Online course creator

Orchardine Creek Academy · Online course creator · Portland, OR

Marek Kincaid builds and sells corporate courses at Orchardine Creek Academy, an online course business, and he uses this to follow every private cohort a client orders from the first request through the live sessions to the invoice and the final payment.

Education Work ordersChecklists4 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 2 checklists · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agent

Use this template

Order board

Cohort orders

Requested4

Brightwell Credit Union Spreadsheet Foundations, spring cohortOC-2031Brightwell Credit Union

Pennyroyal Staffing Group Confident Business Writing, evening cohortOC-2032Pennyroyal Staffing Group

Northgate Municipal Utilities Reading a Financial Statement, utility analystsOC-2033Northgate Municipal Utilities

Kingsbridge Property Management Facilitating Meetings That Work, site managersOC-2034Kingsbridge Property Management

Scheduled5

Ellery Bay Health Partners Customer Conversations That Close, patient access teamOC-2027Ellery Bay Health Partners

Ravenscar Insurance Agency Confident Business Writing, new agentsOC-2028Ravenscar Insurance Agency

Halcyon Pediatric Group Project Planning for First-Time Leads, practice managersOC-2029Halcyon Pediatric Group

Sedgemoor Outdoor Outfitters Data Storytelling with Charts, merchandisingOC-2030Sedgemoor Outdoor Outfitters

Larkmoor Public Library System Facilitating Meetings That Work, branch leadsOC-2035Larkmoor Public Library System

Running4

Dovetail Machining Works Spreadsheet Foundations, front officeOC-2021Dovetail Machining Works

Fenwick and Daughters Accounting Reading a Financial Statement, junior staffOC-2022Fenwick and Daughters Accounting

Tamworth Valley Schools Foundation Confident Business Writing, grant writersOC-2023Tamworth Valley Schools Foundation

Brightwell Credit Union Facilitating Meetings That Work, branch managersOC-2024Brightwell Credit Union

Completed4

Pennyroyal Staffing Group Data Storytelling with Charts, recruiting analystsOC-2015Pennyroyal Staffing Group

Northgate Municipal Utilities Confident Business Writing, customer billingOC-2016Northgate Municipal Utilities

Ellery Bay Health Partners Spreadsheet Foundations, scheduling staffOC-2017Ellery Bay Health Partners

Kingsbridge Property Management Customer Conversations That Close, leasing agentsOC-2018Kingsbridge Property Management

Invoiced5

Brightwell Credit Union Project Planning for First-Time Leads, operations leadsOC-2008Brightwell Credit Union

Ravenscar Insurance Agency Customer Conversations That Close, service deskOC-2009Ravenscar Insurance Agency

Halcyon Pediatric Group Reading a Financial Statement, billing officeOC-2010Halcyon Pediatric Group

Dovetail Machining Works Project Planning for First-Time Leads, shift supervisorsOC-2011Dovetail Machining Works

Sedgemoor Outdoor Outfitters Spreadsheet Foundations, store managersOC-2012Sedgemoor Outdoor Outfitters

Paid5

Fenwick and Daughters Accounting Spreadsheet Foundations, staff accountantsOC-2001Fenwick and Daughters Accounting

Larkmoor Public Library System Confident Business Writing, reference deskOC-2002Larkmoor Public Library System

Tamworth Valley Schools Foundation Facilitating Meetings That Work, program directorsOC-2003Tamworth Valley Schools Foundation

Pennyroyal Staffing Group Customer Conversations That Close, account managersOC-2004Pennyroyal Staffing Group

Northgate Municipal Utilities Data Storytelling with Charts, engineering officeOC-2005Northgate Municipal Utilities

Cancelled1

Fenwick and Daughters Accounting Confident Business Writing, tax season prepOC-2036Fenwick and Daughters Accounting

Tables

Cohort orders

28 sample rows · 18 columns

Every private cohort a client has asked for, from the request to the last payment.

