Using iyely Course
How-to guides for iyely Course
These thirty guides explain existing Course workflows across inquiries, enrollment, finance, scheduling, exams, Excel imports, institutions, permissions, the AI assistant, and software selection. Each article describes the records involved, the actions to take, and the limits of what those actions mean.
Choose the task you need to complete. All thirty topics are available in both the Turkish and English directories.
On this page
Choose a topic by the work you need to do
Track an inquiry
Learn what an inquiry record contains, and how its status, completed communication and future tasks serve different purposes.
Follow installments and payments
Read how planned installments, amounts actually collected and the remaining balance relate without treating them as the same record.
Assess the software
Compare Course features and their limits with your institution's requirements before making a selection decision.
Compare inquiry sources
Read source counts and conversion rates in the report alongside its date range and institution scope.
Manage daily follow-up
Distinguish open call tasks, completed interactions and the next action planned by an advisor.
Follow WhatsApp inquiries
Review conversations and message status alongside advisor assignments and linked inquiry records.
Prepare an education offer
Review an offer's items, discounts, installments and validity, and distinguish it from a completed sale.
Hand over an inquiry
Check the inquiry advisor and the separately assigned open tasks when responsibility changes.
Organize records with tags
Use tag categories and labels to group records without confusing them with inquiry source or status.
Enroll or renew a student
Check the student record, education sale, payment plan, and class placement as separate parts of the process.
Set up education packages
Review catalog package details, prices, and installment terms before using a package in a sale.
Review sale approvals
Understand approval and rejection decisions alongside discounts, editing limits, and actual payment records.
Check daily cash and collections
Read cash account balances and movements without treating transfers or manual entries as education collections.
Follow overdue payments
Check installment due dates and remaining balances, then record follow-up work and actual collections separately.
Review cancellations and refunds
Examine the request, calculation preview, approval decision, and effects on financial and class records.
Create a class schedule
Place lesson sessions into timetable slots and review conflicts, shelf items, and the limits of availability checks.
Record attendance and absences
Distinguish present, absent, late, and unmarked records, then review how the recorded marks affect attendance summaries.
Create classes and place students
Set up a class, check placement warnings, and track each student's membership period separately from lesson sessions.
Review teacher lessons and availability
Compare teacher records and placed lessons while accounting for the limits of slot-based conflict checks.
Transfer a student between classes
Review both class memberships, the result of each transfer step, and attendance history across membership periods.
Read room occupancy and free slots
Distinguish occupied, empty, and closed cells from the overall occupancy percentage and unplaced lessons.
Prepare a practice exam
Set subjects, question counts, an optional answer key, and scoring rules before publishing the exam inside Course.
Enter and correct exam results
Choose answer strings or subject totals, check row errors, and verify saved results and later corrections.
Analyze exam results
Read subject counts and question details without inferring information that was never recorded.
Understand exam scoring
Read net, score, and ranking rules without treating an internal result as an official exam result.
Import inquiries from Excel
Check file fields, preview limits, duplicate handling, and the final import report.
Track multiple branches
Check each institution’s records and the scope of shared resources and reports.
Set up your first institution
Review the initial brand, institution, and cash account records, then prepare the definitions your work requires.
Manage roles and permissions
Search action permissions and check how role settings differ from data access rules.
Use the AI assistant
Understand its supported reads, previewed writes, required approvals, and limits.
What these guides cover
The articles describe software workflows and their boundaries. They do not establish education policy, promise a financial outcome, or replace the details shown in your own account and current plan.
Frequently asked questions
Are all Course how-to guides available in English?
Yes. All thirty Course guides have English versions, and each English page links to other translated pages.
Does recording an installment mean a payment has been received?
No. A planned installment and an actual collection are separate records. The payment tracking guide explains how to read them together.
Does an inquiry become a student when its status changes?
No. An inquiry status describes its current stage. Conversion to a student is a separate action explained in the inquiry tracking guide.
Explore iyely Course
Review the product features or discuss your institution's needs with our team.