How to Add/Remove 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.

Click on 'Bookings'.

Select ‘Manage Bookings’ to review or edit any upcoming training events.

Click the number under the ‘T’, 'B, or 'R' column to view the delegates for this specific training.

T – Total number of delegate seats available for the session
B – Number of delegates booked
R – Remaining number of seats available on the session

Click the number under the ‘T’ column to view the delegates for this specific training.

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

From here, click ‘Add Delegates’.

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.

Use the page navigation buttons to locate the required delegate, or search directly for an individual using the ‘Name’ column.

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the Filter Icon, you can refine your search by selecting options like Never Completed, In Date, Due For Renewal, or Out Of Date - allowing you to view only the Delegates who match the chosen criteria.

Use the page navigation buttons to locate the required delegate, or search directly for an individual using the ‘Name’ column.

Finally, on the modal use the tick box on the left hand side to select which Delegates you want to invite.

Select the checkbox next to the relevant delegate.

Once you are happy with your selection you can click 'Save' in the bottom right corner. This will trigger an invite email to be sent directly to the learner.

Click ‘Save’ to confirm your delegate selection. This will trigger an invite email to be sent directly to the learner.

If you need to remove a delegate, return to the delegate list and select the relevant learner.

Click ‘Uninvite’ to remove the selected delegate/s from the training event in one step. This will also trigger an email notification to the learner.

Click ‘Uninvite’ to remove the selected delegates from the training event in one step. This will also trigger an email notification to the learner.

Please be aware. By default, delegates cannot be added/removed from a confirmed booking within 24 hours of the start time. This policy may vary between organisations.

How to Add/Remove Delegates on Bookings

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