Offer creation link for instructors
An active instructor can use an offer creation link to prepare a new course, seminar or event. The form saves the offer as a Draft. The administration reviews it and then publishes it.
The personal link opens the creation form directly. The person does not need the usual entry point into the full administration for this process. Use the link only for the relevant instructor; do not distribute it to participants as a public registration link.
Generate and copy personal link
- Open Administrators or the associated settings area.
- Go to the Offer creation links tab.
- Find the relevant active instructor in the list.
- Select Generate link if no link exists yet.
- Select Copy and pass the personal link specifically to this person.
Management is intended for authorised admins and superadmins. The list contains active, non-deleted people with a suitable instructor or admin role. If someone is missing, first check their status and role under Admins and user permissions.
Renew a link
Use Renew link to create a new personal link. Confirm deliberately: The previous link becomes invalid. Then copy the new link and replace older saved links. Offers already created remain in the account.
If the creation page reports that a link is invalid or unavailable, check the link and the instructor’s status and role. Ask the administration for a current link before restarting.
Create an offer as an instructor
- Open the link you received and check the name under Instructor.
- Enter the offer name and select a category. Both entries are mandatory.
- If necessary, add the offer number, offer description, and additional text 1. The description and additional text 1 have their own editor tabs.
- Enter notes for the administration under Note, for example, a room issue that still needs to be clarified.
- Select existing tags and, if necessary, the location and room.
- Add the price and the minimum and maximum number of participants.
- Optionally, record the start and end times as well as the desired files.
- Select Save as draft and wait for the process to complete.
Select categories, tags, locations, and dates
The category selection includes the active main categories of the account provided for this purpose. Archived or deleted categories are not offered for entry. Create any missing categories in the administration first.
Tags are selected from the existing account tags. The form does not create new tag terms. The location and room must belong to the account; a room is only available after the location is selected and must be assigned to that location. If you change the location, select the room again.
You can add a date later. If you enter a start or end, both must be complete and the end must follow the start. The date uses the account time zone; the relevant instructor is assigned to the newly created date.
Observe input limits
| Entry | Specification |
|---|---|
| Offer name | Mandatory field, maximum 80 characters. |
| Offer number | Optional, maximum 120 characters. |
| Description and additional text 1 | Maximum 50,000 characters each. |
| Note | Up to 1,000 characters for internal notes. |
| Minimum and maximum number of participants | Whole numbers from 0 to 99,999. The maximum number must not be smaller than the minimum number. |
| Price | Non-negative amount; check the final price and tax configuration in the administration before publishing. |
Invalid entries are displayed in the field and in a summary. Use the entry in the summary to navigate to the affected field. Correct the entries and save again only after that.
Upload cover image and external files
- Cover image: JPG or PNG, maximum 2 MB.
- External files: up to ten files in PDF, JPG, PNG, or WebP format, each maximum 20 MB.
The save process displays the steps Create draft, Upload cover image, Upload additional files, and Finish. Keep the window open until processing is complete. After the transfer, a file may still be processed; therefore, 100 percent transfer is not solely the completion message.
If an upload fails, the draft may already have been saved. Select Retry in the wizard to repeat failed uploads for the existing draft. Use Keep draft and close to end the process and retain the saved draft. Do not enter the same offer again just to submit a missing file.
Review and publish entered offers
Under My entered offers, the form displays the offers already entered through this process, including name, number, start date, and status. The success message The offer has been saved as a draft confirms the entry. The list serves to review the entered offers.
The administration opens the draft in the normal offer area. Check the category, description, additional text, note, price, participant limits, date, instructor, location, room, image and files. Add further offer settings and the required price categories. Publish only after reviewing everything.
Example: Program planning with external course instructors
The administration creates a personal link for each of three active course instructors. A course instructor enters the workshop “Creative Writing,” selects the category “Continuing Education,” enters a price and a first date, and uploads a title image. They note a room inquiry in the notes. After saving, the administration reviews the draft, adds the room and booking settings, and publishes the workshop.