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titleSessions
  1. Enable Sessions: Enable this box to add the ability to manipulate sessions in your LMS system. This will add the Sessions action for products to the IntelliCart and allow you to manipulate with them.

  2. Disable Sessions in Products by Default: Enable this box so that sessions (Enable Sessions “Enable Sessions” setting) will be disabled by default on product editing page.

  3. Enable Session Enrollment: Enable this box so that users will be enrolled into product's course(s) when product's sessions starts. I.e., you created a session for a product that will start at 3pm on March 17 and add a course A to this product. Then user buys a product at 11am on March 17, he won't be enrolled into the course A until 3pm.

  4. Enable Private Tutoring: NOTE: You have to Enable product instructors IntelliCart feature setting and assign instructor(s) to the product, and you have to enable Display Teaching Products Tab and Display Calendar tab in Product Catalog block (Site Administration > Plugins > Blocks > Product Catalog).

    Enable this box to allow product instructors edit product settings and create new sessions in this product.

  5. Default Seats Number: Add the default number of seats that can be bought in sessions. This number can be changed for every session manually in the Seats setting.

  6. Enable Sessions Attendance: Enable this box to add Sessions Attendance settings to the product editing page such as Enable Sessions Attendance and Max Attendance Sessions for product per User. These settings allow you to create sessions for specific courses and define the number of sessions learner will be able to attend.

    I.e., you have a product with course and 5 Q&A sessions assigned to this course. And you want that learner will be able to attend only 2 of these sessions at any time without additional payment. So you should create a product with putting "2" value to the Max Attendance Sessions for product per User field and assign the course to this one, as always. Then you are going to create all 5 sessions with assigning mentioned course to them, and adding an IntelliCart Sessions block to the course as well. So when the customer buys the product, he/she will be enrolled into the course as always, and this learner will have all 5 sessions in the list. Clicking Attend button for any session will enroll him/her to this and show a checkout information. Learner will be able to cancel a session enrollment at any time.

  7. Assign Courses to the Session: Enable this box to add the ability to assign sessions to specific courses on the sessions editing page.

    NOTE: If only one course was assigned to the product, sessions will automatically be assigned to that course and drop-down for course selection won't appear.

  8. Disable Sessions Creation GroupPopup: Enable this box to deactivation of the Quick Session Creation option for instructors in their Private Tutoring. When it's enabled, instructor will be directed to the session creation page when clicks on the calendar day.

  9. Restrict Sessions Created in Past Time: Enable this box so that you and any of managers/instructors won't be able to create sessions on day and time that have passed.

  10. Delete Not Active Sessions After Period: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the past session will be deleted from the calendar if no-one payed for this. I.e., you created a session for October 13, set up 5 days here, and no-one buys this. So the session will be deleted from calendars for all instructors on October 18 as a past not-paid session.

  11. Session Join Link Open Period: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the join link button on selected session will appear before session start. I.e., you created a session that will start at 9 am, and set up 10 minutes here. So, when the user purchases this session, he'll find a Start Session button at 8:50 am on Products Catalog > My Sessions > [Session] tab.

  12. Product Sessions Template

    • Calendar:

    Calendar
    • Choose this option so that sessions will be shown as separated blocks with calendar in the top on product editing page. This ways users will be able to select a calendar day (days with sessions will be written with black color), and then choose a required session.

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    Product Sessions Template:
    • Time Slots: Choose this option so that Sessions tab on product details page will be shown as time slots (define slots length in the setting below) divided by weeks. This ways users will need to find the required week, then click on the time slot, and choose a session from the appeared window.NOTE: If there're more than 1 session on the time slot, they still will be shown as a 1 slot.

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  13. Time Slots Interval: Select the option for displaying time slots on Sessions tab on product details page. Whether it'll be within 30 minutes or 1 hour interval, it's up to you!

    NOTE: This setting will be applied if you select Time Slots option in Product sessions template setting above.

    NOTE: If there're more than 1 session on the time slot, they still will be shown as a 1 slot.

  14. Hide Empty Timeslots Row: Enable this box so that rows with time slots on Sessions tab on product details page that have no sessions will be hidden. In the example below, the left picture is when this setting is disabled, and the right picture is when it's enabled.

    NOTE: This setting will be applied if you select Time Slots option in Product sessions template setting above.

    image-20240522-142711.png
  15. Prevent Meeting Access Before Instructor: Enable this box so that user won't be able to join the session before an instructor; there will be a notification displayed to wait for instructor.

    NOTE: This works with Session Attendance functionality.

