Resources
onCourse guides
Step-by-step help from the official onCourse manual, grouped by the everyday tasks your team looks after.
This is a selection of the most useful guides for running onCourse day to day. Each link opens the official onCourse manual in a new tab, where you will find the full instructions and screenshots.
Selection reviewed 29 September 2026. For everything else, browse the full onCourse manual (opens in a new tab) or visit customer support.
Get started
Find your way around onCourse and set up who can do what.
- Getting StartedFind your way around the onCourse windows, lists, records and icons. (opens the onCourse manual in a new tab)
- The onCourse DashboardLearn what the dashboard shows when you log in and how to use it to get around onCourse. (opens the onCourse manual in a new tab)
- UsersAdd users, update their details and access level, and send password reset requests. (opens the onCourse manual in a new tab)
- User RolesUnderstand user roles and how access to onCourse features is managed. (opens the onCourse manual in a new tab)
- Security SettingsReview security preferences and see which users have login access to your onCourse application. (opens the onCourse manual in a new tab)
Manage enrolments
Take enrolments, offer payment options and look after waiting lists.
- About CheckoutSee how Checkout works and why every Checkout creates an invoice, even when nothing is paid. (opens the onCourse manual in a new tab)
- Creating an enrolment with CheckoutEnrol one or more students through Checkout, with all enrolments billed on one invoice to a single payer. (opens the onCourse manual in a new tab)
- Checkout payment optionsTake full, partial or no payment at Checkout by adjusting the amount paid now. (opens the onCourse manual in a new tab)
- Why use waiting listsUnderstand how waiting lists capture interest in a course alongside other ways of collecting student details. (opens the onCourse manual in a new tab)
- Managing waiting lists within onCourseAdd and remove students on waiting lists and record their course and venue preferences. (opens the onCourse manual in a new tab)
- Enrolling students on waiting listsSee what happens to a waiting list entry when the student enrols in a class. (opens the onCourse manual in a new tab)
- Transferring an enrolmentMove an enrolment to another class from the enrolment list, finishing the transfer in Checkout. (opens the onCourse manual in a new tab)
Run classes
Create and publish classes, build timetables, roster tutors and record attendance.
- Creating ClassesCreate a class under an existing course and set up its details. (opens the onCourse manual in a new tab)
- Publishing classes onlineControl whether a class appears on your website and can be enrolled in online, using course and class status. (opens the onCourse manual in a new tab)
- Creating sessionsAdd sessions to a class timetable with start times and durations. (opens the onCourse manual in a new tab)
- Tutor rosteringSet tutor roster times and payable duration for each session. (opens the onCourse manual in a new tab)
- Session collision detectionSee how onCourse flags sessions where tutors, rooms or timetables clash. (opens the onCourse manual in a new tab)
- Timetable WindowUse the Timetable window and its calendar to view booked sessions by day. (opens the onCourse manual in a new tab)
- Marking Student and Tutor attendanceRecord student and tutor attendance, which supports tutor pay and student attendance tracking. (opens the onCourse manual in a new tab)
Manage finances
Work with invoices, payment plans, reconciliation and tutor pay.
- Tutor payAn overview of setting tutor pay rates, class budgets, confirming rosters and generating pay. (opens the onCourse manual in a new tab)
- Tutor pay ratesSet default pay rates by tutor type and adjust them for individual classes. (opens the onCourse manual in a new tab)
- Generating Tutor payGenerate tutor pay records in bulk from class budgets and tutor attendance. (opens the onCourse manual in a new tab)
- About invoicesUnderstand how invoices and invoice lines are created when you process a purchase through Checkout. (opens the onCourse manual in a new tab)
- Payment plansEvery onCourse invoice has a payment plan. Learn how to set a deposit and instalment dates for the remaining balance. (opens the onCourse manual in a new tab)
- Processing unpaid invoicesCollect the remaining balance on invoices that were unpaid or partly paid at enrolment. (opens the onCourse manual in a new tab)
- Banking and ReconciliationSet up payment types and bank and reconcile the payments recorded in onCourse. (opens the onCourse manual in a new tab)
Report and export
Use built-in reports and move data in and out of onCourse.
- Using reportsRun the reports included with onCourse, or copy and adjust them to suit your needs. (opens the onCourse manual in a new tab)
- Built-in reportsBrowse the printed reports included with onCourse and what each one is for. (opens the onCourse manual in a new tab)
- Importing and exportingAn overview of the ways to get data into and out of onCourse. (opens the onCourse manual in a new tab)
Automate routine work
Let onCourse handle routine steps and messages for you.
- onCourse Automations and Custom WorkflowLearn how Automations let you build your own workflow rules into onCourse. (opens the onCourse manual in a new tab)
- What can you do with automations?Examples of routine tasks that can be handled with an onCourse automation. (opens the onCourse manual in a new tab)
- Automation triggersUnderstand how automations are triggered by a schedule or by changes to records. (opens the onCourse manual in a new tab)
- Automatic messages in onCourseSee which emails onCourse sends automatically when a student enrols and an invoice is created. (opens the onCourse manual in a new tab)
Connect your tools
Link onCourse with accounting, learning and email tools you already use.
- External IntegrationsAn overview of setting up integrations between onCourse and external tools you use. (opens the onCourse manual in a new tab)
- XeroConnect onCourse to your Xero organisation and set up how journals and payroll information are sent to Xero. (opens the onCourse manual in a new tab)
- MoodleSet up the Moodle integration so enrolments taken in onCourse are enrolled into the matching Moodle course. (opens the onCourse manual in a new tab)
- MailchimpConnect onCourse to a Mailchimp audience so enrolling students can be subscribed to your chosen list. (opens the onCourse manual in a new tab)
Help your learners
Give students and tutors their own portal.
- skillsOnCourse portal introductionAn introduction to skillsOnCourse, the portal where students and tutors interact with your college and classes. (opens the onCourse manual in a new tab)
- Student PortalSee what students find on their skillsOnCourse portal dashboard after logging in. (opens the onCourse manual in a new tab)
- Tutor Specific FeaturesLearn about the portal features available only to tutors. (opens the onCourse manual in a new tab)