Customers, students and enrollments
Contacts, adding students, enrolling them by hand, and leads.
A contact is the adult who signs in, pays and gets the messages (a parent or guardian). Each contact has one or more students.
Add a contact by hand
Customers who register on your storefront are created for you. To add one yourself, open Contacts and choose Add Contact. Enter the First Name, Last Name, Email and Phone, and choose their Communication Preferences. Tick Text (SMS) notifications only if they asked for texts: they then get a one-time confirmation text.
The contact page
- Students: the children or adults they enroll.
- Communications: every email and text sent to them, including STOP and START replies.
- Orders & Invoices: what they have bought and paid, and New Invoice to bill them.
- Payment Methods: cards on file, and Add Payment Method.
- Agreements: the policies they accepted.
- Notes: private notes for your staff.
Enroll a student yourself
- 1Open the contact, then the student, and choose to enroll
- 2Choose the Program TypeSemester Class or Camp / Event.
- 3Pick the semester and class, or the camp
- 4Add a Coupon Code or Gift Card Code(s) if they have them
- 5Take paymentCharge a card on file, or tick Record Offline Payment and choose Cash, Zelle and so on if the family paid you directly.
The family is emailed an enrollment confirmation and a receipt, and texted if they opted in.
Leads & Inquiries
People who ask about your classes through your site appear under Leads & Inquiries. Track each one (new, contacted, waiting for a reply, not interested, converted) so nobody is forgotten.