Lessons: How to Manage Lessons
Updated over a week ago

Manage Instructors:

  1. In the side menu, hover over Classes & Lessons and click Lessons Admin.

  2. At the top tab menu, click Instructors.

  3. Select the desired filters and click Search.

  4. To the left of the instructor's name, click the + icon to view class details.

  5. If moving a student to a new registration slot, under the student column, click Move.

    • A new window opens. Select a new Reg Slot and click Move Reg Slot NOW.

Manage Students:

  1. In the side menu, hover over Classes & Lessons and click Lessons Admin.

  2. At the top tab menu, click Students.

  3. Select the desired filters and click Search.

  4. To view more details, to the left of the student's name, click the + icon. The student's registration details show up.

  5. Click Manage.

    • A new window opens with multiple management options, like canceling registration, tracking curriculum progress, editing check numbers, etc.

View Accounts and Revenue Reports:

  1. In the side menu, hover over Classes & Lessons and click Lessons Admin.

  2. At the top tab menu, click Acnts/Revenue.

  3. Select the desired filters and click Search.

  4. The account revenue details show up according to the set filters.

    • Under Charge/Credit or Account balance, click View. A new window opens with detailed information.

  5. To view a complete Swim Lessons report, click the Admin's name.

    • A new window opens with the class information per student, with charges and classes registered.

View Lessons Heat Maps

  1. In the side menu, hover over Classes & Lessons and click Lessons Admin.

  2. At the top tab menu, click Heat Map.

  3. Select the desired filters and click Search.

  4. The heat map shows up according to the set filters.

Other reports can be exported on the CoA, Trans, and Admin Rpts tabs as well.

Did this answer your question?