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Courses
Courses
Here's everything you need to know about using Memberships in your CRM
FAQs: Inside community groups
Getting Started
Memberships, Courses & Communities overview
Navigate the Courses Dashboard
Launch your first course
Manage Membership Settings
Building Courses
Build a course product
Add lessons: video, audio, captions & embeds
Set up drip scheduling
Customize course themes & appearance
Create assessments & quizzes for courses
Import courses & migrate content
Manage comments & member engagement
Track course & member analytics
Offers, Pricing & Access
Create a course offer
Attach products, pricing & taxes to offers
Set offer duration, start & expiry dates
Grant & revoke course access with workflows
Send members login info & magic links
Offer in-app & one-click upsells
Track Membership Revenue Analytics
Client Portal & Member Experience
Set up the Client Portal
How members access the Client Portal
The Client Portal member experience
Single sign-on & magic links for the portal
Add a Chat Widget to Your Membership Area
Communities
Set up & manage your community
Invite members & manage roles
Manage posts, content & channels
Private & paid groups
Gamification: points, badges & leaderboards
Certificates
Issue certificates on course completion
Build & customize certificate templates
Set certificate expiry & reminder emails
Issue certificates after a quiz or assessment
Share, download & export certificates