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titleInstallment
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  1. Enable Payment InstallmentEnable sessions cancellation: Enable this box to add an ability to select the installment billing type for product (recurring paying a bill in small portions throughout a fixed period of time). Users who select paying via installment method will be shown in Subscriptions list under Sales tab to review they payment cycles.NOTE: This setting will cancel session attending for your users. This will add “Session Cancel” button to all purchased sessions under “My Sessions” tab on Products Catalog, so when clicked, user becomes suspended in course(s) assigned to the product where this session was, and order status for that session purchasing will be changed to the “Cancelled” status.

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    If the product session purchased was NOT the only one in the order, it will get “Cancelled Partial” status when user cancels, and session cancelled will be shown with red color.

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    NOTE: Session cancellation doesn’t relate to refund functionality. If user cancels some session, IntelliCart won’t process a refund for that automatically, so admins should do that manually if needed.

  2. Sessions cancellation confirmation message: Add a default message that will be shown to users in the confirmation pop-up while they cancel sessions.

  3. Session cancellation reasons options (one per string): Add possible reasons (one per line) that will be shown to users as a drop-down on the confirmation pop-up, so they won’t need to enter a reason manually. This will also leave an “Other” option in pop-up message in case user doesn’t find an appropriate one.
    NOTE: If you don’t feel this setting, users will have an “Other” option only in the confirmation pop-up.

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  4. Enable late session cancellation notification in "Sessions cancellation confirmation message": This setting works in collaboration with “Period before session start“ and “Late session cancellation alert“ settings below, and also with “Send session cancellation notification to cohorts user“ and “Send session cancellation custom notification to users of cohorts“ from Notifications Settings.
    Enable this box to add a specific notification addition (“Late session cancellation alert“) to the confirmation pop-up for users who are enrolled into cohort(s) from “Send session cancellation custom notification to users of cohorts“ setting, and cancels a session during the selected period of time (“Period before session start“).

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  5. Period before session start: This setting works in collaboration with “Enable late session cancellation notification in "Sessions cancellation confirmation message“ setting above, and “Late session cancellation alert“ settings below, and also with “Send session cancellation notification to cohorts user“ and “Send session cancellation custom notification to users of cohorts“ from Notifications Settings.
    Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which “Late session cancellation alert” will appear in the confirmation pop-up when user cancels the session. E.g., if you set this setting to 5 days, and user cancels some session 3 days before it starts, they’ll see a specific notification addition (“Late session cancellation alert“) in the confirmation pop-up.

  6. Late session cancellation alert: This setting works in collaboration with “Enable late session cancellation notification in "Sessions cancellation confirmation message“ and “Period before session start“ settings above, and also with “Send session cancellation notification to cohorts user“ and “Send session cancellation custom notification to users of cohorts“ from Notifications Settings.
    Add a message addition that will be shown in the confirmation pop-up to cohort users (“Send session cancellation custom notification to users of cohorts“) when they cancel sessions.

  7. Enable custom session date format: This setting works in collaboration with “Session date format“ setting below. Enable this box to get an ability to change date format for product sessions.

  8. Session date format: Select date format that will be applied to session’s day filter under the product in Products Catalog.

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Installment

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titleInstallment
  1. Enable Payment Installment: Enable this box to add an ability to select the installment billing type for product (recurring paying a bill in small portions throughout a fixed period of time). Users who select paying via installment method will be shown in Subscriptions list under Sales tab to review they payment cycles.

    NOTE: This setting will work properly only if Buy one product at once setting is enabled.

    NOTE: If you use installment within Pre-training Fee functionality (points 4-5), and user has paid a fee prior to the product, the amount paid will become a discount for the 1st installment payment.

Subscriptions

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titleSubscriptions
  1. Enable Subscription: Enable this box to add an ability to select the billing type for product (recurring (subscription) or regular payment). Enabling this feature will also add a Subscriptions tab to Sales, where you as an admin can review, suspend or cancel all subscriptions in your LMS system. You users will also get the Subscriptions tab on their Learner Dashboards, where they can also review and cancel them.

    NOTE: Not all payment systems allows you to pay for the subscription.

  2. Subscription Suspend Threshold: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the customer can pay for the subscription after its expiration day. I.e., you set up this setting for 10 days and user subscribed for a product with monthly recurring period. When the day for a payment comes, but the user can't pay for this, his subscription gets a "Suspended" status for 10 days, when he won't have an access to courses in this product. But he still has an ability to pay for it. If he won't pay during these 10 days, user's subscription will get an "Expired" status and then should be bought again.

  3. Subscription Notification Threshold: Add the number of weeks/days/hours/minutes/seconds (it's up to you!) for which the customer will get a notification (an invoice for users who pay via invoice) to renew subscription before its expiration day. I.e., you set up this setting for 3 days and user subscribed for a product on February, 27 with monthly recurring period. He will get a notification on March, 24 (3 days before March, 27) with a new invoice for recurring payment.

