Portfolio, Software and product training

Software training: getting started with a booking system

Product training for the customers of a software company, as a hands-on simulation of the system. The tasks needed in week one, with no risk to live data.

Software simulationFlip cardsProgress checklist
Screen from the Software training: getting started with a booking system showcase course, showing the Book your first client activity

Live demoEvery activity on this page works. Try it below.

Showcase

This is a showcase course we built to show how we work for this sector. The people, organisations and figures in it are invented, and it is not a client project. Your course is built from your content, your policies and your examples.

The brief

What is this course, and who is it for?

This is a showcase course by Apollo Accreditation, the UK and EU course development and accreditation consultancy, built for new customer users, and the company's own support staff. It shows how we design for software and product training, and every activity below works in your browser.

Who it is forNew customer users, and the company's own support staff
FormatSelf-paced simulation, inside the product's help centre
Length6 tasks, about 25 minutes
Interaction levelLevel 2, Standard

The problem it solves

Customers who can't work out a new system open support tickets or stop using it. Videos help a little. Clicking through the real steps helps more.

Hints on wrong clicks, and quicker to update than a video when a screen changes.

What learners can do afterwards

  • Create a new client record
  • Book an appointment in a free slot
  • Send an automatic reminder
  • Set up the account in the first week
Four colleagues reviewing printed reports together at a table

The learners

Who takes it, and why do they finish?

Who takes it
New customer users, and the company's own support staff
Who usually buys it
Head of customer success, product manager or support lead
Where they take it
Inside the product's help centre, in the first week after sign-up
Why they finish it
It is the fastest way to get the first booking done.

Try it

What does the engagement look like?

These are working copies of activities from the course. Nothing you enter leaves your browser.

Activities tried: 0 of 30 XP

Book your first clientSoftware simulation
Software simulation. Six steps in the product, from new client to confirmed booking. Hints on wrong clicks, Show me for the right one.
Good to knowFlip cards
Flip cards. The questions support hears most in week one, answered on cards.
Your first weekProgress checklist
Progress checklist. A first-week set-up list. Customer success sees who has stalled.

Inside the course

What do learners see on screen?

Each activity part way through, as a learner sees it after the first choice.

Course map

How is the course structured?

Module by module, with the type of engagement in each and the time it takes.

ModuleWhat learners doEngagementMinutes
Your accountOpening hours, staff and permissionsSimulation, Level 25
ClientsAdd, import and find clientsSimulation, Level 25
BookingsBook, move and cancel appointmentsSimulation, Level 26
RemindersSet up texts and emailsSimulation, Level 24
ReportsDaily summary and monthly totalsSimulation and flip cards, Level 25

About 25 minutes in total. Levels 1 to 4 are our four eLearning interaction levels. To see which level fits your own module, use the eLearning level finder.

Specification

What is in the specification?

Who takes itNew customer users, and the company's own support staff
Who usually buys itHead of customer success, product manager or support lead
FormatSelf-paced simulation, inside the product's help centre
Length6 tasks, about 25 minutes
Interaction levelLevel 2, Standard
EngagementSoftware simulation, Flip cards, Progress checklist
AssessmentTasks completed and wrong clicks by step
CertificateBranded completion certificate when the course runs on our platform, or your platform's own
TrackingSCORM or xAPI package, with completion and scores in your learning platform
AccessibilityCaptions, keyboard navigation and screen reader support built in
LanguagesEnglish in this showcase. Other languages translated and checked by a native speaker
UpdatesWhenever a screen changes in the product

How we would build it

How would you get a course like this?

The same five steps for every course, with one named person running your project.

  1. Free course diagnosticSend us the material you have. After a short call we send a written note on what it needs, within a few working days.
  2. Scope and scriptWe pair our learning designers with someone who has worked in your sector. You review and approve the script before anything is built.
  3. BuildBuilt in our own authoring tool, with captions and keyboard navigation included. As a guide, four to six weeks per interactive module.
  4. Test and changeWe test the package on your platform before you sign off. Two rounds of changes are included.
  5. Launch and trackCompletion and scores in your platform, or ours. Want CPD Certification later? It is already built to that standard.

Book a 30 minute scoping call

Evidence

What can you track?

  • Tasks completed and wrong clicks, by step
  • Customers who haven't finished set-up, for follow-up
  • Support tickets before and after launch
  • Which steps need a clearer screen in the product itself

Your version

Can you build this with our content?

  • Your branding, your policies and examples from your own workplace
  • SCORM or xAPI for your learning platform, or hosted on ours
  • Captions, keyboard navigation and screen reader support as standard
  • Translated versions for staff or students who work in other languages
  • Built to CPD standard, so it can go forward for CPD Certification when you're ready

See eLearning development and prices

Adapt it

Where else does this course work?

The same design, rewritten for the people and risks of another setting:

  • Internal software rollouts
  • CRM and ERP training
  • Point-of-sale systems
  • Patient and booking systems

Questions

Common questions about this course

What happens when our screens change?

Only the affected step is rebuilt, which is quicker and cheaper than re-recording a video.

How long would it take to build a course like this?

As a guide, an interactive module takes four to six weeks from when we receive your material, and a straight conversion two to three. This course has 5 modules, so we plan it in stages, and you review each script before we build it.

Will it work on our learning platform?

Yes, in most cases. We hand courses over as SCORM or xAPI packages, which nearly every learning platform accepts, and we test the finished package on your platform before you sign off. If you don't have a platform, it can run on ours.

FreeCourse diagnostic

Send us one course. We'll tell you what it needs, free.

Share one course or programme you already run, or the slides and notes behind it. After a short first call, we review it at no charge and send you a written note on what it needs and which package fits, within a few working days.

  • One course or programme, reviewed by a named person
  • A written note on what it needs
  • The package that fits, so you know where to start
  • No charge and no obligation

Get in touch

Tell us what you want to put online.

Send a short note on the course, who it is for and which platform you use. We will come back with the right option and a fixed price.

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