Feature Overview
A brief overview of each available feature and what they are used for:
- Dashboard - A home base for viewing recent activity.
- Classes - For managing all aspects of your organization's classes, including creating new classes, duplicating repeating ones, customizing forms and waivers, and assigning instructors.
- Templates - The term for Classes that are offered over and over. Think of it as a framework you set up to be able to use for scheduling purposes to set that class at different times with minimal editing each time.
- Locations - This is where you can set up addresses for places you offer classes.
- Instructors - This is where you can manage instructor bios that are attached to classes.
- Waivers - This is where you can view and search the people who have agreed to your waiver as a part of the class registration process.
- Registrations - This is where you can see the most recent registrations as well as searching across all of your class registrations over all time.
- Invoices - For creating and automating payment tracking and reminders.
- Discounts - For creating customized discount opportunities or special offers for your organization.
- Gift Cards - For allowing customers to purchase prepaid organization credit that recipients can redeem for classes or invoices.
- Users - For organizing and searching for any person who has a ClassDuo account with your organization.
- Organization - For general settings and app customization, including modifying membership settings, configure waitlist options, customize messaging copy, and create perks for users.
Definitions
USERS
Users are anyone at your organization who has a login for ClassDuo using an email address and password. These are typically organization managers and instructors.
The class functionality does not automatically create each participant as a ClassDuo user. An organization sends out a Public Class Page where people can register for classes without becoming a ClassDuo user (having to create a login).
USER TAGS
Tags can be used to help organize users and automatically assign perks. Tags can even be automatically assigned when a user registers by sending them a custom link.
NAVIGATE TO: Organization > User Tags, then Users > All Users > User Sign Up Links > User Self Sign Up, click Customize Link and select which tag(s) to use
ACCOUNT FUNDS
Account funds are an account balance that is held for a particular user in the ClassDuo app. If a user has account funds, they are always used first before a credit card would be charged for things like class registrations, or invoices.
Users can get account funds in a few different ways:
- From a Gift Card - if a user receives a gift card from someone, they could add to their Account Funds and apply to class or something else in ClassDuo.
- From a Organization Manager - sometimes a staff member needs to and can give (or take away) users' account funds to spend at your organization. Some orgs utilize this to compensate volunteers, make up for a mistaken charge, etc. Note: can sometimes complicate bookkeeping, so make sure to check with your accountant!
NAVIGATE TO: Users > All Users > select user you want to give funds to > under Account Funds, select Add, Remove, or Modify