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How to Handle Training Applications

Written by the SellarPro team · Published 12 October 2026 · 1 min read

Short answer

Open Training → Applications → New application to record an enquiry: the applicant, the course or programme and preferred intake, and their background. Review it and Accept, Reject or Waitlist it. Accepting creates the student and can place them in the intake and raise their invoice in one click.

An application is someone asking to join a course. Capturing it creates no customer record; the customer is created only when you accept them.

Record an application

  1. Open Training → Applications and click New application.
  2. Choose A new applicant or Someone we already teach, and enter their name, phone, email, date of birth and address.
  3. Under Applying for, choose the Course or Programme and, if they have one, the Preferred intake.
  4. Add their Previous education and Occupation, and save.
New application with the applicant's details, the course they are applying for, the preferred intake and the status
The application is numbered when it is saved.

Decide

Waiting on you lists applications to decide. Open one and choose Accept, Reject or Waitlist. When you accept, leave Place them in an intake now ticked to enrol them in the intake they applied for and raise their invoice in the same click.

Take applications online

Switch on Accept applications online in Training → Settings, then share the form's link on WhatsApp, Facebook or your website. Online applications arrive in the same list.

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How to Take a Student from Application to Certificate

In Training, add your courses to the Catalogue and open an intake. Accept an application, place the student and raise their invoice in one step. Take attendance and marks as classes run, then mark the class completed on the intake's Graduation tab and issue certificates.

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How to Open an Intake and Assign Instructors

Open Training → Cohorts → New cohort. Choose the course or programme, name the intake, set its dates, status, venue, branch, capacity and any agreed fee, and save. On the intake, add students on the Students tab, instructors on the Instructors tab, and the classes on the Weekly pattern tab.

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