Pick up the conversation with context.
See relevant enrolments, payments, certificates and notes alongside the contact record.
Learner and customer records
Know the people behind each enrolment.
A learner may return for another course, ask a colleague a question or enrol through an employer. onCourse keeps contact details, course history, enquiries and communication together, so your team can respond with useful context.
What this helps your team do
- Find a learner's course history
- Follow enquiries and employer relationships
- Keep notes and messages with the right person
Connected customer context
Customer
- Person
- Organisation
Team activity
- Service
- Communication
- Search
An established platform, shaped around your organisation.
- Already part of onCourse
- Contact records, relationships, enquiries, enrolments, messages, notes, tags and related-record search are established onCourse capabilities.
- Set up for your organisation
- Agree contact categories, fields, staff access and communication preferences so information stays useful and appropriate to the role.
- Additional work, where needed
- Importing historical contact data or linking an external CRM requires an agreed mapping and reconciliation process.
We confirm the capabilities, setup and any additional work included in your arrangement before you start.
Keep employer and learner relationships clear.
Record the people, organisations and relationships involved in enquiries and enrolments, with access appropriate to each role.
Make follow-up relevant to the person.
Use groups, tags and communication preferences to prepare suitable messages. Record what was sent so the next colleague can see it.
More capabilities in this area
- See the person in context
- View relevant enquiries, enrolments, payments, certificates and notes together on the customer record.
- Leave a useful record for colleagues
- Use timestamped notes and available attribution to support operational record keeping.
- Contact a relevant group
- Tag, segment and search your audience, then contact relevant groups through configured email or SMS workflows.
- Scalability
- Advanced Search
- Shared Custom Searches
- Tagging
- Contact Relations
- Find Related Records
- Notes
- Built-In Reports
- Document Management
- Flexible Products
- Two-Factor Authentication
- Payment Card Processing
- Quick Enrol
- Enrolment by Application
How teams use onCourse to keep learner records connected
Follow practical tasks for the work your team needs to complete, with links to the full official onCourse handbook articles.
- Help & guidesSee the story behind a contactStart a conversation with useful context. View a contact’s activity, enrolment history and financial overview together in the contact insights panel. (opens the onCourse manual in a new tab)
- Help & guidesConnect learners, employers and payersMake important relationships easier to follow. Link people and organisations so your team can see who is learning, who is connected and who may be paying. (opens the onCourse manual in a new tab)
- Help & guidesKeep track of course enquiriesGive each expression of interest a place to progress. Link a lead to the person or organisation, relevant courses, notes and quotes as the conversation develops. (opens the onCourse manual in a new tab)
- Help & guidesBring duplicate contact records togetherKeep a learner’s history in one place. Compare duplicate records, choose the details to retain and combine the related history after reviewing the match. (opens the onCourse manual in a new tab)