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As an instructor, you are able to sell your courses and specify the fees for users to self-enroll. You can also be selective about who has free access to the course, who must pay for it, and how much each user should be (based on their cohort)(a) an individual users or (b) an entire site.

Step-by-step Guide

Selling Asynchronous Courses

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To sell asynchronous courses:

1. Go to the course in question
2. Go to Course Administration > Users > Enrollment Methods
3. Select the "E-Commerce CourseSelf enrolment (Advanced)" method from the "Add method" pulldown menu
4. Fill out the first two sections of the web form .
   1. The "Cost" is mandatory and is expressed as dollars and cents (e.g. 99.90). Do not put a dollar sign in the field nor a comma.
   2. The other fields are optional and for the most part, can be left as per the defaults.
5. Click on the "Add method" button at the bottom of the page

Selling Synchronous (or Blended) Courses

A synchronous course is a course that contains at least one classroom or webinar activity. It may also contain asynchronous activities such as reading material and videos, but it has at least one component where learners must show up at a specific date and time.

To sell synchronous or blended courses:

1. Go to the course in question
2. Go to Course Administration > Users > Enrollment Methods
3. Select the "Face-to-face session enrolments" method from the "Add method" pulldown menu
4. Fill out the form.
   1. The "Cost" is mandatory and is expressed as dollars and cents (e.g. 99.90). Do not put a dollar sign in the field nor a comma.
   2. The other fields are optional and for the most part, can be left as per the defaults.
5. Click on the "Add method" button at the bottom of the page

Selling Courses via the OCI Marketplace

The OCI Marketplace was designed to promote collaboration across the healthcare sector. It is accessed by more than 750,000 Canadian healthcare professionals, including physicians, nurses, medical students and staff who use it to find reliable training resources in healthcare. By selling your courses via the OCI Marketplace, you are targeting one of Canada's largest network of healthcare professionals.

Given that the OCI Marketplace is meant to sell courses to healthcare professionals outside of your own organization, it's common that a representative from an organization (e.g. an HR Manager or Supervisor in a Hospital) purchases multiple course licenses on behalf of their staff (rather than asking every single employee to pay for the course using their personal credit card). As such, it's possible when selling courses via the OCI Marketplace to enable volume purchases and purchases on behalf of other users.

1. Go to the course in question
2. Go to Course Administration > Users > Enrollment Methods
3. Select the "Self-enrollment (OCI)" method from the "Add method" pulldown menu
   1. Note that this method is not enabled on all systems. If you want to sell courses via the OCI Marketplace and do not see this method, please contact Dual Code via our Help Desk.
4. Fill out the form.The "Payment Settings" section is where the cost is determinedas usual.
5. In the "Payment settings" section, enable "Collect payment"
   1. If you do not see the ability to enable "Collect payment", it's because ecommerce is not enabled on your system. Please contact your administrator.
6. Specify the various fees
   1. The box next to the "Individual license" is meant to collect the fee for one (1) user license. In other words, if you enter "$10.00" and a user buys 3 licenses, they would be charged $30.00 total (plus applicable taxes.)
   2. The box next to the "Site license" fields is meant to collect the total fee for all users in a given site. In other words, if you enter "$1000.00" and a site has 500 users, they would be charged $1,000.00 (plus applicable taxes) total, and all 500 users could enrol in the course without paying extra.
7. Specify the currency
8. Specify the sales tax
   1. Please consult with your finance department regarding which sales tax you should be collecting.
9. Select one or more payment processor to specify the method of collecting payment
   1. Starting in version 4.1, the learning environment supports payment by credit card as well as payment by cheque or EFT (electronic funds transfer)
10. Specify how long the purchase is valid for.
    1. Please note that this value is different than the "Enrolment duration" set in the same page. The "License expires after" specifies how long users have to enrol in the course after a purchase is made using the license key that the purchase will auto-generate. The "Enrolment duration" specifies how long a user will be granted access to the course after they enrol themselves in the course. 
    2. As a general rule, we recommend setting the "Enrolment duration" to 30-90 days, and the "License expires after" to 365 (or less). If you set both values to 365 days, it means that if a purchase was made on January 1, 2023, a user would have up until December 31 2023 to enrol themselves in the course. Once enrolled, the user would have access to the course until December 30, 2024.
11. Click on the "Add method" button at the bottom of the page

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• You can add multiple enrollment methods of the same type. By setting a value for "Only cohort members" in any method, you can therefore set different prices for different cohorts. For example, you can add a "PayPal Pro" enrollment method where set "Only cohort members" is set to "Preferred Partners" (assuming you have a cohort called preferred partnersPreferred Partners) and set the cost to be $100, and then add a second "PayPal Pro" enrollment method where "Only cohort members" is set to "Other Partners" enrollment method without any restrictions and set the cost to $200. By doing so, the preferred partners would be $100 and everyone else would pay $200 to self-enroll in your course. In order for this to work properly, the "Preferred partners" enrollment method but at the top of the page (e.g. above the non-restricted enrolment method). 
• Using the same strategy as explained above, you can add a third / free enrollment method for your staff to self-enroll at no cost. If doing so, please make sure that you set "Only cohort members" to a cohort that represents your staff.
• Given the complexity of refunds (who gets refunded, how much is refunded, how long do they have to get a refund, etc.), refunds must be are handled manually. If someone requests a refund, you can unenroll them manually and then go to the payment gateway and issue a refund in the amount of your choice. 

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