System Basics
Please review some of the system basics first using the links below:
Take a tour of the Administrative Dashboard
Adding new Administrative Users
Working with People records (Contacts > People)
Adding relationships between People
Setting up Courses
Step 1: Set up revenue budget codes
Step 2: Set up buildings and rooms used by the program(s)
Step 3: Set up Questions/Question Templates
Step 4: Set up any needed Agreements/Terms and Conditions
Step 5: Create Evaluation Surveys
Step 6: Create a Catalog
Step 7: Create Categories
Step 8: Create a new Course
Step 9: Create a new Course Section
Step 10: Copy Existing Courses and Copy Existing Course Sections
Step 11: Attaching Instructors and Instructor Contracts (Helpful Links: Creating Instructor Rates, Creating Instructor Biographies, Creating Organizations as Vendor Instructors and Adding Organization Contacts)
Step 12: Create Discounts and Promotional Codes
Step 13: Processing manual enrollments from the Administrative side
Step 14: Canceling/removing enrollments
Step 15: Moving wait list enrollments into a Course Section
Step 16: Modifying Enrollments
Step 17: Rosters and other reports
Step 18: Setting Instructors to download rosters from the Public side
Step 19: Course Roster App for iPad/iPhone
Accessing and Viewing Reports
Financial reports
Bank Reconciliation for credit card and ACH payments
Attendance and other reporting
Viewing payment details
Viewing refund details