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Programs

Print Nametags

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You can export your complete Participant list, including Coaching assistants, Guests short term Makeups in order to generate your Name Tags for a class. Export Names from OS 1. Go to Programs, and select the program you would like to work with 2. Click on the Attendance and Awards tab 3. Click Print Nametags 4. […]

Coaching Assistants

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Assign Coaches to a Program from the Program itself, or directly from the individual’s Profile, under their Registration tab. NOTE: An individual must existing in the Address Book in order to be a Coach. Assign a Coaching Assistant 1. If the individual does not exist in your Address Book, create a New Contact and add […]

Waitlist Participants

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When a Program has reached it’s maximum capacity, you will be unable to register a participant directly. If you try to register a Participant for a class that is full, you may see the following message: “This class is full. Please contact admin to put the participant on a waitlist.” How do I know how […]

Product Setup

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In order to setup your Programs, you will need to define your company Products andProduct Groups. Manage Products Products can be managed at the Admin Panel, by clicking on Products. You will notice your Products will be categorized by Product Group Example of Product Group: DCC, Leadership, Presentations, etc. Expanding a Product Group will give […]

Class Graduation Roster

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The Graduation Roster is your Class Roster once your class has been officially graduated. In addition to the standard Roster information, the Graduation Roster will have: Class Graduation Percentage Graduation status for each Participant To generate your Graduation Roster, open your graduated program and click Print Roster

Graduate a Class

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When a class has completed their final session and Attendance has been confirmed, you are ready to officially graduate a class! Graduate a Class Open your Program to graduate, and go to the Attendance and Awards Tab 1. Review the class attendance to make sure it’s correct. Scroll down to below the Attendance table and […]

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