Educatify runs your course, class or training business from one place. You publish programs, schedule their sessions, and take registrations and payments on your website. Your customers get an account where they see their registrations and can pay a balance, and partner organizations can book their own students onto your sessions.
How to get there
Open Educatify from your admin applications menu. The first page is the dashboard. The Educatify menu gives you every other screen.
The dashboard
| Card | What it shows |
|---|---|
| Registrations | Confirmed / Pending registrations for sessions that have not ended yet. Each student in each session counts once, so one family registering three children counts as three. |
| Clients | The number of clients who have registered at least once. |
| Programs | Upcoming / Archive programs. |
| Open Date Programs | Programs with at least one session that has no end date. |
Click a card title to jump to that list. Below the cards, Latest 10 Student Registrations lists your newest registrations: click the ID to open the registration, or the program title to see the program on your website. View All Registrations opens the full list.
What is in the menu
| Menu | Use it to | Help article |
|---|---|---|
| Registrations | Review, confirm and edit registrations, record payments, and create phone-in or walk-in registrations. | Registrations |
| Clients → Clients | Look after the people who register (usually the parent or payer) and their students. | Clients |
| Clients → Reviews | Approve, edit or reject student reviews. | Reviews |
| Programs | Create programs and schedule their sessions, prices and fees. | Programs |
| Promotions | Offer promo codes, early-registration and sibling discounts. | Promotions |
| Catalog Setup → Categories | Group programs for browsing on your website. | Categories |
| Catalog Setup → Trainers | Keep trainer profiles you link to programs. | Trainers |
| Catalog Setup → Locations | Keep the places where sessions run. | Locations |
| Catalog Setup → Course Attributes | Add your own filters, such as skill level or format. | Course Attributes |
| Catalog Setup → Settings | Labels, time zone, currency, payment options, required registration fields and reviews. | Catalog Settings |
| Affiliates | Let partner organizations book their own students. | Affiliate institutes (partner portal) |
Suggested setup order
- In Catalog Setup → Settings, set your labels, time zone, currency, payment options and the fields you need on the registration form.
- If you take card payments online, connect your payment gateway under APIs → Payment Gateways.
- Add your Locations and Trainers. Every session needs a location.
- Create your Categories.
- Add your Programs, then add sessions with dates, price and location.
- Put your catalog on your website with the embed codes (see Embeds), or ask us if we host your site.
- Optional: add promotions, course attributes, and turn on reviews.
What your customers see
Visitors browse your programs, pick sessions, add one or more students and pay at checkout; see Course Browsing and Registration Guide. Afterwards they can sign in to their account on your website to see their registrations, print receipts and pay a balance; see Your customers' client portal.