Get started 2 - Set up your studio

Let's start by creating the foundations of your studio. This includes adding your logo, venues, T&C's, staff accounts and customising your registration forms.

 Follow the guide below on the 5 steps to setting up your school. If one does not apply for you then simply skip that step (you can always come back to it another time) 😇

1. Adding your company logo - Adding your logo to Class Manager will ensure that extra personal touch when sending emails, invoices and on your customer portal.

1. Click < to the right of Settings and in the expanded menu click Company and then Information
2. On the top left of the page there is the section Logo Uploader. Select the Upload button and select your image 
3. Once the image has successfully been uploaded, you should be able to see the file name on the page. You can then select to Save in the top right hand corner of the page. You should now see your logo under the Logo Uploader section.

All our invoices default with a white background. To ensure that your logo blends nicely into the design, we recommend uploading it in either PNG format with a transparent or white background. For further help on uploading your logo click here

2. Adding your venue(s) - Ensuring your venues are in place so that classes can be assigned to their relevant locations.

1. Click < to the right of Settings  and in the expanded menu click Venue
2. Click Create to make a new venue and complete the relevant form for address, rooms and opening hours to reflect on your classes accordingly. 
3. Once you are ready hit Save

For further help on adding your venues, click here

3. Adding your terms and conditions/policies - Ensure that your customers agree to your schools policies upon registering.

1. Click < to the right of Settings  and in the expanded menu click Company then Policies
2. There are 3 text boxes by default labelled 'Terms and Conditions', 'Privacy Policy' and 'Online Video Disclaimer' Simply fill these text boxes with your relevant company information.
3. Don't forget to click Save to ensure these get updated.

For further help on adding your T&C's, click here

4. Adding your staff - Give your staff access to Class Manager for general admin or registering attendance. 

1. Click < to the right of Staff and in the expanded menu click Create.
2. Fill in their essential details like their first name, surname, and email address. These are crucial for their profile setup. (Additionally, you can provide more information such as their photo, date of birth, gender, complete address, and any DBS/Security check code. You can also add multiple phone numbers if needed. The more information, the better)!
3. Once you are happy with the information you have added, just click Save to create the staff member's account. 

For further help on creating staff accounts, click here

5. Customising your registration forms - Add personalised questions to your registration forms such as medical information and photo consent.

1. Click < to the right of Settings and in the expanded menu click Custom Attributes then click on Create 
2. Choose the right attribute type, for example a Checkbox which allows a yes/no answer may be used for asking about phot consent.
3. Give the attribute a name, this name will be the internal header that shows when you go to apply it. For example 'Photo Consent'. 
4. Then pick where the attribute will be attached to, so for photo consent, you may want to select 'Student'.
5. You will now be able to choose where this custom attribute is shown/edited. You will be able to select from the checkboxes. These options allow you to control the custom attribute on the portal.

For further information on customising your registration forms, click here

Once you have completed these steps you have your foundations ready! Well done! 🎉

You are now ready for the next step - creating your timetable! 

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