HOME
SETUP GUIDE
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GETTING STARTED: 7 SIMPLE STEPS
Getting Started Overview: Video
Step 1: Login in
Step 2: Business Setup
Step 3: School Set Up
Step 4: Adding Faculty
Step 5: Semesters and Categories
Step 6: Adding Classes: Video
Step 7: Class Types
What your students will see
CLASSES
Adding a Class: Video
Class Tabs Function Overview
Class "Types"
Semesters and Categories
Schedule & Pricing- Semester Based
New! Adding A Schedule
Adding additional class sessions
Cancelling/Changing Class Status
Resource Planner
Supply Lists
Private Classes
Costumes
Search Classes
Prorating
ENROLLING + CHARGING STUDENTS
Enroll Existing Student: VIDEO
Add & Enroll a New Student: VIDEO
Withdraw Students from Class
Registering a student
Linking Family Members
Adding Parents and Guardians
Registering + Enrolling
Wait List
Search for Contacts
View/Edit Student & Faculty Info
Student Information
In Studio Payment
Moving Students from Session to Session
ATTENDANCE AND ROSTERS
View Class Roster
Attendance List
View Individual Attendance Records
DISCOUNTS AND PAYMENT PLANS
About
Payment and Discount Plans
Setting Up Discounts: Video
Session Packs
Family Discounts
Purchasing Session Packs
RECURRING BILLING
Recurring Billing Overview: Video
Recurring Billing Setup
Manual Versus Automatic RB
Payment Plans
Recurring Billing Reports
REFUNDS, CREDITS, SCHOLARSHIPS
Withdrawing A Student
Credits, Gift Certificates, Scholarships
COMMUNICATING WITH YOUR SCHOOL
Email
Texts
ONLINE REGISTRATION AND PAYMENT
Online Registration
Online Payment
ADDING FACULTY AND OTHER CONTACT TYPES
Adding Faculty
Adding Parents and Guardians
REPORTS
Daily Payments
Breakdown Report
Payment Plan
Faculty Fee
Shop Report
Recurring Billing
Wait List
BUSINESS SETUP
Overview
Manage Business Features
Payment Plans
My Account
Change School Logo
Contact Types
Edit Homepage Edits & Links
Terms & Conditions
Add School Admins
SCHOOL SETUP
Overview
Age Groups
Class Levels
Location Setup
Discounts
Session Packs
Payment Plans
SHOP
Add Products to Your School Shop
Purchasing Products
F.A.Q.
F.A.Q. List
CHANGE MY PLAN
Cancel My Account
Change My Plan
RECITAL & EVENT PLANNER
Event Planner
GATEWAY INTEGRATIONS
Gateway Integration
IMPORTING AND EXPORTING INFORMATION
Export Students
IMPORT STUDENTS TO EXCEL
Create a Snail Mail List
Targeted Mailing List
Family Discounts
Family Discounts:
This 2.5 minute video will show you how to set up family discount plans.