| Overview and editing | Cohort list, opening a cohort, the Overview tab (metrics, cohort details, lifecycle), and editing name, dates, capacity, and schedule. |
| Creating a cohort | Step-by-step: name, program offering, dates, capacity, recurring patterns, and instructors. |
| Enrollment deadlines | Optional last day to enroll: timezone behavior, what gets gated after it passes, and how to set or change it. |
| Recurring patterns | What patterns are (e.g. “Every Monday 9–5 at Main Campus – Lecture”) and where to add or edit them. |
| Schedule and sessions | The Schedule tab, generating sessions from patterns, and opening Manage Session or Take attendance. |
| Editing and cancelling sessions | Changing session details (date, time, location, type) and marking a session as cancelled. |
| Session topics and segments | Recording what was taught in each session (topics, duration, instructors) via the Teaching tab. |
| Attendance | Taking attendance for a session: Present, Late, Absent, Excused. |
| Waitlists | The cohort Waitlist tab: adding contacts, viewing the list, downloading CSV, and emailing the waitlist. |
| Students and invites | Enrolled students, inviting students (including bulk invite), and transferring to another cohort. |
| Outcomes | Recording and viewing outcomes (e.g. exam results, certifications)—from the cohort Outcomes tab or the main Results & Certifications page; includes outcome types and bulk recording. |
| Feedback | NPS, session surveys, category ratings, student reviews, and session survey history. |
| Deleting a cohort | When you can delete a cohort, where to find the Danger Zone, and what to do if delete is not available (e.g. transfer students first). |