Cohort order	Order number	Client	Course	Seats	Price per seat	Paid so far
Northgate Municipal Utilities Reading a Financial Statement, utility analysts	OC-2033	Northgate Municipal Utilities	Reading a Financial Statement	16	$295	$0
Kingsbridge Property Management Facilitating Meetings That Work, site managers	OC-2034	Kingsbridge Property Management	Facilitating Meetings That Work	12	$150	$0
Brightwell Credit Union Spreadsheet Foundations, spring cohort	OC-2031	Brightwell Credit Union	Spreadsheet Foundations	14	$240	$0
Pennyroyal Staffing Group Confident Business Writing, evening cohort	OC-2032	Pennyroyal Staffing Group	Confident Business Writing	10	$195	$0
Larkmoor Public Library System Facilitating Meetings That Work, branch leads	OC-2035	Larkmoor Public Library System	Facilitating Meetings That Work	20	$150	$0
Fenwick and Daughters Accounting Confident Business Writing, tax season prep	OC-2036	Fenwick and Daughters Accounting	Confident Business Writing	8	$195	$0
Sedgemoor Outdoor Outfitters Data Storytelling with Charts, merchandising	OC-2030	Sedgemoor Outdoor Outfitters	Data Storytelling with Charts	11	$320	$0
Halcyon Pediatric Group Project Planning for First-Time Leads, practice managers	OC-2029	Halcyon Pediatric Group	Project Planning for First-Time Leads	8	$340	$680
Ravenscar Insurance Agency Confident Business Writing, new agents	OC-2028	Ravenscar Insurance Agency	Confident Business Writing	9	$195	$0
Ellery Bay Health Partners Customer Conversations That Close, patient access team	OC-2027	Ellery Bay Health Partners	Customer Conversations That Close	18	$260	$1,170
Brightwell Credit Union Facilitating Meetings That Work, branch managers	OC-2024	Brightwell Credit Union	Facilitating Meetings That Work	10	$150	$0
Dovetail Machining Works Spreadsheet Foundations, front office	OC-2021	Dovetail Machining Works	Spreadsheet Foundations	12	$240	$0

16 more rows

Clients

12 sample rows · 9 columns

The organizations that buy seats for their teams, with who to call and how they pay.

Client	Contact	Email	Phone	Industry	Billing terms	Cohort orders
Brightwell Credit Union	Lorcan Abernathy-Wills	lorcan.abernathywills@brightwellcu.net	(503) 555-0161	Credit union	Net 30	Brightwell Credit Union Spreadsheet Foundations, spring cohort, Brightwell Credit Union Facilitating Meetings That Work, branch managers, Brightwell Credit Union Project Planning for First-Time Leads, operations leads
Dovetail Machining Works	Anton Villeneuve	anton.villeneuve@dovetailmachiningworks.com	(503) 555-0165	Manufacturer	Net 30	Dovetail Machining Works Spreadsheet Foundations, front office, Dovetail Machining Works Project Planning for First-Time Leads, shift supervisors
Ellery Bay Health Partners	Saoirse Dankworth	saoirse.dankworth@ellerybayhealth.org	(503) 555-0162	Health system	Net 30	Ellery Bay Health Partners Customer Conversations That Close, patient access team, Ellery Bay Health Partners Spreadsheet Foundations, scheduling staff
Fenwick and Daughters Accounting	Ingeborg Salazar-Quist	ingeborg.salazarquist@fenwickdaughtersacct.com	(503) 555-0170	Accounting firm	Net 15	Fenwick and Daughters Accounting Reading a Financial Statement, junior staff, Fenwick and Daughters Accounting Spreadsheet Foundations, staff accountants, Fenwick and Daughters Accounting Confident Business Writing, tax season prep
Halcyon Pediatric Group	Dashiell Oyelowo	dashiell.oyelowo@halcyonpediatrics.com	(503) 555-0169	Medical practice	Net 30	Halcyon Pediatric Group Project Planning for First-Time Leads, practice managers, Halcyon Pediatric Group Reading a Financial Statement, billing office
Kingsbridge Property Management	Marisol Fitzwilliam	marisol.fitzwilliam@kingsbridgepmgroup.net	(503) 555-0168	Property manager	Net 30	Kingsbridge Property Management Facilitating Meetings That Work, site managers, Kingsbridge Property Management Customer Conversations That Close, leasing agents
Larkmoor Public Library System	Hephzibah Okonjo	hephzibah.okonjo@larkmoorlibraries.org	(503) 555-0164	Public library	Prepaid	Larkmoor Public Library System Facilitating Meetings That Work, branch leads, Larkmoor Public Library System Confident Business Writing, reference desk
Northgate Municipal Utilities	Ravindra Thackeray	ravindra.thackeray@northgateutilities.org	(503) 555-0171	Utility	Net 30	Northgate Municipal Utilities Reading a Financial Statement, utility analysts, Northgate Municipal Utilities Confident Business Writing, customer billing, Northgate Municipal Utilities Data Storytelling with Charts, engineering office
Pennyroyal Staffing Group	Tobias Nakamura-Holt	tobias.nakamuraholt@pennyroyalstaffing.com	(503) 555-0163	Staffing firm	Net 15	Pennyroyal Staffing Group Confident Business Writing, evening cohort, Pennyroyal Staffing Group Data Storytelling with Charts, recruiting analysts, Pennyroyal Staffing Group Customer Conversations That Close, account managers
Ravenscar Insurance Agency	Philippa Strangeways	philippa.strangeways@ravenscarinsurance.net	(503) 555-0166	Insurance agency	Net 15	Ravenscar Insurance Agency Confident Business Writing, new agents, Ravenscar Insurance Agency Customer Conversations That Close, service desk
Sedgemoor Outdoor Outfitters	Fionnuala Abara	fionnuala.abara@sedgemooroutfitters.com	(503) 555-0172	Retailer	Net 15	Sedgemoor Outdoor Outfitters Data Storytelling with Charts, merchandising, Sedgemoor Outdoor Outfitters Spreadsheet Foundations, store managers
Tamworth Valley Schools Foundation	Cornelius Aarons	cornelius.aarons@tamworthvalleyfoundation.org	(503) 555-0167	Nonprofit	Prepaid	Tamworth Valley Schools Foundation Confident Business Writing, grant writers, Tamworth Valley Schools Foundation Facilitating Meetings That Work, program directors

