WordPress Course Catalog Plugin - Use Case - How to Build a University Catalog and Have the Students Registered and Pay


Use Case - How to build a university catalog and have the students registered and pay

Back to User Guides

Note: This guide covers features from

Video Use-Case

The WordPress Course Catalog plugin allows you to create a directory of courses, each with their own page.

By combining the Payments, Dashboard, Form Builder, Waiting List and EDD, you can charge users for registration to the courses, organize the waiting lists, gather the information about the students, and manage all your courses.

Use Case Assumptions

In this example we'll consider how the users can pay and register for your courses, how to gather and manage information about them, and how to keep the students when you don't have courses at the moment.

We consider that you have already bought the WordPress Course Catalog plugin, but not yet installed it. 

Also, we assume that you already know how to build a university catalog with you courses. If not, you can learn more in Use Case - How to build a university catalog.

This documentation follows:

Installing the Plugin

The process is the same for all CM plugins and addons.

CreativeMinds Customer Account Dashboard - Downloads tab
CreativeMinds Customer Account Dashboard
  • Download the plugin from your customer dashboard.
  • Log in to WordPress and navigate to the WordPress Admin  → Plugins settings.
  • Click on Add New.
  • Activate it and add the license.

Learn more: Getting Started - Plugin Overview


Installing Payment Plugin (EDD)

To install Easy Digital Downloads head to Admin Dashboard → Plugins → Installed Plugins and click Add New

Adding new plugin
Adding new plugin

Search for Easy Digital Downloads and install it.

Installing the payment plugin
Installing the payment plugin

Configure Payment Plugins

Don't forget to configure the payment plugin! This way you can connect it to payment providers such as PayPal or credit card companies.

EDD settings
EDD settings
EDD Payment Gateways settings
EDD Payment Gateways settings
External Resource

Use Case Front-End

Process of the registration for the course

Checkout page - WordPress Plugin for Online Courses
Checkout page
Adding personal info - WordPress Plugin for Creating Online Courses
Adding personal info
Adding profile info - LMS Plugin for WordPress
Adding profile info
Purchase confirmation - LMS WordPress Plugin for Courses
Purchase confirmation

Student's profile on the dashboard

Student dashboard: Profile tab - WordPress Plugin for Online Courses
Student dashboard: Profile tab
Student dashboard: Purchases tab - WordPress Plugin for Courses
Student dashboard: Purchases tab
Student dashboard: Courses tab - E Learning WordPress Plugin
Student dashboard: Courses tab

Form Builder for gathering the information about the students 

When you already have the catalog with your courses, you need students to register for it, and you need to be sure you can get all the necessary info about them. For that purpose the CM Course Catalog Form Builder add-on was built. It allows you to create custom profiles for the students. 

You can learn more about CM Course Catalog Form Builder.

To configure it navigate to Admin Dashboard → CM Course Catalog Pro → Settings → Student profile builder.

Profile builder - WordPress LMS Addon
Profile builder

The editor provides the drag-and-drop area and the default fields next to the area. These fields are:

  • Text Input
  • Text Area
  • Number
  • Select
  • Radio Group
  • Checkbox Group
  • Date Field
  • Admin Textarea (note: this textarea is visible for the admin only).
Adding custom fields to the form - WordPress LMS Plugin
Adding custom fields to the form

The admin can make each field required or not, add tooltips per field with more detailed information, edit CSS class, default values and more. 

Edit, Copy, Remove

Apply the actions to each chosen field:

  • Edit - click on the Edit icon and the field will be open.
  • Copy - click on the Copy icon to add the same options.
  • Remove - click on the Delete icon to remove a whole field.
Editing, duplicating and removing custom fields - WordPress Course Catalog Plugin
Editing, duplicating and removing custom fields

The users will see this form on the stage of registration for the course, when they do it for the first time. So let's see, how the process of registration goes.

Process of the student registration 

When the user chooses the course, he clicks the Buy button, and the course goes to the cart. 

Adding course to the cart - WordPress Plugin for Online Courses
Adding course to the cart

TIP: change the name of the button

You can change the label of the button while editing the course in the field Buy button label.

Changing the button label - WordPress Plugin for Creating Online Courses
Changing the button label

Then the user clicks  Checkout button and goes to the Checkout page.

Checkout page with custom profile fields - LMS Plugin for WordPress
Checkout page with custom profile fields

Here the user can see the information about the purchased product and payment methods.

Checkout page - LMS WordPress Plugin for Courses
Checkout page

Lower there's a Personal Info form that the student needs to fill with required data about themselves such as Email Address, First Name and Last Name.

Adding personal info - WordPress Plugin for Online Courses
Adding personal info

And at the end they need to fill the Profile info form that you create using the CM Catalog Course Form Builder add-on.

Filling the custom form - WordPress Plugin for Courses
Filling the custom form

After all the user clicks the Purchase button, finishes the buying and gets the confirmation.

Purchase confirmation - E Learning WordPress Plugin
Purchase confirmation

The user gets a few emails with information:

  1. Purchase Receipt
  2. Information about the course the user registered for
  3. Link for account verification
  4. Username and Password

When the user has already registered and verified their account, and goes on to buy another course they will only receive the first two emails.

Waiting List

Sometimes there are no available places left for a course or the user is not available for the course dates. In this case, you can use the CM Course Catalog Waiting List add-on to keep users and let them join the courses later.

