Application docs

Educatify

This is a course registration system that makes it easy for students to search, register and pay for their registration. It saves returning student information to make it easier to re-register for next season. Categorize the courses in different categories.

Educatify Help

Guides for running Educatify: programs, registrations, promotions, reviews and your customers' client portal.

Affiliate institutes (partner portal)

Set up partner institutes that book their own students on your sessions: create the institute, add its users, send the invitation email, and review what they book under the Partner Registrations tab.

Catalog Settings

Configure Educatify for your business: student and program labels, time zone, a registration complete page, course reviews, currency and payment options, and which details the registration form asks for.

Categories

Group programs into categories and subcategories for browsing on your website: create a category, set its image, link, parent and description, control the display order of categories and of the programs inside them, and assign programs.

Client portal: course schedule, receipts and paying a balance

What your customers see on the Courses page of their portal: the session schedule for each student, receipts, and how they pay what they owe online.

Client portal: students

The students saved on your customers' accounts: where customers see them, and how they are added and corrected.

Clients

Look after the people who register with you: find or add a client, edit contact details, set their account password, manage the students under each client, and see their registration history.

Course Attributes

Manage your list of course attributes (custom filters such as level, format or length): order, activate or deactivate them, and fill in values for many programs at once with a CSV upload.

Course attributes (custom filters)

Define custom filters for the public course catalog: pick a label and type, set ranges (for numbers), control where the filter appears, and assign values to courses.

Course Browsing and Registration Guide

How customers browse courses and register: multi-course and multi-student carts, choosing which address, guardian, emergency contact and health card details to collect, payment options, and automatic confirmation on online payment.

Course registration promotions

Detailed guide to course registration promotions: every field, group promotions with Minimum Count, how early-registration and sibling discounts apply automatically, how promo codes combine with them, and how to test a promotion.

Educatify Overview

What Educatify does and where everything lives: the dashboard, registrations, clients and reviews, programs and sessions, promotions, catalog setup, affiliates, and a suggested setup order.

Emailing course registrants with Broadcaster3000

Build a mailing audience from your course registrations - by course, category and timing - that stays up to date by itself.

Embeds

Show a program or a category of programs on any website: where to find the embed codes, the difference between the inline and iframe options, and how to paste them into your site.

Locations

Keep the list of places where your sessions run (title, address, city, country, province and description). Every session needs a location.

Partner portal guide for affiliate institutes

For partner institutes: how to set up your login, register your own students onto a training provider's scheduled sessions, edit a student name, and cancel a booking from the partner portal.

Partner registrations: several sessions and students at once

How affiliate institutes book several students into several sessions in one registration, and where you find their bookings.

Programs

Create and manage programs (courses): title, code, status and description, then sessions with dates, location, price, early-bird tiers and seat limits, plus fees and add-ons, categories, trainers, attributes, reviews, SEO and embed codes.

Promotions

Set up registration discounts: promo codes, dollar or percent amounts, date windows, early-registration and sibling discounts, group promotions with Minimum Count, and how each one applies at checkout.

Registrations

Find, confirm and manage course registrations: the Pending, Confirmed, Archive and Partner tabs, search and course filter, bulk status changes, CSV download, editing a registration, recording payments, and creating phone-in or walk-in registrations.

Reviews

Collect and moderate student reviews: send review invitations, approve, edit or reject reviews in the Pending, Approved and Rejected queues, and control where approved reviews appear on your website.

Sending registrants to a registration-complete page

Optionally send customers to a separate thank-you page after they register, so your advertising and analytics can count the sale.

Trainers

Keep profiles of the people who teach your programs (name, photo and bio), link them to programs, and filter your program list by trainer.

Uploading course attribute values from a spreadsheet

Fill in custom course details such as level, age group or duration for many courses at once with a CSV file, and let visitors filter by them.

Your customers' client portal

What parents and students see in their account on your website (course registrations, receipts, paying a balance, and their students), how they sign in, and what you control from Educatify.
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