Enrollment connects a learner to a course and controls what they can access. Use it for paid courses, private programs, member benefits, workshops, onboarding paths, or internal training where the right people need the right course access.

What this guide helps you do

• Choose the right enrollment path for a course.
• Add or confirm learner access without creating duplicate records.
• Review payment, membership, and progress context before sending access instructions.

Before you start

• Confirm the course is ready enough for the learner to enter.
• Know whether the course is free, paid, private, member-only, or manually assigned.
• Confirm the learner identity, email address, customer record, and payment or membership status.
• Prepare the access message and next step you want the learner to take.

Do it manually

1. Open the course and review its access mode and enrollment settings.
2. Find the customer, member, or learner record that should receive access.
3. Create or confirm the enrollment for the correct course.
4. Review status, start date, completion expectations, payment, membership, and any welcome message.
5. Send the learner the correct course, dashboard, or lesson link after access is confirmed.
6. Check the customer record later if you need to follow up based on progress or inactivity.

Ask Faster AI

• Enroll this customer in [course] only if the course is ready and their payment or membership status allows access. List anything I need to review first.
• Find customers who should receive this onboarding course and draft an access message for my review.
• Review course enrollments for duplicates, missing learner emails, and people who need a welcome follow-up.

Review before learners use it

• Confirm the learner email and customer record before sending access.
• Do not enroll someone in a paid or private course until payment, membership, or approval is clear.
• Check for an existing enrollment before creating a new one.
• Preview the learner link if the customer says they cannot access the course.

Common issues and fixes

• If a learner cannot open the course, check enrollment status, course access mode, payment, and published lessons.
• If the same customer appears twice, merge or clean up the customer records before adding more access.
• If a learner enrolled but received no message, send or schedule a clear access follow-up.

Online course launch playbook

For how enrollment fits into a complete first-course launch and learner follow-up path, read the online course launch playbook. Publishing Your First Online Course: Outline to Certificate.

Members-only content strategy

For how course enrollment can act as one access door inside a broader member area, read the members-only area article. Building a Members-Only Area: Gating Content the Right Way.

Tutor knowledge ladder

For how learners can move between sessions, cohorts, courses, and memberships while staying on one customer record, read the tutor knowledge article. The Tutor's Guide to Selling Knowledge Online.

Connected workflows

• Create member access
• Collect pay-now payments from plugins
• Create a welcome journey
• Understand Customer 360

Placeholder media

• Screenshot placeholder: add an annotated screenshot of enroll customers in a course with learner names, email addresses, payment details, private progress notes, and unpublished course material blurred.
• Video placeholder: add a short walkthrough that shows the manual course path, then shows how to ask Faster AI for the same setup or review before learners can access it.

Related help

• Track course progress
• Publish a course safely
• Create a membership offer