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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.