Managing Locations

Modified on Fri, 28 Aug at 4:12 PM

Locations define where your classes take place. Every class that has a physical or virtual meeting place must be linked to a Location record in CPR Enroll+. You can create as many locations as you need — training rooms, partner venues, and virtual meeting links. CPR Enroll+ also includes three special built-in default locations (Client Location, Student Location, and Mobile Location) designed for flexible and on-site training arrangements. See Your NEW Setup Guide: Understanding Client, Student, and Mobile Locations for details on those.

Before You Begin

Review the location types below to decide which ones your business needs:

Location TypeBest ForAddress Source
PhysicalFixed training venues with a set addressEntered at location creation
VirtualLive video classes (Zoom, Teams, etc.)Meeting URL entered at location creation
Client LocationOn-site training at a corporate client's facilityPre-saved in People > Clients profile
Student LocationInstructor travels to each student's addressCollected from student at registration
Mobile LocationFlexible — student chooses "we come to you" or picks from approved venuesCollected at registration or selected by student

Step-by-Step Instructions

Step 1: Create a Physical Location

  1. From the sidebar, go to Course Builder > Locations.
  2. Click + Create.
  3. Select Physical as the location type.
  4. Enter the Location Name (required).
  5. In the Address field, begin typing the address. Google Maps autocomplete will suggest matching addresses as you type — select one to auto-fill the full validated address with a green checkmark.
  6. If no match is found, toggle to manual entry and fill in Address, City, State (dropdown with all 50 states, DC, and territories), and Zip Code separately.
  7. Add Directions using the plain text field — driving directions, parking notes, or entry instructions for students.
  8. Set the Primary Timezone and optionally a Secondary Timezone (useful for locations near a timezone border).
  9. Upload a Location Image (322 × 220 px recommended) to display on your registration page.
  10. Click Save.

Step 2: Set Schedule Availability

Define when each location is available for scheduling to prevent accidentally booking classes when the venue is closed.

  1. Click Edit on a location.
  2. Click the Schedule Availability tab in the left sidebar of the edit view.
  3. Check the boxes for each available day of the week.
  4. Set the available time range for each day (default: 8:00 AM – 5:00 PM).
  5. Click + Add Time on any day to add multiple time blocks (e.g., a morning and an evening session).
  6. Click Save.

ℹ Archiving vs. deleting locations: Locations can only be archived, not permanently deleted. This preserves historical class and enrollment records linked to that location. To archive: click ⋮ > Archive on the location row. To see archived locations, change the view filter from Active to All.

ℹ Certificate field: The Create Location form also includes a Certificate dropdown for associating a certificate template with the location.

ℹ Allow for Group Training: Toggle this checkbox ON if you want this location to appear as an option in the Group Training inquiry form.

Best Practices

  • Add clear Directions to every physical location so students can find the venue without calling for help.
  • Set Schedule Availability for each location to prevent double-booking or scheduling classes when a venue is closed.
  • Archive locations you no longer use instead of trying to delete them, to preserve historical records.
  • Only activate the default locations (Client, Student, Mobile) that your business model actually uses, to avoid cluttering the Location dropdown.

Frequently Asked Questions

QuestionAnswer
Can I permanently delete a location?No. Locations can only be archived, which preserves historical class and enrollment records linked to that location.
How do I see archived locations?Change the view filter from Active to All in the Locations list.
What are Client Location, Student Location, and Mobile Location?Three special built-in default locations designed for flexible and on-site training arrangements. See Your NEW Setup Guide: Understanding Client, Student, and Mobile Locations for details.

✔ You're all set. Your location is created, its availability is configured, and it's ready to be assigned to classes.

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