LMS

How to create course on Softbook

To create a course on the Softbook platform, you need to have a registered account here. So, the process of creating a course consists of the following steps: In the following articles, we will take a closer look at each of them.

1. Setting up a course

1. Log into your account on the platform and find the “Education” section in the navigator on the left. In the list that opens, click on “Courses.” A workspace will open up for you. Find the “Create a course” button. Softbook platform space before the creation of the first course 2. Click on the “Create […]

2. Filling a lesson with content

In this article, we’ll look at how to create a lesson in a course and fill it with content. To do this, click on the “Open course” button in the “Courses” section. You will see the name and description of the course with two buttons – “Create lesson” and “Create module”. A module is a […]

3. Creating homework

Move on to the next stage of working on the course – creating homework. You will find it under the house icon. Make the “Enable hometask in this lesson” item active so that students can see this block. The “Enable auto-accept homework” item allows you to configure the course so that a student who has […]

4. Creating testing

Let’s move on to the next stage – testing. Like the others, this block has a main part for editing and key options for setting up: Tests can be created with one or more correct answers. Each question should be entered in the appropriate field, and answer choices should be added to the question and […]

5. Changing the order of blocks in the lesson

Next stage – changing the order of blocks in the lesson. The standard arrangement of blocks looks like this: “Content — Homework — Tests”. However, in some cases, it may be necessary to change this order. For example, you might want to offer students to take the test first to assess their initial knowledge, and […]

6. Creating a module

A module is a thematic block of a course that combines several lessons and other learning materials. This is useful if you have a large course with many topics. Go to your course, find the “Create” button, and click “Module”. After that, you can add lessons to the corresponding module. That’s it. Now you know […]

Adding students

Option 1: Adding students manually 1. Open the “Learning” section and go to the “Students” tab. 2. In the editor that opens, find and click on the “Add Student” button in the upper right corner. 3. In the opened form, enter the student’s name, surname, and email address. Select a course for the student to […]

Adding students using API

The third alternative method for adding students to the online school. If you prefer not to use the sales module provided by Softbook platform, you can set up your own website or server to add students to your online school after specific actions are completed. For this, you will require the services of a developer. […]

Student groups

If your online school has gathered a large number of students and new ones are regularly being added, you can organize them into groups. For this purpose, the Softbook platform provides a special feature called “Student Groups.” It facilitates work with students in two main ways: sorting and scheduling customization. So, if you need to […]

Homeworks

How to work with homework assignments submitted by students? Where to find them?If you want to know the answers to these questions – go to the “Education” section and find the “Homeworks” subsection. This subsection consists of five groups: Data in any group can be filtered and downloaded as a CSV file for further processing. […]

Certificates

A certificate is documentary proof that its holder has attended a certain course and has mastered knowledge and skills at a sufficient level. A certain category of people like to take courses just for the sake of another certificate with their name on it. The rest use them as a quick confirmation of their skills. […]

Plans

If you want to sell courses in your school at different pricing plans to attract more students but don’t want to spend a lot of time developing them, you will need the “Plans” subsection. Before creating Plans, make sure your school has a course fully loaded with content. Then proceed to develop the Plans: 1. […]

Announcements

If you need to communicate something to the students in your school, make use of the “Announcements” feature on the Softbook platform! With just a few clicks, all the necessary information will appear in the students’ dashboard. No more chaotic group chats or mass email distributions. Here’s how to do it: 1. Log in to […]

Schedules

The class schedule is a tool for organizing the course progression in a specific order tied to dates. If you want to set up time constraints for student learning on your courses, learn how to do it correctly from the following instructions: 1. Log in to your Softbook account and open your online school. Go […]

Video protection

If you have already created your online course on the Softbook platform, sooner or later you will start thinking about tools to protect your intellectual property. We do everything possible and within our control to address this concern. First and foremost, it is important to remember three key points: How does the video protection system […]

Content protection

On the Softbook platform, there is a content protection feature available to all online school owners. To enable it, you need to have courses hosted on your platform. Follow these simple instructions to protect your content from copying: 1. Log in to your Softbook account and navigate to the relevant online school. Open the “Courses” […]

Comment manage

Your online school has a separate section called “Comments”. Here, all the comments from students who have written them for the lessons of your courses are gathered. It is convenient to have them in one place as it helps quickly process important information and respond accordingly to everything else. So, this section includes the following […]

Overview and Settings

In your online school, like in any LMS system on Softbook, there is a built-in section called “CRM System”. It consists of the following subsections: The “Contacts” subsection contains a database of contact information for your contacts. Here you can find information such as name, phone number, date of addition, and actions taken with them. […]

Contacts

The CRM system of your online school on Softbook consists of several sections, and the first one is “Contacts”. This section contains information about people with whom you communicate prior to the moment of purchasing your products. Contacts can be created in two ways: With the appropriate settings, all contacts that appear in the “Sales” […]

