How to get started
Step 1 – Log in to Business Portal
The first thing you see when logging in to the business portal is your dashboard. From here, you can navigate to the different functions of our platform.
Step 2 – Set up your personal profile
When using the portal for the first time, you should head to settings and set up your profile first. Clicking on account settings on the bottom left will bring you to your personal settings. Now, fill in your personal information first.
When done, you can find your personal account settings below your personal details. Here you can decide what kind of defaults you like for things such as payment details, your default location or default language for your employees.
Step 3 – Set your confirmation settings
Directly under your personal information, you find the global account settings. Here, you can decide how you want booking confirmations to work. Global settings are saved for all bookers of your company.
You can choose between four different options, for regular as well as e-learning courses. Then, simply choose what works best for you by clicking the grey box on the left.
You can also find a detailed guide on how to change booking confirmation settings here.
Step 4 – Add frequently booked courses to your favourite courses on your dashboard
To save time and make the booking process easier, the portal also has a favourites section. We highly recommend adding courses to your favourite section as soon as possible!
Once you add a course to favourites, it will be shown under your favourite courses. This is especially useful for courses you book on a regular basis.
If you like assistance with finding your courses, you can use our search for courses guidance.
Step 5 – Make your first booking!
You are all ready to make your first booking! Read more about how to book a course or how to create an employee if you like assistance with this.