week 1: Foundations")
    • Lesson (individual content, e.g., "Introduction to Breath Work")
    • Quiz (test their knowledge)
    • Assignment (homework they submit to you)

Adding modules and lessons

Click Add to create modules (categories), then add lessons inside them. Watch this step (5:03)

Each lesson can include:

• Video — upload a video walkthrough or embed a Loom/YouTube video
• Voice notes — audio content for guided meditations or explanations
• Written content — text with formatting, images, and links
• Downloadable resources — PDFs, worksheets, checklists, or other files clients can download

Adding quizzes

Quizzes inside courses work differently from the standalone quizzes. These are knowledge checks — each question has a correct answer. Watch this step (9:04)

You can:

• Create multiple-choice questions with a correct answer
• Set a passing score (e.g., 80% correct to pass)
• Add explanations for each answer so clients learn from their mistakes
• Require passing the quiz before unlocking the next module

Adding assignments

Assignments let clients submit their own work for you to review — homework, reflections, or projects. Watch this step (9:04)

You provide instructions and optional reference material, and clients upload their work directly in the portal. You review it before they can move to the next lesson.

Controlling the learning path

You have powerful options for how clients move through your course:

Welcome badges and certificates

Welcome badge

When someone enrols in your course, you can give them a welcome badge — a small visual reward that appears in their portal. It makes the experience feel more personal from the first moment. Watch this step (3:51)

Completion certificate

When a client finishes your entire course, they can receive an official completion certificate. Watch this step (4:36)

You can customise the certificate design, add your name as instructor, and it automatically fills in the client's name and completion date. Great for adding credibility to coaching programmes or professional training.

Customising the look of your course

The Customization tab lets you design how your course looks in the client portal — colours, fonts, hero section, layout, and more. Watch this step (10:54)

You can:

• Change colour themes to match your brand
• Customise the header/hero section with your own text and images
• Add content blocks (images, text, videos) to the course landing page
• Edit the sidebar appearance
• Preview changes in real-time

Saving as a template

If you create a design you love, save it as a template so you can reuse it for future courses. Watch this step (14:00)

Course details

The Details tab is where you edit the course's metadata: thumbnail, instructor name, description, and advanced settings like tracking codes. Watch this step (10:54)

You can also add instructor information — your name, photo, and bio — so clients know who's teaching them.

Course ideas for wellness businesses

Quick reference

What to read next

---

This feature is part of our Growth Tools package. Interested in adding it to your setup? Send Korneel a message on Slack and we'll walk through whether it's a good fit for your business.

---

Need help? If you get stuck, send Korneel a message on Slack and we'll sort it out together.