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Tips & Tricks: Make Programs Private for Exclusivity

0:54

Tips & Tricks: Archive Enrollment Periods/Programs

1:50

Tips & Tricks: Inclusivity with Enroll Form Hints

0:52

Tips & Tricks: Enrollment Welcome Messages

1:22

Tips & Tricks: Terms & Conditions for Different Programs

1:04

Tips & Tricks: Add Company Tax ID

0:22

Tips & Tricks: Duplicate to Build Programs & Classes

How to Duplicate an Enrollment Period Click on the down arrow beside the enrollment period. Select the cog icon to open up the settings. Click the duplicate icon. Select duplicate to copy that enrollment period. Click done when the duplication is finished. Click OK.How to Duplicate a Program Go to the programs page. Click the three dots beside the program. Select duplicate. Be sure to change the program options to differentiate the new program. Click add to duplicate the program.How to Duplicate a Class Go to the classes page. Find the program to the left. To duplicate one or more classes in that program, select the duplicate classes button. Select the classes to duplicate. Click the dupl...

Видео

Tips & Tricks: Make Programs Private for Exclusivity

0:54

Tips & Tricks: Make Programs Private for Exclusivity

Просмотров 454 месяца назад

Step-by-Step Guide: How to Make a Program Private and Public Go to the programs page. Click the edit pencil on the program you want to modify. Click on the "Advanced Settings" option. Switch the toggle to the "on" position beside "Make Private". Click the "Save" button to save the changes. Click the link provided to access the private program. Copy the private link for future use. Note: Private...

Tips & Tricks: Archive Enrollment Periods/Programs

1:50

Tips & Tricks: Archive Enrollment Periods/Programs

Просмотров 224 месяца назад

How to Archive Programs and Enrollment PeriodsArchiving Programs Click the three dots beside the program you wish to archive. Choose Archive. A confirmation dialog will display, listing the effects of archiving a program. Click the Archive button.To archive multiple programs: Select the programs you wish to archive. Select the Bulk Archive button at the top of the page. Click the Archive button...

Tips & Tricks: Inclusivity with Enroll Form Hints

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Tips & Tricks: Inclusivity with Enroll Form Hints

Просмотров 324 месяца назад

Step-by-Step Guide: Adding Hints to Enroll Form Fields Go to the Enroll Form page. On the Default Fields section, locate the field you want to add a hint to. Click on the cog icon next to the field to open the field settings. Under the Basic Settings tab, you will find the hint blank. Type in your desired hint in the provided field. Click Save to save the hint. Repeat steps 2-6 for any other de...

Tips & Tricks: Enrollment Welcome Messages

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Tips & Tricks: Enrollment Welcome Messages

Просмотров 224 месяца назад

Step-by-Step Guide: How to Manage Welcome Messages on My Company Page Go to the My Company page. Click on the Enroll Form Settings. Click the down arrow beside the Enrollment Welcome Message setting. Select the plus button to add a new welcome message. Enter the welcome message internal name. Copy and paste or type in your content. You can include images and links. Click the Add button to add t...

Tips & Tricks: Terms & Conditions for Different Programs

1:04

Tips & Tricks: Terms & Conditions for Different Programs

Просмотров 144 месяца назад

Step-by-Step Guide: Adding Terms and Conditions to ProgramsStep 1: Accessing Enroll Form Settings Go to the My Company page. Click on the Enroll Form Settings.Step 2: Creating New Terms and Conditions Click on Terms and Conditions. Select the plus button to create a new terms and conditions. Add the internal name of the terms and conditions. Customize your terms by adding copy, links, and image...

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Tips & Tricks: Add Company Tax ID

Просмотров 124 месяца назад

Step by Step Guide: Updating Tax ID Number in My Company Settings Go to My Company Click on My Company Settings Scroll down until you see the Tax ID number Enter the Tax ID number Click Save Settings

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Tips & Tricks: Portal Default Pages

Просмотров 344 месяца назад

Step-by-Step Guide: Editing Portal Settings Go to the My Company page. Locate and click on the Portal setting. On the Portal setting page, find the option to edit the Instructor Portal default page. Click on the edit button next to the Instructor Portal default page. Make the necessary changes to the Instructor Portal default page. Repeat steps 3-5 for editing the Customer Portal default page. ...

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Tips & Tricks: Rosters with Activities

Просмотров 304 месяца назад

Tips & Tricks: Rosters with Activities

Allow Customers to Cancel Classes within the Customer Portal

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Allow Customers to Cancel Classes within the Customer Portal

Просмотров 524 месяца назад

Allow Customers to Cancel Classes within the Customer Portal

Tips & Tricks: Membership Feature with Automatic Tagging

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Tips & Tricks: Membership Feature with Automatic Tagging

Просмотров 175 месяцев назад

Tips & Tricks: Membership Feature with Automatic Tagging

How to View Classes in the Instructor Portal

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How to View Classes in the Instructor Portal

Просмотров 176 месяцев назад

Viewing Classes in the Instructor PortalStep-by-Step Guide to View Classes in the Instructor Portal Click on the Classes tab in the navigation bar. Select the enrollment period from the drop-down menu in the top left corner. Select the program from the program list under the enrollment period. Click on the calendar icon to view the classes in calendar view. Switch to a different view by clickin...

How to View Activities & Timelines in the Instructor Portal

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How to View Activities & Timelines in the Instructor Portal

Просмотров 97 месяцев назад

How to View Activities & Timelines in the Instructor Portal

How to Create Saved Views on the Enrollee Table

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How to Create Saved Views on the Enrollee Table

Просмотров 97 месяцев назад

Edit Saved Views on the Enrollee TableEdit Saved Views on the Enrollee TableStep 1: Accessing EnrolleesSelect enrollees or the equivalent in the navigation bar.Step 2: Navigating to Enrollments TabClick on the enrollments tab.Step 3: Showing or Hiding Columns Click on the columns button to show or hide columns. Check or uncheck the column options in the sidebar to view those columns.Step 4: Reo...