Creating programs

Programs are the core unit of inventory on Edvisor — the courses, degrees, and classes you add to proposals, sell, and book. This consolidated article covers the general creation flow, the agency paths (creating a program for a connected school and creating a private program), and the type-specific fields that appear for Higher Education, K-12, and Pathway programs.

A program is the core unit of inventory on Edvisor. Whether you're an agency placing students or a school recruiting them, you create programs the same way: from Inventory → Programs, by clicking New Program in the top right. This article covers the general flow, the agency paths (creating a program for a connected school and creating a private program), and the extra fields that appear for certain program Types.

Creating a program

Whether you're an agency placing students or a school recruiting them, you create programs the same way: from Inventory → Programs, by clicking New Program in the top right.

Pick the path that matches your situation

• You're an agency. Programs you create are private to your team. You can create them linked to a school's campus you're connected to on Edvisor, or without linking any school.

• You're a school. Programs you create at a campus you own become available to every connected agency once you publish.

Whichever path you take, the program details form looks the same. After saving, you configure pricing, fees, eligibility, availability, and visibility in the program editor.

Creating a program for a connected school

As an agency, you create programs in two situations:

• Linked to a school's campus you're connected to on Edvisor. Useful when the school's catalog doesn't include the program you need to add to a proposal, or when you want a custom version (different price, different details) for your own use. The program is scoped to that school's campus.

• Without linking any school. Useful for standalone programs you offer directly, or for programs at schools not on Edvisor. You enter a provider name yourself.

Either way, programs you create as an agency are private to your team. The school cannot see them. Other agencies cannot see them.

How to start

1. Go to Inventory → Programs.

2. Click New Program in the top right. The Create New Program modal opens.

3. Pick the path:

• Linked to a connected school: in the Provider field, type at least 3 characters of the school's campus name and select it.

• Without linking a school: click Create without linking provider below the Provider field.

1. Click Create. The new program form opens.

Fill in the program details

Creating a private program (agency)

This section shows agencies how to create a private program for their own team. You can link it to a connected campus, or set it up for a school that is not on Edvisor (self-managed inventory). Private programs are only visible to your team and appear in your own search, proposals, and sales.

What it is

As an agency, you can create your own programs when the one you need is not already on Edvisor, or when you want a custom version to add to a proposal. These programs are private to your team.

There are two situations:

• Linked to a connected campus — the program belongs to a school already on Edvisor.

• Not linked (self-managed inventory) — the program is for a school that is not on Edvisor. You enter the provider name yourself.

Why it matters

• You can add any program to a proposal, even one that is not published on Edvisor.

• The program appears in your search, proposals, and sales just like any other.

• Only your team sees it.

Step by step

1. At the top left, switch to Inventory.

2. In the left menu, click Programs, then click New Program.

3. In the Create New Program window, choose the path:

• Pick a connected campus as the provider, or

• Choose to create without linking a provider for a school not on Edvisor, and enter the provider name.

1. Click Create.

2. Fill in the program details:

• Program Name

• Type (some types — higher education, K-12, pathway — add extra fields)

• Description and other basic settings

1. Save.

2. After saving, set up pricing, start dates, and eligibility from the program's tabs.

Tips and common issues

• When you add a fee to a custom (unlinked) program, make sure it is assigned to the right custom school so it applies correctly.

• A self-managed program appears in your search and proposals under the provider name you entered.

• If the school is on Edvisor but not connected, send a connection request first — you may not need a private program at all.

Type-specific fields

When you create a program, the Type you choose can add extra fields to the form. This section lists the extra fields for Higher Education, K-12, and Pathway programs. Most other types add nothing extra.

What it is

The Type field tells Edvisor what kind of program this is. For most types the standard fields are enough. Three types add extra fields so agents and students get the right information.

Why it matters

• The right type shows the right details (entry requirements, grade levels, pathway links).

• Agents can filter and build proposals more accurately.

Higher Education

Extra fields include:

• GPA requirement

• English test scores (IELTS, TOEFL) and other tests (GMAT) where relevant

• Application requirements as yes/no options: references, personal statement, admissions test, CV

• Additional requirements — free text for anything else

• Eligible for Work Permit — yes/no

K-12

Extra fields include:

• Grade levels offered (K through 12 checkboxes)

• Private or Public

• Day or Boarding

• IB (International Baccalaureate) — yes/no

• Exchange — cultural or other

• Activities offered

Pathway

Extra fields let you link the pathway to where it leads:

• Destination campuses and programs — link to the campuses and programs a student can progress to. You can link to any campus on Edvisor.

Tips and common issues

• If you do not see extra fields, the type you chose does not need them — that is normal.

• Fill in test scores and requirements carefully, since agents rely on them to check if a student qualifies.