Your Freestone™

Freestone™ Administration is your tool to manage your organization’s online learning. Your learning management team will be able to upload and share content, sell products, manage members, and more.

This site provides specific instructions for using the various pieces of your Freestone™ Administration, but check out our list of features available for your portal.

Comprehensive Portal Offerings

Feature

Function

Visual

Assume User Your customers may call your learning management team asking for a little help. You can access their account to see exactly what they’re seeing by using the Assume User feature. You’ll just open their account from the Customer Search tool (see the Customers tab in Freestone™), and then click the Assume User link.  *
Channels Sort your seminars by using the Channels feature in Freestone™. You can name Channels based on course topics, offered CE types, and more! You can manage your channels in the Account tab of your portal.  *
Chapters Your seminars can be divided into chapters of content. You can also control the order in which learners complete your courses.  *
Checkpoints Checkpoints allow you to monitor a virtual attendee’s involvement during your online program.  *
Continuing Education Your Freestone™ account allows you to manage continuing education (CE) by selecting a customer’s Credit Reporting Organization (CRO), editing CE available for specific courses, and uploading course completion certificates so learners can print out records of their progress! There are also advanced tools that allow you to submit and delete credit for individual customers.  *
Coupons Create coupon codes for seminar-specific percentage or flat fee discounts.  *
Credit Reporting Organizations(CROs) You can manage the CROs you have linked with your courses by accessing the Account tab in your Freestone™ portal. You can also help your customers link their accounts to specific CROs in the Customers tab.  *
Custom Fields Have you ever wanted to include some specific information for your seminars that isn’t “standard” to what you find online? Custom Fields are a feature set that allow you to give a little more information to your learners by creating specific names that highlight facts about your seminars or seminar chapters.  *
Customers Add customers to your database and track their activity on your site.  *
Highest Performers The Highest Performers widget allows you to see the courses that have the highest registration numbers.  *
Live Event Requests Request live webinars and webcasts through a simple process at the end of seminar entry. Requests are automatically sent to your Account Director.  *
Members Only You may want to restrict access to certain seminars. Using the Members Only feature allows specific courses to be “hidden” from the general public, and only purchasable by those who are logged into your system with a designated account.  *
Membership If your organization uses membership to either allow access to materials or to restrict some access to materials, you can accept members by opening a customer’s account. Another cool feature is membership levels. Check below for more information.  *
Membership Levels Some organizations have multiple levels of membership. Freestone™ allows you to control a customer’s membership level in the Customers tab. Simply search for the specific customer and click the Add Membership button.  *
My Account You’ll see multiple My Account links throughout your Freestone™ portal. This takes you straight to your overall settings where you can change your password, adjust your branding, and more.  *
My Seminars My Seminars is your list of all seminars you’ve created in your Freestone™ portal. You can use the search functions to find specific courses, or sort by title, last update, or the seminar’s status.  *
Orders Create customer orders and manage their credit, streaming access, order refunds, and more!  *
Pricing Set pricing for specific products your offer to customers.  *
Products Various products allow you to determine the best way to share your valuable information with your constituents.  *
Promotion Some seminars need a little buzz built around them. The Promotion tools allow you to upload an image, give a description, and market specific seminars to your constituents.  *
Quizzing How do you know someone is really paying attention to your material? You can use quizzing on the seminar or chapter level to ensure knowledge transfer is truly taking place.  *
Refunds You can refund customers’ orders through your Freestone™ portal. You’ll always want to review the order to ensure it is correct, as this revokes a customer’s access to the program and credit.  *
Sales Summary The Sales Summary widget, on your Dashboard, lets you see 30 day sales trends, and the average order amount from customers in the last 30 days.  *
Scheduled Events The Scheduled Events link on your Freestone™ Dashboard allows you to see upcoming live events, and whether they’ve been accepted by your Account Director.  *
Seminar Overview The Seminar Overview widget gives you the bird’s eye look at the total number of seminars you have available to learners, the average registration number for each seminar, and the total number of registrations from when you began using Freestone™.  *
Seminar Status You’ll notice a few places in your Freestone™ portal where the status is mentioned. This is a basic published or unpublished feature. Published allows customers to see the program in your online store whereas unpublished hides the seminar from everyone but Freestone™ account users.  *
Speakers Your online content is most likely a collection by many different presenters. The Speakers tools allow you to input information on a seminar’s presenter(s).  *
Storefront You’ll see links to the storefront through your Freestone™ account. This will allow you to view the page your customers access when buying your products.  *
Streaming Expiration Set the number of days, from purchase, a customer has to access your online learning materials.  *
Subscriptions Create bundle and token subscriptions that allow multiple courses to be shared with customers using a single, online transaction.  *
Subscription Orders Place bundle and token orders for your customers and manage their access to your content.  *
Tokens Tokens are your e-currency customers exchange for access to your courses. You will assign a token value to each seminar, and sell a package of the tokens to your customers.  *

*denotes video tutorial coming soon