Creating a new package
How to create a new package of courses
The Provider home card
Start on the Provider or Client home card.
Select the Packages tab.
Click the Add button on the packages tab to create a new package.
Enter outline package details
Enter the name and a summary of the package. You may also enter extended details about the package if you wish.
Click the Confirm button when you have finished.
The new package card
A new package record is created and you will be taken to the new package card.
From here you can edit the details further and add courses to the package.