How to Add/Manage Delegates on Bookings

The ability to add/manage delegates will only be visible if you have been given the appropriate access.  This access would usually be given to Regional Managers, Managers and Admins. 

You firstly need to open the 'Manage Bookings' tab. This can be accessed from the menu on the left hand side or from the events area along the top.

To start, scroll across until you find the 'Delegates' column.

The two numbers, 3/15, mean there are a minimum of 3 and maximum of 15 Delegates required for this course to take place. The number in the brackets is showing how many Delegates are currently invited to the session.

You then need to click the on the cell relating to the session you want to add/manage Delegates for.

The next step for adding a delegate is to click the green 'Manage Delegates' button located on the right hand side of the screen.

A list will then appear with all the Delegates who can be booked onto the selected Training Session along with information such as Role, Entity and Course Type of the Delegates.

By clicking the Filter Icon, you can refine your search by selecting options like Never Completed, In Date, Due For Renewal, or Out Of Date—allowing you to view only the Delegates who match the chosen criteria.

The data will then appear using the traffic light system, i.e. Out of Date will appear in red font and In Date will appear in green.

You can sort your list into Ascending or Descending order—Ascending will display Delegates who have completed the course at the top, while Descending will show Delegates who haven't completed it first.

Additionally, these new filters can be used alongside existing ones, so if you want to search for a specific Entity combined with a status—such as all Delegates marked as Never Completed from Lavender Carehome—you can easily do so.

Finally, on the modal use the tick box on the left hand side to select which Delegates you want to invite, once you are happy with your selection you can click 'Save' in the bottom right corner.

After clicking save, the users will be sent an email invitation to the session and will be given the option to accept or decline, shown in the delegates area in the 'Registration' column.

You can also remove delegates from a session by simply clicking the 'Manage Delegates' button again and then unselecting the delegate and clicking 'Save' again.