  4. Enable Subscriptions Coupons: Enable this box to add an ability to apply coupons in subscription purchasing.

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  5. Show Total Subscription Price Over Whole Period: Enable this box show total cost of the subscription over product lifetime instead of cost per billing cycle. It doesn't affect the amount billed to the customer. Notice that this only affects products with set number of billing cycles (1, 2, 3, etc., not zero). I.e., you have set up a product price to $500 per year with 2 recurring periods (top left picture). This feature will show the total price that customer have to pay over the hole period ($500 x 2 years = $1000 - top right picture). But customer still will need to pay $500 in a year (bottom picture). This feature just shows him the total price he'll have to pay.

    image-20240522-143711.png
  6. Enable Subscription Start at Specific Date: Enable this box to allow subscription to start from enrollment date instead of payment date. When enabled, and product enrollment start date is any future date, and user subscribe to the product, he will be added to the Scheduled Enrollments list until the start date comes. I.e., today is March 5, you have selected a Subscription payment option for a product and selected a specific date - March 10 - when an enrollment will start. This setting will enroll user to the product course(s) only when the enrollment start date comes, and not when user actually paid for the subscription. So the user could subscribe for a product on March 7, but he still will be enrolled only on March 10.

    NOTE: If this setting is disabled, but you selected any future date for enrollment starting, user will be enrolled into the product course(s) when he actually paid for the subscription. So he won't be added to the Scheduled Enrollments list.

  7. Enable Subscriptions Enrollments Actions: Enable this box to add Subscription expiration action and Subscription cancellation action settings to product editing page that will allow you to define what to do with product enrollment when subscription expires or cancelled by user or admin (if available).

  8. Enable Unsubscribe with Pending Expiration: Enable this box so that if user cancels subscription before expiration date, he still will have an access until the end of paid billing circle. He'll also get an IntelliCart Unsubscribe Notification within end date of his product access.

    I.e., user subscribed on February 8 for a product with monthly requiring period. But in a week he canceled the subscription. In this case he still will have a access to course(s) he subscribed for until March 8.

Enrollments

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titleEnrollments
  1. Enable Manual Enrollment: Enable this box to add Enrollments action to products. Select user(s) who you want to be manually enrolled into the product and course(s) in it. You can select all users by enabling such checkbox under the drop-down.

    Click on Save changes to apply this filter in your LMS system. NOTE: Users who are manually enrolled will be displayed in All Sales report on the Sales tab with a Manual status and zeros in the payment columns.

    image-20240522-144301.png
  2. Enable Approval Enrollment: Enable this box to restrict user's automatic access to course(s) in the purchased product and to add an ability to approve courses users want to be enrolled in.

    NOTE: This is working only for product's with seats.

    NOTE: You should enable "Show Product items on Product Page" setting on the product editing page, so your users will be able to review and select course(s) they want to be enrolled in.

    I.e., you have a few courses assigned to a product. Manager buys a few seats in it for his students. Then he send a key to students for "buying" a product or enroll them manually (see Enable Seats Enrollment setting in Vendors block settings). When a student is enrolled into the product, this feature won't enroll him automatically into the courses in it. The student will need to go to the course enrolling page to send a request to a manager for enrolling him into the specific course.

    image-20240522-144712.png

    This request will appear on the Requests tab Sales for a manager, where he can approve or reject this.

    image-20240522-144809.png

    Manager can also manually enroll students into specific courses by clicking a Details action and selecting specific courses he needs.

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  3. Enable Free Enrollment: Enable this box to make ALL products in your LMS system free. In this case you (as an admin) won't be able to add prices to products, user's won't need to add products to the cart. They'll be able to enroll to / unenroll from the products and courses inside them by clicking the Enroll / Unenroll button that will appear instead of the Add to cart button.

    NOTE: When this option is enabled "Payment Types" tab on IntelliCart dashboard will be hidden!

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  4. Enable Auto Enrollment: Enable specific courses he needs.

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  5. Enable Free Enrollment: Enable this box to make ALL products in your LMS system free. In this case you (as an admin) won't be able to add prices to products, user's won't need to add products to the cart. They'll be able to enroll to / unenroll from the products and courses inside them by clicking the Enroll / Unenroll button that will appear instead of the Add to cart button.

    NOTE: When this option is enabled "Payment Types" tab on IntelliCart dashboard will be hidden!

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  6. Enable Auto Enrollment: Enable this box so that users who were added to the vendor will be automatically enrolled into product(s) this vendor was assigned to. I.e., you assigned an Acme Corp vendor to the Math product. When you add a user to the Acme Corp vendor, he'll be momentarily enrolled into the Math product without need to pay for it.

