How to preview your course & create your user login

When you've put in the effort to create an online course on PatientBase, the next critical step is to ensure everything operates smoothly before it goes live. This guide is designed to help you navigate through previewing your course, specifically addressing the common hurdle of encountering a login prompt during the preview process. We'll cover straightforward solutions to access your course for testing, ensuring you can review every aspect without any hitches.

Understanding the Preview Challenge

Initially, when you attempt to preview your course, you might be stopped by a login prompt, despite trying your PatientBase login details or the forget password option. This situation indicates the need for a different approach to gain access.

Setting Up Access for Course Preview

To effectively preview your course, setting up a test user account for that specific course is essential. This enables you to log in and navigate the course as a student would. Here’s how you can do it:

Method 1: Applying a 100% Discount Coupon

If your course includes a checkout feature, you can bypass the login issue by creating a 100% discount coupon. Apply this coupon during checkout, which will automatically register you for the course, allowing you to preview it as a user.

Method 2: Enabling Free Access via a Member Registration Form

Another solution is to facilitate free access through a member registration form:

1. Create a dedicated page on your course platform.
2. Embed a member registration form on this page.
3. Configure the form to register users specifically for your course, granting them free access.
4. You can then use this form yourself or share it with others who need access to the course for testing purposes.

Method 3: Adding Yourself as a Contact for Testing

For a more direct approach, consider adding yourself as a contact within PatientBase if you haven’t already:

1. In the contacts section, add your details as a new contact.
2. Use a simple email trick for testing purposes: append a plus sign (+) followed by any descriptor to your email address. This method works well for Gmail or Google Workspace users, allowing emails to be sent to your main inbox without needing additional email accounts.
3. After adding yourself as a contact, assign the contact as a website member for the course and reset the password if necessary.

Conclusion

Previewing your course is an indispensable step in the content creation process, ensuring that your course is ready for your audience. By employing one of the methods above to circumvent the login screen—whether it’s through a discount code, a member registration form, or by adding yourself as a contact—you can thoroughly test and fine-tune your course. This proactive approach guarantees that your course will deliver a seamless and engaging learning experience for all students.