Classes are the core of your school so let's create a class...
Your first step in Class Manager is to create a Class and - don't worry - it's only a couple of screens and will take a couple of minutes (We've detailed every step in turn so it looks more complicated than it is) ⏰:
- Find Classes in the main menu on the left and click
<
and in the expanded menu clickCreate Class
. - As this is your first time using Class Manager you will first be asked to create a Season. Seasons group together all the classes within a specific period of time to usually reflect how you do your billing cycle (e.g. A school term).
- Enter a
Name
for your season (e.g. Summer Term 2024). - Enter a Start Date by entering the
Day
,Month
andYear
. - Enter the Finish Date by entering the
Day
,Month
andYear
. - Click the
SAVE
button. You'll be taken to the Season page so we can now go ahead and create the Class.
You can read more about Seasons here
We know what you're thinking - what about holidays? 🗓️ Yes, Class Manager can cope with holidays. Holidays are periods in the term when you have no lessons (so aren't charged for) and are be added via Settings. You can read more about Holidays here.
Once you have your season created you will now want to add some classes..
1. Click theCreate Class
button. This will change the screen and you'll need to enter the details of your class. You can enter a range of information (such as logo and colours) but the following information is required (indicated by a red * in Class Manager):
- Type in a
Name
for your class (e.g. Under 7's foundation class) - Type in a
Description
for your class. - The
Season
will be pre-selected (to the one you just created). - Select a
Venue
. To do this clickClick to select
and choose the displayed Venue. A default Venue is created when you create your account. You may have multiple venues and these are setup via the Settings menu (read more on Venues here). - Select a member of
Staff
. To do this clickClick to select
and choose the displayed person. The person who created the account has been set up as a default member of staff so we'll choose this person for the moment. You may have multiple members of staff and these are setup via the Staff menu (read more on Staff here). - The
Start Date
andEnd Date
will be set to that of the Season. - Choose the Occurrence of the class (how frequently the class runs) by clicking
Click to select
and choosing one ofDaily
,Weekly
,Fortnightly
,Monthly
orYearly
. - Select the Days the class runs by clicking
Click to select
and choosing a day of the week. Select a day and it will appear in the list. To remove a day click thex
to the left of the day and to add another day (e.g. if you have a class that runs on multiple days) click again in the space and select another day. - Choose the Format of the lesson by clicking
Click to select
and choosing one ofGroup
orPrivate
. - Enter the Minimum and Maximum age by clicking
Click to select
and choosing eitherAny
or a specific age (1
thru to100
). - Enter the Price of the Class by entering the
£/$ amount
(the Up and down arrows go up and down by 1 cent/pence at a time). - Choose the Frequency of the charge by clicking
Click to select
and choosing one ofTerm
,Lesson
,Week
orMonth
.
- Type in a
Class Manager will automatically calculate the total invoice due by multiplying the Price x Frequency. E.g. if you have set Price to (£|$)10 and frequency to Lesson, then the total price would be (£|$)10 x #lessons in a term. In a 10 week term, this would mean an invoice (£|$)10 x 10 or (£|$)100. We don't include charges for any holidays.
Unsure of what is the best way to set up your classes based on your business... click here!
Once you are happy with your class set up, click the Save
button in the top right hand corner of the screen. If you have not given all the information required then the screen will remain and missing information will be highlighted in red. If you have entered all the information then the lesson will be saved and you will be taken to the next screen 'Lesson Detail'.
-
- The screen will display some of the information already chosen in the previous screen and you will need to select the duration of the class by clicking
select interval
and choosing an amount of time (0
to3
hours in intervals orcustom
). If custom is chosen, simply enter the # of minutes. - Once a duration is chosen, the screen will refresh and you can choose a timeframe. Click the displayed time and choose the
timeframe
the class will be held (e.g. 3pm - 6pm for a 3 hour class). - Click the
Save
button in the bottom of the right hand corner of the screen. The Save will be confirmed on screen and you will be taken to the Lesson Setup list.
- The screen will display some of the information already chosen in the previous screen and you will need to select the duration of the class by clicking
Oh and one more thing! What about discounts? Perhaps you offer a multi-class or sibling discount that you would like to automatically apply to customers invoices? Class Manager can do that! Click here to find out how to get that set up.
⭐ Woohoo! You've created your first class. ⭐
<<< PREVIOUS - Set up your studio
NEXT - Set your payment method >>>