  7. Enable user profile field auto enrollment: This setting works in collaboration with “Enable User Profile Fields” (enabled) and “Not filter empty Profile Fields data” (disabled) settings from Categories and Products block of settings above, and also with “Enable managing Users“ setting from Vendors block of settings.
    Enable this box so that users who were added to the vendor imported from the file (with some profile field set) will be automatically enrolled into the product(s) this vendor was assigned to. I.e., you assigned an Acme Corp vendor to the Math product. When you add a user to the Acme Corp vendor, he'll be momentarily enrolled into the Math product without need to pay for itwhere is the same profile field assigned.
    I.e., you want to upload some users into the LMS system using IntelliCart importing from Vendors > Manage Users > Import. You created a file based on the example, and added a profile field “Country” to the file to define user’s placement. When you upload this file, user will be automatically enrolled into the product(s) where the same country is assigned for filtering.

  8. Enable Self Course Enrollment: Enable this box to restrict user's automatic access to course(s) in the purchased product and to add an ability for students to manually enroll into courses.

    NOTE: This is working only for product's with seats.

    NOTE: You should enable "Show Product items on Product Page" setting on the product editing page, so your users will be able to review and select course(s) they want to be enrolled in.

    I.e., you have a few courses assigned to a product. Manager buys a few seats in it for his students. Then he send a key to students for "buying" a product or enroll them manually (see Enable Seats Enrollment setting in Vendors block settings). When a student is enrolled into the product, this feature won't enroll him automatically into the courses in it. The student will need to go to the course enrolling page to click on a enroll button for manual enrolling into the course.

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    Manager can also manually enroll students into specific courses by clicking a Details action and selecting specific courses he needs.

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  9. Enable Auto-Enrolling on Seats Checkout: Enable this box so that customers who buy more that fixed number of seats will be enrolled into the product course(s) for free.

    NOTE: This setting works in collaboration with Minimum seats number for Free enrollment and Role for Free enrollment settings below.

    I.e., you set up the Minimum seats number for Free enrollment setting to "2" and selected "Non-editing teacher" Role for Free enrollment. When customer buys 2 or more product seats, he will be automatically enrolled into product course(s) with a "Non-editing teacher" role without need for additional payment and all seats he bought will be available for assignment, as usual.

    NOTE: Users will be automatically enrolled with a protected role (no ability to remove that manually from the course participants). If you wish to disable this to be able manually remove the role, go to Site Administration > Plugins > Enrolments > IntelliCart enrollments and turn on Disable protected roles setting under Enrolment instance defaults block.

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  10. Minimum Seats Number for Free Enrollment: Add the number of seats that customer should buy to be auto-enrolled into the product course(s). If customer buys this minimum or more seats, he'll be enrolled for free.

    NOTE: This setting works in collaboration with Enable “Enable Auto-enrolling on Seats Checkout above above” and Role “Role for Free enrollment enrollment” settings below.

  11. Role for Free Enrollment: Select role so that users will be auto-enrolled into product courses(s) with this specific role.

    NOTE: This setting works in collaboration with Enable “Enable Auto-enrolling on Seats Checkout Checkout” and Minimum “Minimum seats number for Free enrollment enrollment” settings above.

  12. Enable Course Un-Enrollment: Enable this box to add an Unenroll button to courses on the My Courses tab in the Product Catalog so that users can unenroll from courses by themselves.

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  13. Hide unenroll button on products: This setting works in collaboration with “Enable instant enrollment for free products“ setting from Categories and Products block of settings. Enable this box to hide “Unenroll” button for users on Products Catalog, My Products tab, and product details pages.

  14. Continue Expired Enrollment After Purchase New: NOTE: This setting works in collaboration with Enable “Enable Approval Enrollment Enrollment” above.

    Enable this box so that user will be automatically enrolled into the course(s) he was enrolled before product expiration without need to approve course enrollment one more time.

    I.e., you have Enable Approval Enrollment and this setting enabled, and have a product that expires in 30 days after purchasing, so that user has to buy it again to continue passing the course(s). User buys a product and request some course enrollment. Manager approves enrollments. In a month product enrollment expires, and user buys the product one more time. In this case he won't need to send a request for course enrollment to manager again, because he'll be automatically enrolled back to courses that were already approved before.

  15. Users for Enrollment Limit: Add the maximum number of seats that could be assigned to users per one time.

    I.e., you have set up 50 seats in this setting, and have purchased 200 seats in the product. When you navigate to Sales > Seats, click on Details button for purchasing, from there go to Enroll Users, and tick Select all Users, only 50 first users will be enrolled. You still will be able to go to Enroll Users and tick Select all Users to enroll 50 more users.

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