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Managing Classes
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Knowledgebase Managing Classes

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Overview of Classes

Working with Classes - an Overview Classes have four components which need to be created in order to use them to construct your Class.

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Creating Subjects

The purpose of subjects is to group together classes into areas of study. These subject areas are displayed on the Web Class List and act as a filter for members to find a class in the subject area of...

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Adding a Student/Member to a Class

There are two methods to add member/s to a Class. Which one you use depends on how many students you are adding although either method can be used in either situation its just that these are the ways ...

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Creating a Venue

A venue definition provides information which includes the maximum capacity of the space, the address and the location of accessible parking. This information will appear on the Web Class List. The We...

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Copy or Archive Classes

Copy/Archiving Classes vs Making Classes Inactive The difference between Archiving a class and making a class Inactive is that making it Inactive merely moves the class and all its students into an in...

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Class Status Changes

To facilitate the bulk changing of various class status states use the Classes Status Change menu option.  Select the class/es to be affected by the change then press Next The following actions can be...

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Emailing Students, and Tutors/Convenors

You can email all or just a selection of students in each class or in all classes. Simply select the class/es from the list, prepare your message and click Send  

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Prepaid Enrollments

The use of this screen is in the following kinds of situations when adding a student to a class: 1. The student has enrolled and paid but for some reason needs to change the dates for which they have ...

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Exporting Classes to Excel

You can export all or a selection of classes to Excel. This may be useful in preparing printed Class catalogues. From Classes/Export Classes menu item simply select the classes you wish to export and ...

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Emailing a Payment Request

There are two main purposes for you to use this function. 1. You have archived an old class, some or all of the students have indicated they will be continuing and wish to be enrolled. You have select...

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How to move a student to another class

NOTES: If you wish to move a student from one class to another do NOT adjust their existing invoices or receipts This process will manage it for you. It w

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Payment Blocks

Payment Blocks are to create class payment periods which do not align with either the Terms, Course dates or other optional class periods. They can be of any duration and any will mark the student as ...

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Excluding a date or range of dates when classes are scheduled.

There are two places this can occur depending on how universal the exclusion is: 1. If it is a Universal exclusion and no classes of any kind run during this period (eg Xmas, New Year etc) then this i...

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Early Enrolment management

Setting up an Enrolment Period Member Wizard can control when members can begin to enrol in classes and can set an Enrolment Period when enrolments are closely monitored to ensure that all members can...

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Removing Unpaid Students from a Class

If there comes a time when you wish to clean up the Enrolled Students list and remove any students who have as yet not paid for their class after the advised payment period has expired simply hightlig...

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Managing Class Resources

Each class has the option to attach resources to the Class. These resources will only be viewable by members enrolled in that class via their Member Portal or by Users with Class Access from within Me...

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Generating printed timetables

You can generate a daily or weekly timetable of your classes for either printing or export to Excel. Simply select the class or check the box at the top of the select list to select all classes, selec...

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Creating a Class Brochure

You can create a complete brochure of all your classes for export to Word which can then be formatted to suit your requirements. Simply click Classes/Class Brochure, select the period you wish the bro...

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Marking Class Attendance

Tutors have the option to mark the Attendance for their Class from their Tutor Portal. You can view this when logged into Member Wizard by selecting Classes/Attendance, selecting a class and the span ...

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Withdrawal from Class Requests

Members can request to be withdrawn from a class in which they are enrolled via their Member Portal provided the Organisation has configured an email address to which the request be sent. This is done...

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Change Tutor Status

You can manage Tutor settings for all or for a selection of your Tutors in Change Classes/Tutor Status. On this screen if you wish the change to be applied to all Tutors click the Select/Un-select All...

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