Deals

The CRM system of your online school on Softbook consists of several subsections, and one of them is “Deals”. Deals are cards that contain information about completed and planned transactions at any stage of working with clients. The “Deals” subsection is designed as a ready-to-use kanban board with customizable stages that can be edited and […]

Funnels

Your online school’s CRM system on Softbook consists of several subsections, and one of them is “Funnels”. Funnels represent the stages that make up the process of converting your leads into students, selling courses, or other educational products available in your online school. In the “Funnels” subsection, you will see a list of all your […]

Overview

In your online school, there is a section called “Sales”. Thanks to this section, you can configure the process of selling your courses, trainings, or any other educational materials within your school. It consists of the following subsections: The main advantage of this section is the quick enrollment of students. When a customer purchases your […]

Products

In the “Sales” section of your online school, there is a subsection called “Products.” This is where you can assemble your courses and configure them for sale to clients using special links and landing pages. A product can include one or multiple courses or any other type of materials on the platform or beyond. To […]

Orders

In your online school, under “Sales” there is a subsection called “Orders”. You need it to keep track of status information for all product and course orders. This section contains the following information: Information in the “Orders” subsection is entered in two ways: Orders that the client has left but not paid for are indicated […]

Discounts

If you plan to attract students with promotional discounts on your courses and products, LMS Softbook has a tool for this very purpose. In the “Sales” section, there is a subsection called “Discounts”, which will be a real boon for you and your school team. To start using it, follow a few steps: – discount […]

Promocodes

The second of the two useful tools found in the “Sales” section are promo codes. To create them at your school and give them out to existing and prospective students, go to the “Discounts” subsection. Click on the “Add discount” button. In the form that opens, type in the name of the promo code and […]

Sales settings

In the “Sales” section, there is a sub-section called “Sales settings”. Here, you can add the necessary details to the product order pages of your online school. This section consists of the following blocks: In the “Order Page Settings” block, there are 2 options to activate and a list of all payment systems available on […]

Overview and use

The “Pro” and “Max” plans on our platform include the “Student Support” feature. This feature can be found in the “Tickets” section of the main menu in your online school. Its purpose is to provide support to students, allowing them to submit proposals or questions directly to the online school owner, administrator, or instructor from […]

General settings

The first section of your school that you should visit after registering on the Sofbook platform and filling out your profile is the “General Settings” section. In this section, you can set the basic parameters for the school’s operation. The section consists of four blocks: General LMS settings This block contains the basic settings of […]

Domain Settings

Custom domains are available to users of the Pro and Max plans. This means that instead of the default address of your school, which was automatically created upon registration on the platform, you can use your own website address or a subdomain of your main website. To do this, follow these steps: 1. Go to […]

Email Settings

The email address from which your school sends service messages can only be changed to a corporate one. To do this, click the “Change” button next to the “Sender” item. A settings page will open. Enter the new address of your corporate email in the field and click the “Continue” button. The system will provide […]

Webhooks

In the “Settings” section of your online school, there is a subsection called “Webhooks”. According to Wikipedia, webhooks in web development are a method of enhancing or extending the functionality of a web page or web application through custom callbacks. These callbacks can be served or managed by users or web developers who are not […]

Custom fields

If your school needs more data about students, deals, or products, use additional fields. This is a way to expand your school’s capabilities with just a few clicks. To create additional fields, go to the “Settings” section and open the “Custom fields” subsection. You will see a field with four tabs: This is the navigator […]

API

API is a section of settings created for developers. While webhooks are used to send information about events that occurred in the school to other websites and services, the API allows sending any external data to the Softbook. Detailed information on working with the API is available on the developer portal: https://developers.softbook.app/api_keys

Branding

In the “Settings” section, there is a subsection called “Branding” where you can replace the default Softbook logo with the logo of your online school, customize its display and upload a school icon. Also in this section you can change the default platform colors to your own. Logo and icon The logo can be made […]

Notifications

In the “Settings” section, there is a subsection called “Notifications”. Here you can configure the events for which you will receive notifications either via Telegram or through the LMS notification bell. You can set up the notification bell right away. There are three sections available where you can activate notifications: Select and activate the desired […]

Overview

If you are using the “Pro” or “Max” plan, you have access to the “My Team” section for your online school. As the owner of the online school, it is likely that you won’t be able to handle all aspects and maintain its functioning at a high level simultaneously. Therefore, this section allows you to […]

Adding an administrator

To add an administrator to your team, click the “Add” button in the top right corner of the screen. Select the “Administrator” option and fill in the employee’s name, surname, and email address in the form that appears. Click “Add Employee.” Now, this employee will appear in the general list of the “My Team” section.  […]

Adding a teacher

To add a teacher to your team, click on the “Add” button in the top right corner of the screen. Select the “Teacher” option and fill out the form with the required information, just like you did for the administrator. Additionally, choose the course to which this employee will be assigned. Important: Assigning a teacher […]

Overview

How well your school is doing can best be explained by the “Analytics” section. There are 3 types of analytics available on the platform: General analytics is located in your school in the “Analytics” section. It consists of four subsections: We will briefly describe the features and data you can get from each.

