Help Center

The Dashboard is the first page you see when you log in. It gives you a quick overview of how your courses are performing with key metrics at a glance.

Quick Stats Cards

The top row shows clickable stat cards that link to their respective sections:

• Active Courses — Published courses with upcoming sessions
• Registrations This Month — Pre-filtered view (click to view list)
• Net Income This Month — Pre-filtered view (click to see transactions)
• Waitlist Count — People waiting for spots to open

Analytics Cards

• Net Income This Month — Revenue with month-over-month change and a 30-day trend chart. Visible to Owners and Managers only.
• Registration Trend — Registration count with 8-week bar chart showing trends.

Quick Actions

The sidebar shows common actions based on your role:

• New Course — Create a new course or class series
• Manage Waitlist — See students waiting for a spot
• Run Reports — Generate, filter, view, and export data
• Embed Code — Change branding and get calendar code for your website
• Stripe Dashboard — View payments in Stripe (Owners only)

The Courses page is your control center for all classes. View, create, edit, and manage every course you offer.

Course List

Filter & Search: Use the filter bar to quickly find courses by title, instructor, location, or status (All, Published, Draft, or Archived).

Status Badges:

The blue "Tracking" badge appears when attendance tracking is enabled for a course.

Creating a Course

Click the + New Course button to start. You'll configure several sections:

Course Details View

The course details page shows:

• Stats Cards — Sessions count, upcoming sessions, total registrations, and capacity. Clickable.
• Attendance Card — If tracking is enabled, shows average attendance with color-coded indicator.
• Sessions List — All sessions with date, time, location, registration count, and actions.

Editing & Cancelling

View and manage all student registrations. Track payment status, issue refunds, and generate certificates.

Registration List

Filter Options: Search by any data point, filter by course, date range, registration status, or payment status.

Registration Status:

Payment Status:

Registration Details

The details page shows registrant name, email, phone, registration date, status, payment status, course/session info, and attendance records.

Cancelling & Refunds

How to Cancel a Registration:

1. Click "Cancel Registration" on the registration details page
2. Choose refund option: Full refund, Partial refund, or No refund
3. Enter cancellation reason (sent to registrant)
4. Confirm to process the cancellation and refund

Track all payment activity, view revenue analytics, perform refunds, and generate financial reports. Available to Owners and Managers only.

Payment Dashboard

Summary Cards: The top row shows key financial metrics for your selected date range:

• Gross Revenue — Total amount collected
• Refunds — Total refunded amount
• Fees — Stripe + platform fees
• Net Income — What you actually receive

Analytics & Charts

• Revenue Over Time — Line chart showing daily/weekly/monthly revenue trends. Click any point to see details.
• Revenue by Course — Bar graph showing which courses generate the most revenue. Click segments to filter.

Filtering & Search

Filter by date range, course, payment status (Succeeded, Pending, Refunded, etc.), or search by any data point.

Payments Table

Running Reports

Click the purple "Run Report" button to export your filtered payment data to a .csv file for accounting or further analysis. The export includes all payments matching your current filters.

When a session fills up, interested students can join the waitlist. You can manually invite them when spots open, or enable auto-invite to handle it automatically.

Waitlist Management

The waitlist page shows everyone waiting for a spot, organized by course and session. Each entry displays name, email, course/session, queue position (first-come, first-served), and status.

Status Badges:

Filter Options: Search by any data point, filter by course, session, or status.

Manual Invitations

How to Invite Someone:

1. Click the "Invite" button next to a waitlisted entry
2. Confirm the invitation
3. They receive an email with a special link to complete registration
4. The link expires after the time period set in your waitlist settings

Auto-Invite Settings

When enabled, the system automatically invites the next person on the waitlist when a spot opens (due to cancellation or capacity increase).

• Enable Auto-Invite — Go to Settings → Registration Settings and toggle "Auto-invite"
• Set Expiry Time — Configure how long invitations remain valid (e.g., 24 hours, 48 hours)

Track who shows up to your sessions. Attendance tracking must be enabled per-course in course settings.

