Getting Started
- Get started - Introduction
- Get Started 1 - Finding your way around
- Get Started 3 - Set up your timetable
- Get Started 4 - Set up your payment method
- Get Started 5 - Enrol students
Staff
Creating, managing and giving access to your staff members.
- Adding a New Staff Member
- Invite Your Staff to Log In
- Staff Permissions - Introduction
- Removing a Staff Member
Students
Creating, collecting and maintaining student information.
- Adding a Student Profile
- Downloading a List of Students
- Enhancing Profiles with Photos
- Removing a Student
Customers
Create, edit and view any information relating to a customer.
- Adding a Customer Profile
- Editing Customer Information
- Additional Contacts For Existing Customers
- Class Manager - Portal App Explained
Classes
Classes, lessons, registers and attendance tracking.
- Create a class
- Setting Up Class Trials
- Adding holidays, half terms and other breaks
- Why are some time slots not visible when creating a new class
Online Registration
Providing and customising your registration forms to new customers.
- Provide your customers with an online registration form
- Add your Terms and Conditions
- Customising Your Online Registration Form
Invoices
Creating, updating and understanding your invoices.
- Generating and Sending Invoices
- Xero : Integration
- Applying Tax to Your Invoices
- Monthly Billing
- Sending Payment Reminders to Your Customers
Payments
Adding payment methods, accepting and logging payments.
- Entering Payments for Customers
- Online Payment Fees Explained
- Configuring Portal Enrolment with Upfront Payments
- Setting Up AutoPay
Point of Sale
Creating products, orders and invoices for items in your shop to customers
- Adding Categories to Your Point of Sale
- Creating products
- Creating orders
- Generating and Sending Invoices for Product Orders
Parent Portal
An online portal where your customers are able to log in and view info relating to themselves and the school.
- Parent Portal explained
- Inviting Your Existing Customers to the Parent Portal
- Customise your portal register/login page
- Why can't my customer log into the portal?
Online Class Enrolment
Allow your customers to enrol their students into classes through the portal.
- Online Class Enrolment Checklist
- Enable/ Disable portal enrolment
- Activate Specific Classes for Online Enrollment on the Portal
- View and Accept a Pending Class Enrolment
Messaging
Creating, sending and tracking messages
- Sending Emails in Class Manager
- Tracking and Monitoring Email Statuses
- Customise the automatic emails sent to customers
- SMS - Introduction
Discounts
Deciding, applying and editing discounts schemes to your school
- Discounts - Introduction
- What discount scheme should I choose?
- Additional Discount for a Specific Customer
- Excluding Specific Classes from Your Discount Scheme
