Getting started
Key Concepts
The words we use, explained once: organizations, programs, classes, and enrollments.
Setup Overview
Set up your organization, staff, programs, classes, and payments, in the right order.
Documentation
Dashboard & Reports
The pages you check: your dashboard, calendar, student list, money, feedback, and marketing.
Payment Settings
Take money from students: Stripe, payment options, invoices, promo codes, and refunds.
Enrollment
Waivers, application forms, program settings, and the emails that go out when someone signs up.
Cohort Management
Run a class: set it up, fill the seats, build the schedule, take attendance, and record results.
Courses
Build a course out of modules and lessons, add videos and files, and attach it to a program.
Student Access
Send students their Jones & Bartlett, AHA, or custom access codes, at the right time, without copy and paste.
Teaching & Instructor Hours
Record what was taught and by whom, then pull the hours your instructors need for recertification.
Outcomes
Record who passed, who failed, and who got certified — one student or a whole class at a time.
Leads & Information Requests
Follow up with people who asked about your programs or left checkout without paying.
Contacts
One list of everyone who has ever contacted you, with tags, saved lists, and email.
Posts
Post an announcement to one class or everyone, and choose whether it also goes out by email.
Plans & Billing
What your subscription covers, what each plan costs you, and how to change it.
Your Organization
Your public profile and locations, your staff and what they can see, and your own login.