How to Add Instructors/Coaches
Click Org or Team Tools > Accounts in the side menu.
In the upper right, click the green button labeled + Add Account.
We strongly recommend adding an instructor photo.
In the upper left, click the three dots by NO PHOTO, click Upload new Avatar, then select an image at least 120x120.
Fill in the various fields with a red *.
Under the blue bar labeled Classes Access Settings, check the Class Instructor box.
Fill in the Instructor Bio. This will be displayed to the public.
When finished, click CREATE.
Repeat for all your class instructors.
Helpful Tip: To enable your instructor to take attendance via the mobile app, set their Admin Level to Email/Print/Calendar.
How to Set Class Settings
In the side menu, click Classes > Class Admin.
Click the Settings tab.
Confirm the name and email used on the order confirmation/receipt sent to the registrant.
Select if parents can email instructors directly.
Default enable makeups - Set to YES if you want to allow students to make up missed classes, then enter the maximum number of Default makeups for classes.
Annual Registration Fee (Per Family and Athlete) - Set to YES to charge families and/or students an annual fee, then enter the Fee amount and Charge Category. You will later set which sub-programs charge the fee(s).
Set to YES if desired, then pick the Charge Category and build out the discounts. You will later set which sub-programs offer the discounts. Discounts will apply to your entire cart, not just off the 2nd Child or 2nd Class.
Discount payment plans can be created and will apply automatically to any class you add them to.
Add account and/or member custom fields if desired.
Set the desired class inventory filters.
Select the accepted payment methods.
When finished, click Save.
How to Create Coupons and Discounts
Optionally, create coupons and discounts. Click here to view the steps and detailed information.
How to Create Programs
We will now set up everything needed to add classes.
In the side menu, click Classes > Class Admin.
Click the Settings tab.
Click the Program tab below that.
Add a Program for all your disciplines, such as Dance, Cheer, Martial Arts, Gymnastics, etc.
We encourage you to add descriptions and images for each program. Images should have a 5:1 aspect ratio and be at least 1250px wide by 250px tall. Need help with this? Learn how to crop and resize images to correct aspect ratios.
How to Create Sub-Programs
At the top, below the Settings tab, click the Sub Program tab.
Add a Sub Program for all your class types, such as Boy’s Gymnastics, Adult Zumba, Advanced Parkour, etc.
Set the various YES options you want included for these classes, such as discounts, annual fees, etc.
How to Create Sessions
Next, click the Session tab and add as many sessions as needed, such as Spring 20XX, and Summer 20XX, or specific date ranges such as June 1-14. Sessions are optional to add to classes.
From the left navigation menu, click Classes > Class Admin.
Click Settings > Session.
Click + Add Session and complete the form as desired/required.
Click Save.
How to Create Zones
Now click the Zone tab and add the areas of your facility where your classes meet, such as Classroom 5, Balance Beam, etc.
From the left navigation menu, click Classes > Class Admin.
Click Settings > Zone.
Click + Add Zone and complete the form as desired/required.
Click Save.
How to Create a Curriculum and Skills
A Curriculum is tied to each student to ensure they pass their requirements to move to the next level. An administrator can then manage it. Parents are also able to view their athlete's progress through their accounts.
From the left navigation menu, click Classes > Class Admin.
Click Settings > Skills.
Click + Add Curriculum.
Give the Curriculum a name and description.
To add the skills, click + Add Skill.
Enter the skill name and description.
Click Save.
Complete steps 5-7 until all skills are added to the curriculum.
Select the "Skills" you've created, then click Save.
From the left navigation menu, click Classes > Class Admin.
Select the class(es) to add curriculum.
Click Edit > Edit Class(es).
Under Curriculum, select the item to add to this class.
Click Save.
How to Create Class Locations
From the left navigation menu, click Classes > Class Admin.
Click Settings > Location.
Click + Add Location and fill out the form as desired/required.
Click Save.
How to Create Maps
From the left navigation menu, click Classes > Class Admin.
Click Settings > Map.
Click + Add Map. Fill out the form as desired/required.
Click Save.
How to Create Agreements
Click Org or Team Tools > Agreements.
Click + Add Agreement.
Fill out the form as requested.
Make sure to Save when finished.
Once created, click the Classes tab.
Click the gear icon to the class name's left.
Scroll to the bottom of the page, click the Agreements box, and choose the agreement you want to add.
Click Save & Close.
After the class is set up, add a new class following these steps.