Course Instances
Summary: Schedule and manage runs of your courses. Create instances, track status, and manage enrollments.
Audience & Prerequisites: Staff scheduling courses; at least one Course Product created.
UI Path: Planner → Dive Planner (instances are managed in the planner; /course-instances redirects to Dive Planner)
Step-by-step
Create a course instance
From the planner, use New Course Instance (or Create First Instance when none exist).
If using the direct form: Create Course Instance page lets you select a Course Product, dates, and options.
Instance fields
Course Product: select from active catalog entries (name and code).
Start Date / End Date: set schedule dates for the instance.
Instance Name: optional custom name (defaults to product name).
Status: Scheduled, Active, Completed, or Cancelled.
Maximum Students: optional override of the product default.
Notes: optional notes for staff.
Sessions and calendar
Create Default Sessions: generates morning/afternoon sessions for each day.
Sync with Google Calendar: adds sessions to your calendar if connected.
Manage instances
Filter by status: Active, Scheduled, Completed, Cancelled.
Search by course name/code.
Open an instance to manage enrollments and progress.
Results & Where to Verify
New instances appear under the appropriate status sections in the planner.
Sessions and calendar events appear if session creation and sync are enabled.
Related tasks & Links
Course Products: configure products before scheduling.
Student Enrollment: add students to an instance.
Dive Planner: plan all scheduled courses.
Troubleshooting
Can’t see Course Instances page: /course-instances redirects to Dive Planner by design; access instances via the planner.
No products listed in form: ensure products are active and visible to your company.
Calendar sync disabled: verify Google Calendar connection in settings.
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