Getting Started
- Get started - Introduction
- Get Started 1 - Finding your way around
- Get Started 2 - Create your classes
- Get Started 3 - Set your payment method
- Get Started 4 - Add your 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.
- How to generate and send invoices
- Xero : Introduction
- How to apply tax to invoices
- How to set up monthly billing
- How to send payment reminders to your customers
Payments
Adding payment methods, accepting and logging payments.
- How to enter payments
- Online payment fees explained
- How to set up portal enrolment with upfront payments
- How to set up AutoPay
Point of Sale
Creating products, orders and invoices for items in your shop to customers
- How to add a category for point of sale
- How to create a product
- How to create an order
- How to generate & send invoices for orders on products
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.
- A checklist for online class enrolment
- Enable portal enrolment
- How to activate your specific classes for online enrolment on the portal
- How to view and accept a pending class enrolment
Messaging
Creating, sending and tracking messages
- How to send an email
- How to track and check 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?
- How to add an additional discount for a specific customer
- How to exclude a class from your discount scheme
Settings
Everything you can configure to make your life easier with Class Manager.
- How to change subscription plan?
- How to use custom attributes
- How to use the global search
- How to use tags