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Members & enrolment

Manage who is enrolled and track their progress.

Articles in this category

How-to

View members and progress

See enrolments, completion rate, and per-student progress.

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How-to

Import members with CSV

Bulk-enrol students from a CSV file.

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How-to

Add or remove a member

Manually enrol or remove a student.

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How-to

Export members to CSV

Export member and progress data.

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How-to

Grant course access with membership tags

Connect a subscription app's Shopify tag to a One Time Purchase course so subscribers get access automatically.

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How-to

Tag customers by course progress

Keep a not-started, in-progress or completed Shopify tag on every student, ready to segment on.

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How-to

Tag customers when they buy a course

Add your own Shopify customer tag to everyone who buys a course, and see when the tag is and isn't added.

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How-to

Set a course deadline

Give a paid course an access deadline a set number of days after each student enrols, tracked on the member page.

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How-to

Change a student's deadline

Move one student's access deadline, or update a selected group on a course at once.

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Concept

Refunds and course access

What a refund takes away, what it leaves alone, and why partial refunds change nothing.

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How-to

Approve purchases before students get access

Hold a paid course's new purchases until you approve them, one at a time or in bulk from the course's Members tab.

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How-to

Contact properties

Store your own named values on a member and export them as attr: columns.

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Reference

Customer data requests

Handle the data and erasure requests Shopify forwards, and see what each one does.

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How-to

Sort and filter members by date

Sort members by Member since or Enrolled date, and filter to today, yesterday, the last 7 or 30 days, or a custom range.

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