Session
Guide – Registration Status
Summary This guide presents the different statuses available for a registration in Viva Helix. Each status reflects the stage or condition of a participant’s enrollment process. Available Statuses Planned Used by the registrar to plan future ...
Guide – Reschedule a Session (Change Date)
Summary This guide explains how to reschedule a session in Viva Helix by changing the start date and notifying participants. Step-by-step Instructions 1) Change the session date Open the session edit form. Update the start date with the new schedule. ...
Guide – Use the “Price Coming Soon” Option in a Session
Summary This guide explains the new feature that allows you to indicate that a session price is not yet defined. When a session is marked as “Price Coming Soon,” this message will appear in the catalog or calendar, and registrations will be ...
Automated Management of Session Publication and Registrations
Summary This guide explains how to use Viva Helix’s new options to automate session visibility in the catalog and control when registrations become available. Two separate settings provide flexibility: the catalog publication date and the ...
Track Session Master Activities
Summary This guide explains how to configure and use master activities tracking for sessions in Viva Helix. Master activities are categories or activity types that help organize, search, and report on sessions more effectively. Step-by-step ...
Session Validity Periods
Summary This guide explains how to set and manage the validity period of a session in Viva Helix. The validity period defines how long the training completed in that session or its associated competency is considered current. Step-by-step ...
Manage Bundles
Summary Purpose of Bundles: Bundles let customers purchase multiple sessions in a single transaction, providing a lower per‑session price and encouraging the purchase of complementary training. Step-by-step Instructions 1) Select sessions Choose the ...
Manage Coupons, Gift Certificates, and Membership
Summary This guide explains how to configure and manage coupons, gift certificates, and memberships in the platform, including available options and specific use cases. Step-by-step Instructions 1) Coupons Creating a coupon Go to the coupon creation ...
Using Session Tags
Summary What is a session tag? The Tag feature lets you create invitations that bundle multiple sessions into a single shopping cart. By adding the same keyword (tag) in the settings of different sessions, they are linked together to simplify ...
Dedicated Session
Summary This guide explains how to create a dedicated session, enable the dedicated link, share it with participants, and outline the resulting enrollment flow. Step-by-step Instructions 1) Create the session Create a session as usual. Check the ...
Session Selection
Summary This guide explains how to configure session selection using a master session (visible in the catalog) and child sessions (private), then create and publish the selection for participant purchase. Step-by-step Instructions 1) Create a master ...
Change Session Dates
Summary This guide explains how to postpone a session by changing its start date, verify how the new date appears in the session list, and notify participants about the change. Step-by-step Instructions 1) Change the session date Open the session for ...
Add 2nd Partner Price
Summary Purpose: This option lets you add a second partner price to session pricing. Partner Price 2 applies to participants affiliated with a company associated to a “public” banner linked to this price. Step-by-step Instructions 1) Create an ...
Managing Waitlists
Summary Waitlist management lets you individually approve or decline enrollment requests without requiring immediate payment. If a participant is declined, no refund process is needed. Step-by-step Instructions Introduction The waitlist collects ...
Displaying Session Duration
Summary This guide explains the priority rules used to display a session’s duration on the portal and in notifications, along with tips for optimizing the display. Step-by-step Instructions Priority Rules for Display No duration displayed for items ...
Usage and Meaning of Session Statuses
Summary This guide presents the different session statuses in the platform, their meaning, and their impact on catalog display and registrations. It is intended for administrators and registrars managing the scheduling and tracking of sessions. ...