You can learn more about CM Course Catalog Waiting List.

While creating the course you can enable the option Waiting List, and a special form will appear on the course page. Here you can edit:

  • Form submit label 
  • Waiting list header
  • Additional notification email
  • Description
  • Success message
  • Registered user message
Waiting list settings - WordPress LMS Addon
Waiting list settings

This is how the form looks in the Front-End.

Adding user to the waiting list on the front-end - WordPress LMS Plugin
Adding user to the waiting list on the front-end

After submitting, the user gets an email letting them know they have been added to the waiting list.

TIP: Custom fields

You can edit this form by adding custom fields to get more information from users.

Navigate to  Admin Dashboard → CM Course Catalog Pro → Settings → Waiting List. Here you can see the same form builder as in the CM Course Catalog Form builder add-on, and it works the same. Name and Email fields are preloaded to Waiting List form.

Waiting list form builder - WordPress Course Catalog Plugin
Waiting list form builder

Front-End:

Custom fields in the waiting list form - WordPress Plugin for Online Courses
Custom fields in the waiting list form

Dashboard

You can view all your courses, students, and their registrations on the easy-to-use dashboard in the Backend, using the CM Catalog Course Dashboard add-on.

You can learn more about possibilities of CM Course Catalog Dashboard.

Navigate to Admin Dashboard → CM Course Catalog Pro → Dashboard.

Navigation to the Dashboard page - WordPress Plugin for Creating Online Courses
Navigation to the Dashboard page

Courses

On the first tab, Courses, you can view the full list of your courses. By expanding any of them you can see the list of registered students for that specific course. 

On all tabs of the dashboard you can sort the information by any column.

Dashboard: Courses tab - LMS Plugin for WordPress
Dashboard: Courses tab

Here you can add the student to the course from the list of registered users.

Registering student to the course on the back-end - LMS WordPress Plugin for Courses
Registering student to the course on the back-end

You can also change the period of the course for the student or delete them from it.

Editing the student course registration - WordPress Plugin for Online Courses
Editing the student course registration

Students

Next tab - Students. Here you can see how many courses the student registered for and how much money they paid for them. There are two tabs with more detailed information.

  • Student Courses - On the first page there are a list of student's courses, periods, and payment information.
Dashboard: Students tab - WordPress Plugin for Courses
Dashboard: Students tab
  • Student Profile - Page with the student's personal information requested in the form built with with the CM Course Catalog Form Builder add-on. You can edit the student's information if needed.
Managing student profile - E Learning WordPress Plugin
Managing student profile

Registrations

On the Registrations tab you can see the whole list of registrations. You can filter this list by registration dates, operations (registered or deleted students) and courses. Unlike the first two tabs you can see all registrations and payments, even if the courses are expired or deleted. The same goes for the students - info about their registration and payments remain here, even if they unregistered or don't have any courses at the moment.

Dashboard: Registrations tab - WordPress LMS Addon
Dashboard: Registrations tab

Waiting List

On the Waiting List tab you can see all left requests including the info from custom fields that you can configure in settings. 

Dashboard: Waiting List tab - WordPress LMS Plugin
Dashboard: Waiting List tab

You can add an admin note for every request, filter the list by dates or courses, export the list to CSV.

There is also a possibility to add a new record to the list - for example, if you get the request by the phone.

Adding new record to the waiting list - WordPress Course Catalog Plugin
Adding new record to the waiting list

Student Dashboard

Students can view their courses and unregister from courses on the Student Dashboard

To let them do this you need to navigate to Admin Dashboard → CM Course Catalog Pro → Settings → Student Dashboard. Scroll to the Student dashboard section. 

Student dashboard settings - WordPress Plugin for Online Courses
Student dashboard settings

In these settings you can enable the Allow students to unregister option, and manage what tabs the students can see.

Student dashboard settings - WordPress Plugin for Creating Online Courses
Student dashboard settings

You need to use the shortcode [cmcc_user_profile] to display this on your site.

Shortcode for displaying student dashboard on the front-end - LMS Plugin for WordPress
Shortcode for displaying student dashboard on the front-end

TIP: What Are Shortcodes?

Shortcodes add dynamic content to your site via a small piece of code. Learn more: Shortcodes - How To Use

You can create a page, add a shortcode, and place that page to the menu to make it easy to navigate for the students.

Adding student dashboard to the site menu - LMS WordPress Plugin for Courses
Adding student dashboard to the site menu

Student Dashboard on the Front-End

Note: The student must be logged-in to browse this page.

  • Profile - On the first tab the student can see the personal information they gave when registering. They can edit it here.
Student dashboard: Profile tab - WordPress Plugin for Online Courses
Student dashboard: Profile tab
  • Purchases - On the second tab there is information about all purchases with the possibility to view detailed information about payment.
Student dashboard: Purchases tab - WordPress Plugin for Courses
Student dashboard: Purchases tab
  • Courses - This is where a students courses are listed. Here you can view detailed information about the students progress on the course, including start date, end date, and status. The student can go to the course page using the eye-icon or unregister from the course with the Remove button.
Student dashboard: Courses tab - E Learning WordPress Plugin
Student dashboard: Courses tab

This is how you can organize and manage the process of registration for your students.


More information about the WordPress Course Catalog Plugin

Other WordPress products can be found at CreativeMinds WordPress Store

Let us know how we can Improve this Product Documentation Page

To open a Support Ticket visit our support center
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.