Attendance Dashboard

The attendance dashboard shows all sessions that need attendance taken:

• Needs Attention — Past sessions where attendance hasn't been recorded yet (amber indicator)
• Upcoming — Future sessions (attendance can't be taken until the session date)

Taking Attendance (Roster)

How to Take Attendance:

1. Click "Take Attendance" on any session from the dashboard or course detail page
2. You'll see a roster of all registered students for that session
3. Check the box next to each student as they arrive, or fill this out later if you have a sign-in sheet
4. Click "Save Attendance" to record your changes

Course Attendance Report

The attendance report shows each registrant's name/email, sessions attended (e.g., 9/10), and attendance rate percentage.

Issue professional completion certificates to students. Each certificate includes a unique ID and QR code for verification.

Certificate List

The certificates page shows all issued certificates. Each entry displays recipient name/email, course, certificate ID, issue date, and status (Active or Revoked).

Filter Options: Search by recipient name, email, course, or certificate ID. Filter by course, date range, or status.

Viewing Certificate Details

Click any certificate to see full details:

• Certificate Preview — Visual preview as it appears to the recipient
• QR Code — Unique QR code linking to the public verification page
• Actions — Download PDF, resend to recipient, or revoke

Issuing Certificates

How to Issue a Certificate:

1. Go to the registration details page for a completed student
2. Click "Issue Certificate" button
3. Select a certificate template (if you have multiple)
4. Optionally customize the completion date
5. Click "Issue" to generate the certificate

The student receives an email with their certificate attached as a PDF and a link to the online verification page.

Revoking Certificates

If you need to invalidate a certificate (e.g., completed in error):

1. Go to the certificate detail page
2. Click "Revoke Certificate"
3. Enter a reason for revocation
4. Confirm the revocation

Generate custom reports to analyze registrations, revenue, attendance, and more. Save report templates for quick access to frequently-used reports.

Reports Dashboard

Available Report Types:

• Registration Report — Export registration data with filters for course, date range, status, and payment status. Great for rosters and mailing lists.
• Payment Report — Financial data including gross revenue, fees, refunds, and net income. Perfect for accounting and tax purposes.
• Attendance Report — Attendance records by course or date range. Shows present/absent/excused for each student.
• Certificate Report — List of issued certificates with recipient info, course, and status.
• Custom Reports — Any combination of data points in your database. If you need something specific, you can build it.

Creating Report Templates

How to Create a Template:

1. Click "+ New Template" on the reports dashboard
2. Give your template a name (e.g., "Revenue Summary")
3. Search or select which columns to include in the export
4. Save the template for future use

Running Reports

How to Run a Report:

1. Click "Run" on any saved template, or use "Quick Report" for one-time viewing or export
2. Apply any filters (date range, course, status, etc.)
3. Click "View Report" to see results on screen or "Export" to download

Exporting Data

All reports export as .csv files with formatted headers (bold and frozen), proper date formatting, and currency formatting for easy totaling in Excel.

Need help? Submit a support ticket and our team will get back to you. Track your tickets and view responses all in one place.

Creating a Ticket

How to Submit a Ticket:

1. Navigate to Support from the sidebar menu
2. Click "+ New Ticket" button
3. Enter a descriptive subject line
4. Describe your issue or question in detail
5. Optionally attach screenshots or files
6. Click "Submit Ticket"

Viewing & Replying

Click any ticket to view the full conversation thread, add replies, and view/download attachments.

Ticket Status

Configure email templates and automated reminder settings for your organization.

Email Configuration

Reply-To Email: When registrants reply to automated emails, responses will go to this address. Leave blank to use your organization's account email.

Automated Reminders

You can configure up to two automated reminders that are sent to registrants before their sessions:

• Reminder 1 — First reminder before session. Toggle on/off and set how many hours before (1-168 hours).
• Reminder 2 — Second reminder closer to session. Toggle on/off and set how many hours before (1-168 hours).

Email Templates

The templates table shows all available email types. For each template you can toggle active status (disabled templates won't be sent) or edit to customize the template name, subject line, and body content.

Editing Email Templates

Click "Edit" on any template to open the editor where you can customize:

• Template Name — The display name shown in your templates list
• Email Subject — The subject line recipients see (supports variables)
• Email Body — Rich text editor with formatting: headers, bold, italic, underline, lists, and links

Using Variables: Each template has its own set of available variables shown in a sidebar. Click any variable to copy it, then paste into your template. Variables use the format {{ $variableName }} and are replaced with actual data when emails are sent.

Configure how registrations work across your organization: pending expiry, waitlist behavior, required fields, and more.

