Create Training Courses & Modules

LESSON OVERVIEW

This lesson shows you how to create, schedule and manage training courses so you can measure how training activity drives engagement and sales. You'll learn how to:

• Create new training courses and modules.

• Schedule training sessions with location and time details.

• Add attendees from across your network.

• Log attendance and link training impact to sales analytics.

Step-By-Step Instructions

  • 1

    Open the Training Courses Section

    1. From the left-hand navigation, select Training Courses.

    2. Click Add Training Module to create a new course.

    3. Give your course a clear name — for example, Lip Filler.

    4. Set the difficulty level and add the products covered.

    5. Click Save to confirm.

    Image of the Rare: Monitor dashboard
  • 2

    Create a Training Session

    1. Click Add Session.

    2. Choose the date and time for your event.

    3. In the location box, start typing the venue name (e.g., VB Health) to select from existing training locations.

    4. Confirm and save your session.

    Image of the Rare Monitor Dashboard
  • 3

    Add Attendees

    1. Click Add Attendee in the session details.

    2. You can add people from the host clinic or any other business in your network.

    3. Enter the business name and the attendee’s name (e.g., Charlie Clark from G&T Aesthetics Ltd).

    4. Click Add to include them in the session.

    Rare: Monitor filters
  • 4

    Add Attendees from a Clinic Page

    1. Go to the Clinic Detail page for the business you want to add.

    2. Scroll down to the Training section.

    3. If it shows “No training session for this person,” click Add Session.

    4. Select the course name (e.g., Lip Filler) and the session date.

    5. Choose the attendee from that location and save.

    Step illustration
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Pro Tips

• Use lists to group clinics by campaign or activity, such as training leads or new opportunities.

• Add colours to lists to quickly distinguish between campaigns or territories.

• Regularly review and update your lists to keep your outreach organised and current.

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