> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parsalink.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Education Module

> Run courses, enroll customers, and track progress — all inside ParsaLink, with student records linked back to their CRM contact.

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    EDUCATION
  </div>

  <p style={{ margin: 0, fontSize: "16px", lineHeight: "1.9", maxWidth: "760px", color: "#FFFFFF" }}>
    Spin up courses, enroll your customers, and use ParsaLink's existing contact and tagging system to keep learning data alongside your sales data.
  </p>
</div>

## When the Education Module Makes Sense

The Education module is built into ParsaLink for teams that sell or run training as part of their business:

* **B2B trainers / consultants** running structured onboarding programs for their customers
* **Agencies** delivering a course as part of an engagement (with the customer as a contact and the course as the deliverable)
* **Service businesses** with certification or compliance training tied to specific accounts

If you're running a standalone LMS for a general consumer audience, a dedicated LMS is probably a better fit. The strength of the Education module here is **the link back to the CRM** — every student is a Contact, every enrollment is on the timeline, and your sales motion knows who's in what course.

***

## What's in the Module

### Courses

A Course has a name, description, instructor (a team member), and a set of Course Documents (PDFs, slides, videos, anything you upload). Each course is its own entity at `/api/education/courses/`.

### Enrollments

Enroll any Contact in any Course. Enrollments carry start date, progress, completion date, and a free-text status field for your own conventions ("in progress" / "completed" / "dropped"). One row per (contact, course).

### Course Instructors

Team members who own a course. Useful for filtering ("show me everyone Jane is teaching this quarter") and for the enrollment confirmation emails — the instructor's name + signature lands automatically.

### Course Documents

Files attached to a course. Uploaded files are served from ParsaLink's storage; students access them through the portal page or via signed URLs.

***

## Enrolling Someone

<Steps>
  <Step title="Open the contact">
    From CRM → Contacts, open the person you want to enroll.
  </Step>

  <Step title="Enroll in a course">
    Click **Actions → Enroll in Course** and pick from your course list.
  </Step>

  <Step title="Confirm welcome email">
    Toggle whether ParsaLink should send the enrollment welcome email (using the course instructor's signature) immediately or hold it for you to send manually.
  </Step>

  <Step title="Done">
    The enrollment shows up on the contact's timeline. Updates flow back to the contact too — when they complete the course, a Completed entry lands on their record.
  </Step>
</Steps>

***

## Pairing with Automations

Common patterns:

* **`tag_added` → enroll** — when a contact is tagged `new-customer`, automatically enroll them in your onboarding course.
* **Enrollment complete → opportunity** — when a contact finishes a free intro course, create an opportunity to upsell to the paid course.
* **Scheduled → reminder email** — daily cron that finds enrollments with no progress in 7 days and emails the student a nudge.

These are wired via the standard [Automations](/automations/overview) system — Education emits the same kind of events the CRM does.