Add or Remove a Customer from a Mailing List
Steps for Adding a Customer to a Mailing List Click Customers > Customer List. Search for the Cus
Enter whatever you're curious about and we'll give you a smart summary of the best answers as well as relevant articles.
The Classes module is a powerful and flexible way to present your classes or other recurring events online so that people can pay for them and register to join. You can also bundle any products you have saved in the system along with your classes if it has required materials or items the students will need. As with other data-entry modules (e.g. Products, Calendar, FAQ, etc.), you will enter the data for your classes, and the system will lay them out on the page and automate the content for you.
You should be reading this:
Your Classes module integrates with the system Calendar, and will display upcoming classes as pictured above. Your classes will also display on the full month Calendar view, and visitors will be able to click to view the full details, and pay for the class.
You can get to this part of the system by going to Modules > Classes.
The first part of this process is to make sure you have the Calendar Categories you will need for all of your classes. If you run a relatively small number of classes monthly (i.e. twenty or so), you will probably only need a single Classes category in your Calendar. If you run larger numbers of classes, you might want to split them up into more specific categories.
Help Is Available: If you are unsure what the best setup might be for your classes, please give us a call! We have seven years of experience in helping clients set up for online class sales. 385-404-6200.
Once you have created the Categories you need, you will be ready to begin creating your Classes.
Here is how to create a Class:
When scheduling how a class repeats, you have several options. You will see a sidebar open up for scheduling after you click Repeat Class:
Repeat Once: This option will set the class for a single repeat date only, so it won't be recurring. This one is also useful for irregular scheduling setups that don't repeat well (please call us if you experience issues with the Repeat function).
Repeat Weekly: You can select one or more days for the class to repeat in the week, but understand that the student will be paying one price for whatever you select. If you need the same class to happen on the same day for different groups of students, you will need to do a separate entry for each. For example, you could have a Mountain Climbing 101 - Morning and another one for Afternoon or Evening.
Repeat Every Two Weeks: If a class happens every other week, this is the option you will use, so it will be a single session with an empty week between the repeated classes.
Repeat on a Day of the Month: If you hold your class or event on a certain day each month (e.g. "The 13th of each month, rain or shine!"), you can pick the day of the Repeat and set it to go monthly with this option.
Repeat on a Weekday of the Month: So if you do your class every Second Saturday of the month, for example, you can use this option.
5. The Materials Tab gives you the ability to bundle products with your classes, either as Optional purchases or Required. Click the appropriate button ( None, Optional, or Required) and click the +New Component button to add a new component group. This function works very similarly to the Packages module, allowing you the ability to offer your students options on what material items to buy. You can offer your students options within each component for what they want to buy, or, if you don't want them to pick between different choices, just add single items to each component (for example, if you had four different cuts of fabric and a pattern needed for your class, you could combine them into a Kit using the Assemble Kits module, then you could offer the kit as a single item in one of your Components).
Selecting one product for a Component will require customers to purchase that product. When more than one product, or a product with multiple styles is selected, customers will be able to choose between multiple options when purchasing the package.
Adding a product with multiple styles will automatically make all styles available as a choice for this component. Each style doesn't need to be added separately.
Please Note: Products that are sold by the yard or by the meter are not able to be added individually as Material components. This is because you cannot specify a quantity directly. What you can do is create a Kit product for the class materials component and add appropriate quantities of such products, then you can use the Kit as the Material component.
If you are bundling Materials with your class, the Pricing tab will have this additional functionality:
The tab will list the base price of the class in the Price of Class field, and the total price for the class plus the bundled materials in the Price with Materials field. Your Package deal for the class will always be one set price, and whenever you have optional component items, the student will be able to pick one product for each component group you've made. Please note that the Materials price listed is for ALL Components you created (one product from each Component) and not for individual components, so you need to price appropriately.
7. The Advanced Tab has options for important details about your class. You can set the Skill Level with whatever descriptive text might apply. If the price the students are paying includes any materials or other items, they can be listed in the Materials Included section. The Requirements area allows you to list whatever the student will need for prerequisites and whatever they might need to bring with them for their session(s). You can provide details about the Instructor, and for many organizations it is beneficial to give contact information as well in case the students have questions prior to the class. The Hide Class feature is usually set to 0; this means that the day after the last scheduled session for the class, it will remove itself from your active list automatically. Some organizations like to leave it up for a few weeks afterward, just to see if anyone is interested, and in that case, you would just enter the number of days it would stay on the list after it's finished. 8. Click the Save button at the bottom of the page once you have finished entering the class information. PLEASE NOTE: Your class Image and any content you've loaded into the Long Description may take extra time to upload, so please wait until the upload has completed before moving elsewhere in the system.
It is very easy to add the Classes module to a page, and the module is fully automated, so it will display and manage the data that you have entered for your classes, and will also update in realtime as you add more. Here is how you add the module to your page:
You will now see your list of active Classes on the page, and they will be organized by Calendar Category.
If you don't see any classes but you have already created one or more, you need to make sure each class has a future date in the system in the Dates & Times tab.
The title for the Classes module itself will be at the top of the page, and might look redundant with categories below, so you can rename the module by finding its Module Toolbar and clicking the gear-shaped Settings button (see below).
Steps for Adding a Customer to a Mailing List Click Customers > Customer List. Search for the Cus
Steps for Applying Discounts in the Register Click the Register icon in the upper left of the blue A
Steps for Attaching a Special Order to a Purchase Order Go to Modules > Special Orders, and make