HQ dashboard → Training (under Franchise Ops in the sidebar, at `/app/hq/[orgId]/training`) is a real org-wide learning management system, separate from the in-app Teaching Wizard product tours. Instead of walking someone through the SalesThumb UI, this is where HQ builds actual courses — video, article, and quiz lessons, grouped under a course, with a due date and per-shop enrollment tracking — for things like FTC/brand compliance training, installation technique, or operations playbooks. It's built for ORG_OWNER/ORG_ADMIN users on an org with the HQ add-on enabled; the franchisee side (taking a course, marking lessons complete) is a separate view covered briefly at the end.
Create a course
Click New course at the top of the Training page. You're asked for a course name, an optional description, a Track (Required — FTC / brand, Tech / installation, Operations, or Optional), an initial module count, and an estimated duration in minutes. The track you pick matters beyond labeling: Required-track courses are what feed the page's compliance-score stat tile and the Overdue tab, so reserve Required for things that actually need to get done, not general how-to content.
A new course starts empty — creating it just adds an entry to the catalog. Lessons are added separately, and you can come back and edit the course's name, description, track, or duration later from its Edit button, including archiving it if it's no longer needed. Archiving removes a course from the catalog for new enrollment, but anyone already partway through keeps their progress — archiving isn't reversible from the UI.
Add lessons
Click Manage on a course to open its lesson list, then Add lesson. Each lesson has a title and one of three content types:
- Video — a link (YouTube, Vimeo, Loom, or similar) plus optional show notes or a summary.
- Article — a markdown-formatted body you write directly in the lesson editor.
- Quiz — one or more questions, each with at least two answer options and one marked as correct.
Lessons are ordered, and that order is what franchisees see and step through. Use the up/down arrows next to each lesson to reorder them, Edit to change a lesson's content or type, and the trash icon to delete one (with a confirmation first). Adding or deleting a lesson updates the course's module count automatically and recalculates progress for anyone already enrolled, since the percent-complete denominator just changed. Reordering only changes the sequence lessons appear in — it doesn't touch the module count or anyone's progress.
Enroll shops and set a due date
Click Assign on a course to open the enrollment dialog. Pick one or more locations (there's a Select all / Clear all toggle), and optionally set a due date. Assigning enrolls every staff member with an account at the selected location(s) individually — not the shop as a single unit — so a five-person shop produces five individual enrollments. This currently includes anyone who has been marked inactive/removed from the shop but whose account record hasn't been fully deleted, so a small number of enrollments can go to former staff — worth knowing if your compliance-score tile looks slightly off. Anyone already enrolled in that course is left alone rather than double-enrolled, so it's safe to re-run Assign later to pick up new hires or additional locations without disturbing existing progress.
Track completion
The Training page's stat tiles at the top show active course count, total enrollments, total completions, and a compliance score — the completion rate across Required-track courses specifically, since that's the number most likely to matter for brand or regulatory obligations. Each course card in the catalog also shows its own enrolled count and completion percentage with a progress bar.
The Overdue tab lists every Required-track enrollment that has a due date in the past and isn't yet marked complete, one row per person, with their name, shop, course, percent complete, and days overdue — useful for following up directly rather than working backward from the aggregate compliance score.
The franchisee side, briefly
Enrolled staff see their assigned courses and step through lessons in order, marking each one complete — including submitting answers on quiz lessons, which are scored automatically. That view lives on the franchisee side of HQ Connect and isn't the focus of this article.
Things to know
- Creating, editing, or archiving a course; adding, editing, reordering, or deleting lessons; and assigning a course to shops all require being an ORG_OWNER or ORG_ADMIN on an org with the HQ add-on and HQ dashboard access enabled. Viewing the course catalog and the Overdue tab only requires HQ dashboard access, at any org role.
- There's no course expiry or recertification tracking yet — once someone completes a Required course, there's no built-in way to require them to redo it on a recurring schedule.
- Quiz answer keys are never sent to the franchisee's browser — only the question text and options are, and scoring happens on the server when a lesson is marked complete, so the compliance numbers this page reports reflect lessons actually engaged with, not answers read off the page.
- Enrolling a shop enrolls its current staff at the time you click Assign, including anyone marked inactive/removed but not fully deleted from the shop's roster. If you hire someone new afterward, re-running Assign on that course (or waiting for the next automatic sync of new hires into already-assigned Required courses) is what gets them enrolled — a brand-new hire isn't automatically swept into a course that was assigned before they joined.
Frequently asked questions
What's the difference between this Training page and the Teaching Wizard?
A: They're unrelated systems. The Teaching Wizard is an in-app product tour that walks someone through using SalesThumb itself. This Training page is a real LMS — HQ builds actual courses out of video, article, and quiz lessons, with due dates and completion tracking, on topics like compliance or technique, not app usage.
What lesson types can a course contain?
A: Three: Video (a link to YouTube, Vimeo, Loom, etc. plus optional notes), Article (a markdown-formatted body you write in the editor), and Quiz (one or more multiple-choice questions, each with an answer marked correct).
When I assign a course to a shop, who actually gets enrolled?
A: Every staff member on that shop's roster at the time you click Assign, individually — not the shop as a single record — including anyone marked inactive/removed but not fully deleted. A five-person shop produces five separate enrollments, one per person.
If I assign a course to a shop and then hire someone new, are they automatically enrolled?
A: Not from that same click — Assign enrolls the staff present at the time you run it. Re-running Assign on the same course later (which skips anyone already enrolled) picks them up, and for Required-track courses that already have at least one enrollment, an automatic daily sync also catches new hires without you having to re-run anything.
How does the Overdue tab decide what counts as overdue?
A: It lists Required-track enrollments with a due date in the past that aren't yet marked complete — one row per person, showing their name, shop, course, percent complete, and days overdue.
Can a franchisee see the quiz answers before taking a quiz lesson?
A: No. Only the question text and answer options are sent to their browser. Scoring is calculated on the server when they submit answers, so the answer key itself is never exposed.