Courses

7 sample rows · 7 columns

The catalogue of courses, how long each runs and what a seat costs.

Course	Topic	Weeks	Live hours	List price per seat	Level
Spreadsheet Foundations	Spreadsheets	6	12	$240	Beginner
Confident Business Writing	Writing	4	8	$195	Beginner
Customer Conversations That Close	Sales and service	5	10	$260	Intermediate
Project Planning for First-Time Leads	Management	8	16	$340	Intermediate
Reading a Financial Statement	Finance	6	12	$295	Intermediate
Facilitating Meetings That Work	Management	3	6	$150	Beginner
Data Storytelling with Charts	Data	6	12	$320	Advanced

Also included

Order boardStage rules
Welcome note to learnersDocumentThe note that tells a client's learners when the cohort starts and how to get in.
Launch a cohortChecklist
Wrap up a cohortChecklist
Invoices still openDigest
Cohort finishedNotificationTells client success the moment a cohort is marked Completed so certificates and the survey go out.
Cancel the orderRow action

Career collegeKestrelmoor Way Career College4 tables · 6 views · 2 forms · 3 dimension sets · 1 portal · 1 digest · 1 stage rule set · 1 agentClient portals

Dance studioWillowmere Valley Dance4 tables · 6 views · 1 form · 2 dimension sets · 1 digest · 1 notification · 1 stage rule set · 1 agentLinked tables

Driving schoolFernhollow Springs Driving School4 tables · 6 views · 2 forms · 1 dimension set · 1 dashboard · 1 digest · 2 checklists · 1 stage rule set · 1 agentChecklists

Language schoolUpperbrook Way Languages4 tables · 6 views · 1 form · 1 booking page · 1 digest · 1 stage rule set · 1 agentCalendar

After-school programThornhollow Gate After School4 tables · 5 views · 1 form · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 agentLinked tables

After-school programBriarwick Corners After School4 tables · 8 views · 2 forms · 1 dimension set · 2 digests · 1 checklist · 1 notification · 1 stage rule set · 1 agentForms

EN-2401	Paid	—
EN-2402	Paid	—
EN-2403	Paid	—
EN-2404	Paid	—

REQ-26-101	Delphine Hollingsworth: private lesson	Private lesson
REQ-26-102	Renata Zabriskie: weekend workshop	Workshop
REQ-26-103	Cyrus Achterberg: small-group class	Small-group class
REQ-26-104	Daria Lamarque: recital rehearsal	Recital rehearsal

Yolanda — wheel lesson 1	FS-4101	Behind the wheel
Emmerich — wheel lesson 1	FS-4102	Behind the wheel
Tobias — parking lesson 1	FS-4103	Parking and maneuvers
Rosamund — test prep lesson 1	FS-4104	Road test prep

Portuguese intermediate — Cuthbert Nakamura-Rudd	UW-4100	Portuguese
Mandarin advanced — Tamsin Row Hotel	UW-4103	Mandarin
Spanish intermediate — Cordelia Petrovic-Adeyemi	UW-4106	Spanish
Japanese elementary — Brightwater Orthopedic Group	UW-4109	Japanese

Mairead Okonkwo-Reyes	(734) 555-0151	mairead.okonkworeyes@gatefamilymail.net
Gideon Halvorsen-Pike	(734) 555-0152	gideon.halvorsenpike@gatefamilymail.net
Philomena Aguirre-Strand	(734) 555-0153	philomena.aguirrestrand@gatefamilymail.net
Ansel Dragomir-Kaur	(734) 555-0154	ansel.dragomirkaur@gatefamilymail.net

Snack: apple slices and cheese sticks	Arrival and snack	Cafeteria
Reading hour: picture book swap	Homework help	Library
Watercolor on the patio	Enrichment club	Art room
Front-door pickup with the van riders	Pickup line	Playground

Order board

Tables

Cohort orders

Clients

Courses

Also included

Related templates