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How To Articles
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- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- How to Use Mass Check-In
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
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How To Videos
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- Video: Intro Billing Training
- Video: How to Set Up the Inventory
- Video: The Payments Dashboard
- Video: The Billing Dashboard
- Video: Vault Invite
- Video: Adding a Vault Item
- Video: Creating an Invoice
- Video: Invoicing Dashboard
- Video: Invoice Details
- Video: How to Refund a Transaction
- Video: Switch from Classic Billing to New Finances Orientation
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Getting Started
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FAQs / Best Practices
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
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2023 Finances Uplift
Each student can have their own user account and view their information, such as attendance and memberships. Students can also watch videos or download documents (as long as they are the appropriate program and rank) in the Media Library if they have a student user account. (If you’re using the new student profile view, you can create a student user account with one click.)
Note: The student MUST have a valid email entered in their profile to receive a student user account invitation.
Click the following link to watch the video on inviting students to a user account.
Click here for an overview of the new student experience for the updated Member Portal.
To send a student user invitation to existing students (Classic):
1. Click Quick Links on the left panel, click Students, and then click Student Invites.
The Student Invites page shows all students’ progress within the invitation stages, including Registered, Pending, Eligible for Invite, and Ineligible for Invite. This page allows the site administrator or employees to oversee and manage the progress of a student invitation.
2. Click Eligible for Invite to view students who have a valid email address, but have not yet received an invitation to set up their student user account.
3. Select the student(s) you want to invite to set up a user account by clicking the check box(es) on the right side of the page. You can also click the Check All link near the top to quickly select all eligible students.
4. (Optional) If desired, type a message to include in the invitation in the Add a Personal Message field; you can also deselect the check box(es) for any items that you do NOT wish students to see.
5. Click the Send Invitations button.
To see the status of sent invitations (Classic):
1. Click Quick Links on the left panel, click Students, and then click Student Invites.
2. Click Pending to view students who have been sent an invitation, but who have not yet created a student user account.
3. (Optional) You can re-send invitations to students by clicking the Send Invitation Email Again link to the right of the student’s name.
To view the students that do not have a valid email (Classic):
1. Click Quick Links on the left panel, click Students, and then click Student Invites.
2. Click on Ineligible for Invite.
Students with invalid or missing email addresses appear in the Ineligible for Invite list.
3. If you have the student’s email address, click their name in the list to go to their student profile.
4. Click Edit Student.
5. Scroll down and click Add Contact Information.
6. Enter the email address in the Email Addresses field.
7. Click the Update Student button.
8. You can then go back to the Eligible for Invite list (see the steps above) and send the student an invitation.