Education

This subsection shows data about the school’s course content and student activity: the number of courses and students, the number of completed courses and certificates obtained. Here you can also see your students’ progress in the form of charts with the following data:

CRM

In this subsection, you can find data on the effectiveness of funnels and information about deals. The necessary funnel can be selected using the filter button. Information on the effectiveness of the funnel is displayed as a funnel divided into stages. Each stage  is labeled and shows the number of deals made in it. Information […]

Sales

This subsection contains the most interesting data. It has 3 fields with the following information: When you sell your product and insert a UTM tag into the link, all data about its orders will be displayed in the “UTM Analytics” field. There are fields for filtering tags: value, tag type, and product. Below is a […]

Team Actions

This subsection is available to school owners. It helps to see the activity of all team members while working in the school. It looks like a list of all team members and consists of the following points:

Course Analytics

To see analytics for a specific course, go to the “Courses” section. A page with course cards will open. Select the desired course and click on the gear icon in the upper right corner of its card. A list of available functions will open. Find the “Course Statistics” item among them. The course statistics will […]

Lesson Analytics

To see analytics for a specific lesson, go to the “Courses” section, open the desired course, select the lesson from the list, and click on the three dots next to its name. In the dropdown list that appears, select and click on the “Lesson Statistics” item. The lesson statistics will open with a list of […]

Assigning students and groups

If you use the “Pro” or “Max” plan, the “My Team” section is available for your online school. This section allows you to add team members to your school – administrators and teachers. An administrator is an online school employee who performs organizational tasks. They have full access to work (except for tariff payment, which […]

Overview

In the list of sections available in your online school, there is Softbook Store. It contains various third-party integrations, including: All of them are organized into their respective categories. Integrations that do not fit into any of the main categories are placed under the “Others” category. Services and integrations that are already connected to your […]

Zoom integration

To integrate Zoom into your school, you need to install the Zoom app through the Softbook Store. Click on the “Connect” button to integrate your Zoom account with your platform. If the system requires you to log in to Zoom, do so. Then check the box “Allow this app to use my shared access permissions” […]

MailChimp integration

If you have decided to integrate the Mailchimp email service, go to the Softbook Store, find the Mailchimp card, and click the “More info” button on it. You will see a card with a description and instructions on how to connect: Copy this list for further work and click on the “Install” and “Yes, install” […]

GetResponse integration

To integrate GetResponse email service, go to Softbook Store and open the corresponding section. To do this, click on the “More information” button on the card with the service name.  A card with a description and instructions on how to connect to the service will open. Copy this list to yourself for further work and […]

SendPulse integration

So, you have decided to integrate SendPulse email service. To do this, click on the “More information” button on the card with the name of the service.  This will open a card with a description and instructions on how to connect. Copy this list to yourself for further work and click on “Install” and “Yes, […]

Monobank Integration

To sell your courses to students directly within the online school, as well as your school’s products anywhere, you will need to connect and configure a payment system. If you have chosen Monobank for this, you will need to follow a few standard steps: 1. Log into your school and go to Softbook Store, open […]

LiqPay integration

If you use LiqPay payment system and want to integrate it into your online school on Softbook LMS, you need to follow a few simple steps. Go to “Payment systems” on Softbook Store.  Select the LiqPay payment system card, click “More Info” and then “Install” button. A settings page will open in front of you, […]

WayForPay integration

To sell your courses and other online school products, you will need payment systems. You should create an account with them in advance so that it will be easier to integrate them into your school.  Log in to your Wayforpay account or register and create a new one. Registration is done using your phone number. […]

Stripe integration

If you use the Stripe payment system and want to integrate it into your online school on the Softbook LMS, you need to follow a few simple steps. Go to the Payment Systems section of the Softbook Store.  Choose a Stripe payment system card, click the “More Info” button, and then the “Install” button. You […]

PayPal integration

If you use the PayPal payment system and want to integrate it into your online school on the Softbook LMS, you need to do a few simple things. Go to the “Payment Systems” section of the Softbook Store.  Choose a PayPal card, click the “More information” button, and then the “Install” button. You will be […]

Telegram integration

To connect Telegram notifications to your online school, click on the “Notifications” section. It will open the Softbook Store page with the “Telegram Bot” card. Click on the “More info” button on this card. You will find the instructions for connecting the bot: 1. Create a Telegram bot for your school through @BotFather. Each school […]

Przelewy24 integration

If you want to use the Przelewy24 payment system to accept payments in your online school on the Softbook LMS, you need to do a few things. Register and set up your account with Przelewy24. See the instructions from Przelewy24:  https://developers.przelewy24.pl/index.php?en#tag/Set-up-and-test-your-accounts/Create-your-account Go to the Payment gateways section of the Softbook Store. Select the card of […]