How to sell courses

02:57 mins
P

Pratt

Updated on Oct 30, 2025

How to Sell Courses Using Kenko CRM

Customers can purchase courses directly from your website or app. However, you can also sell them courses directly from the Kenko CRM. Follow the steps below to complete a sale through the CRM.

Step-by-Step Guide

1. Access the POS System

  • Navigate to the POS (Point of Sale) system.

  • Click on the Courses tab.

2. Select the Customer and Course

  • Choose the customer you want to sell the course to.

  • Select the course you'd like to offer.

3. Choose a Payment Method

Based on the course settings and payment options you've enabled, you'll see the available methods:

  • One-time Payment: The customer will be charged the full course amount, e.g., $500, during the initial purchase.

  • Payment Plan: The customer will be charged an initial payment at checkout, with the remaining amount billed according to the installment schedule.

Example: One-time Payment

  • Select One-time Payment and add the course to the cart.

  • Review the course start date (e.g., November 1st) and the total amount ($500).

  • Apply a discount if needed:

    • Choose from pre-created discount codes or apply a custom percentage or flat discount amount.

    • For example, apply a $50 custom discount by typing in the value and clicking apply.

  • Once satisfied with the cart, click Charge.

  • If the customer has a saved card, it will appear here. Otherwise, charge via cash, gift card, or any custom payment method set up under general settings.

  • Select the payment method and click Complete Payment.

Example: Payment Plan

  • Click on the course and select Use a Payment Plan.

  • Save your changes.

  • The initial payment (e.g., $100) will be charged now, with the remaining amount billed according to the plan schedule (e.g., $100 per week for four weeks).

  • Click Charge.

  • For payment plans, it's best to use a saved card so the remaining installments are charged automatically.

  • Select your preferred date and time, and payment method.

  • Finally, click Complete Payment.

And that's it! You've successfully sold a course using Kenko CRM.