If you teach customers, train staff, or run workshops as part of your business, live course sessions can help you deliver a better experience without juggling multiple tools. You can schedule sessions, manage updates, notify attendees, and reuse recordings later—all from inside your CRM.

📌 Why This Matters

Live training and teaching can take a lot of time when scheduling, reminders, hosting, and follow-up are handled in different places. With live sessions built into your course area, everything stays organized in one workflow. That means fewer missed sessions, less admin work, and an easier experience for the people learning from you.

✨ What’s New

• Flexible scheduling: Set up one-time sessions or recurring classes with daily, weekly, or custom timing, including timezone-aware scheduling.
• Built into your course: Live sessions appear right inside the course outline so attendees can quickly find what’s coming up.
• Easy session control: Edit or cancel sessions when plans change, and choose whether updates apply to one session or future recurring sessions.
• Helpful reminders: Get notified before it’s time to go live, and manage alerts for attendees so they stay informed about reminders and schedule changes.
• Recordings you can reuse: After a session ends, access the recording, download it, or add it back into the course for people to watch later.

🛠️ How to Use It

1. Step 1: Open your course inside the CRM and create a live session in the course outline.
2. Step 2: Choose whether the session will happen once or repeat on a schedule that fits your business.
3. Step 3: Review the timezone settings and session details so attendees see the correct time.
4. Step 4: Turn on the reminders you want attendees to receive before the session begins.
5. Step 5: Go live when the session window opens, then review the recording afterward and add it to the course if you want on-demand access.

💡 Pro Tip

If you regularly answer the same customer questions or teach the same process, turn your live session recordings into course lessons so one event can keep helping customers—and generating sales—long after it ends.