Please note: Our manual is ALWAYS a work in progress, because our software continues to get better and better. Below you will find links to videos and blog posts. If you would like to see a topic covered in more detail, just ask! 🙂

1. Add Instructors/Staff
   1. User Groups
      1. Setting Role Permissions
   2. Logging in as an instructor
   3. Instructor Availability
2. Edit Categories (especially class genre, level, category, location) covered in classes video. Additionally, you can enable the Class Locations/Rooms feature.
3. Setup Seasons Video
   1. Visible for Client
   2. Charge Student Registration Fee
   3. Allow Wait List
   4. Status
      1. Set Course Enrollment
      2. Open Class Enrollment
   5. Cloning Seasons Video
4. Setting Up Sales Items
5. Add Classes Video Video 2
   1. Payment Method
      1. Billing Schedule
      2. Sales Item
   2. Allow Unpaid Registration Blog Post Video
   3. Allow Drop In Billing Schedule Classes
   4. Allow Waitlist
   5. Early Cancel (and hours for early cancel)
   6. Online Client Registration
      1. Open: Students can register
      2. Invitation Only
      3. Member Categories
      4. Closed: Students cannot register.
   7. Prerequisite Classes Video
6. Setup Registration Fees and Discounts
   1. Registration Fees
      1. Student Registration Fee
      2. Max Family Registration Fee
      3. Max Family Registration, students
      4. Registration Fee over Max Family Registration
      5. Add Registration Fee to Cart
      6. Current Registration Fee Charge Category
   2. Hourly/Multi-Class Rates/Discounts Explanation Video
      1. Multi-student enabled
      2. Muti-Student decrement (applied for all classes y/n)
   3. Multiple Pricing Levels Explanation
   4. Add Pricing (located when editing class, ex can add monthly and yearly pricing)
   5. No Main Discounts (checkbox when setting up a class) notes
   6. Discount Coupons For Online Client – Global Settings: Enable Discount Coupons when Making Payment, Also in Admin Shopping Cart.
7. The Online Client Overview on Blog
8. Messaging
   1. Email
   2. Text
   3. Triggers (video) — automatically send messages before class start, happy birthday, and more.
   4. Call History Video
9. Finance
   1. Running Global Tuition
      1. Normal Tuition
      2. Family and Student Tuition Override
      3. Billing Schedules
      4. Charge Categories
      5. Exception
         1. Ignore Students that are already charged for selected category and class
         2. Ignore Students that are already charged for selected categories
         3. Ignore Families that are already charged for selected categories
      6. Charge Date (and how it the date can impact running global tuition twice)
      7. Apply Credit Automatically
   2. Late Charges
   3. Misc Charges
   4. Charge History
   5. Auto Payments
   6. Scheduled Payments
   7. Payment History
10. Details about Settings
    1. DSM Mode Video
    2. Currency, Date, Time and Phone Format Video
    3. Class Program Filter
11. Private Lessons VideoVideo 2
    1. Related: Purchases by Category Tab – displays an additional tab under each student/family account. Inside this new tab are individual tabs for each Purchase Items Category for quicker viewing of Purchases, Private Lessons, Coaching Lessons and Group Classes by Purchase Category. Additionally, turning this on adds a Private/Coaching Lessons balance on the top right side of the ledger to quickly see lessons purchased and remaining. To enable, go to Global Settings and find Display “Purchases by Category” tab under Members
12. Customer Agreements:
    1. Signature or Checkbox
    2. Locations (Agreement, Student Agreement, Checkout Agreement, Sales Item Contract, Category, Class, Homepage)
    3. Waivers (Report)
13. Payroll Setup – Using the Time Clock
14. Admin Shop
15. Costumes Video