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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. Before you set up a Class you ne

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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 classes to be affected by the change.  You can Make Classes Inactive, Make Classes...

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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. Simply select the classes you wish to export and click the Export button at the bottom ...

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

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

Member Wizard can control when members can begin to enrol in classes and can set an "early enrolment period" when enrolments are closely monitored to ensure that all members can find a class in which ...

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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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