Abandoned Registration Settings

• Abandoned Expiry Time — How long a registration can remain in "pending" status before it expires and the spot is released. Default: 30 minutes.
• Send Reminder Email — Automatically email registrants when their pending registration expires.

Waitlist Settings

• Auto-Invite from Waitlist — When enabled, automatically sends invitations to the next person on the waitlist when a spot opens up.
• Waitlist Invitation Expiry — How long waitlist invitations remain valid before expiring. Default: 24 hours.

Terms & Conditions

Paste in your T&C and we will retain the current formatting. Registrants must accept these terms during checkout.

Embed your course calendar on your website and customize its appearance to match your brand.

Embed Code

How to Embed Your Calendar:

1. Copy the embed code from this page
2. Paste it into your website's HTML where you want the calendar to appear
3. The calendar will automatically display your published courses

Embed Options:

• Calendar View — Interactive calendar showing all published courses. Visitors can click sessions to register.
• Default View — Choose the default calendar view: Month, Week, or List.

Branding Options

• Primary Color — Main accent color for buttons, links, and highlights. Use the color picker or enter a hex code.
• Secondary Color — Supporting color for hover states and accents.
• Organization Logo — Upload your logo to display on the calendar and registration pages (PNG or JPG, max 2MB).
• Allowed Domains — Restrict which websites can embed your calendar. Enter comma-separated domains or leave blank to allow any domain.

Live Preview

The preview section shows exactly how your embedded calendar will appear with your current branding settings. Save your changes to see them reflected in the preview.

Design professional completion certificates with your branding. Create multiple templates for different courses or purposes.

Template List

The templates list shows template name, base style (Classic/Minimal/Modern), certificates issued count, default badge, and action buttons (Preview, Edit).

Creating & Editing Templates

Basic Information:

• Template Name — Internal name for your reference (e.g., "Professional Development Certificate")
• Base Style — Choose a starting design: Classic (traditional), Minimal (clean), or Modern (contemporary)
• Certificate Title — The heading that appears on the certificate (e.g., "Certificate of Completion")
• Body Text — Main text with placeholders for dynamic content

Colors & Branding:

• Primary Color — Main accent color for borders and highlights
• Secondary Color — Supporting color for accents
• Organization Logo — Upload your logo (PNG or JPG)
• Signature Image — Optional signature for the certificate
• Signer Name/Title — Text displayed below the signature

Display Options:

• Show Certificate ID — Display unique certificate number
• Show QR Code — Include QR code for verification

Connect your Stripe account or create a new one to accept payments for course registrations. Payments go directly to your account minus processing fees.

Connection Status

Connecting Your Account

How It Works:

1. Click "Connect Stripe Account" to start the secure setup process
2. You'll be redirected to Stripe to enter your business details
3. Stripe will verify your identity and business information
4. Once verified, you can accept payments immediately
5. Funds are deposited to your bank account on Stripe's payout schedule (typically 2 business days)

When Connected

• Open Stripe Dashboard — View detailed payment history, manage payouts, and configure Stripe settings
• Update Account Info — If Stripe needs additional information or you need to update business details

Fee Structure

• Stripe Processing Fee — 2.9% + $0.30 per transaction (standard Stripe rate, may vary by country)
• ClassManager Platform Fee — 1.5% per transaction

Manage your ClassManager.pro subscription, update payment methods, and view billing history. Available to Owners only.

Current Plan

Subscription Status

Payment Method & Billing History

Click "Open Billing Portal" to open Stripe's billing portal where you can update your payment method, view all invoices, download receipts, and manage billing details.

Cancelling Your Subscription

How to Cancel:

1. Scroll to the "Cancel Subscription" section at the bottom of the page
2. Click "Cancel Subscription"
3. Confirm the cancellation in the modal. We won't give you a hard time, and we offer a 30-day money-back guarantee.

Invite team members to help manage your organization. Assign roles to control what each person can access. Available to Owners only.

Organization Owner

The owner has full access to everything, including billing, subscription management, and team administration. There can only be one owner per organization, and ownership cannot be transferred.

Team Roles

Inviting Team Members

How to Invite:

1. Enter the team member's email address
2. Select a role: Manager or Assistant
3. Click "Send Invite"
4. They'll receive an email with instructions to accept the invitation

Managing Your Team

Member Statuses:

Team Actions: Resend Invitation (if expired), Cancel Invitation (revoke pending), Remove Member (immediate access loss), or Reactivate Member (restore access).