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Admin Documentation
New School Set Up
Admin Documentation
School
Calendar & Announcements
People
Directory
Applicants
Application Process
Courses
Sections
Reports
Forms
Financial Suite
Financial Agreements
Messaging
Analytics
SETTINGS-School Settings
SETTINGS-People Settings
SETTINGS-Course Settings
SETTINGS-Classroom Settings
Support
Admin FAQs
Teacher Documentation
School
Messaging
Forms
Course Sections
Gradebook
Data Copier
Teacher FAQs
Guardian / Student Documentation
School
Course sections (Classes)
Messaging
Financials
Forms
Guardian / Student FAQs
Mobile Devices
User Basics
ClassReach Product Release Notes
2023
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Support Documentation
Admin Documentation
New School Set Up
Admin Documentation
School
Calendar & Announcements
People
Directory
Applicants
Application Process
Courses
Sections
Reports
Forms
Financial Suite
Financial Agreements
Messaging
Analytics
SETTINGS-School Settings
SETTINGS-People Settings
SETTINGS-Course Settings
SETTINGS-Classroom Settings
Support
Admin FAQs
Teacher Documentation
School
Messaging
Forms
Course Sections
Gradebook
Data Copier
Teacher FAQs
Guardian / Student Documentation
School
Course sections (Classes)
Messaging
Financials
Forms
Guardian / Student FAQs
Mobile Devices
User Basics
ClassReach Product Release Notes
2023
Admin Documentation
See all the tools specifically built for you as an admin of a school, from applications and finances to transcripts and school notifications.
School
Setting up for a New School Year
School Documents Overview
Items sent out by notification in ClassReach
Calendar & Announcements
Announcements Overview
Calendar Overview
Viewing the Calendar
Creating/Editing Calendar Events
Print or Create a PDF of the Calendar
FAQ - Can I make an announcement for Teachers only?
FAQ - How do I add an announcement?
FAQ - Can I add an announcement to the Calendar?
FAQ - Who can create announcements?
FAQ: Who can post to the school calendar?
What determines the colors of events/homework on the calendar?
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People
The People Page Overview
Family Overview
Sending Welcome Emails
Creating/Editing a Family
Creating a Person
Editing Persons
Archive a User
Adding Transferred Courses
Admin Permissions Overview
Quick Enroll Your Students
Enrollment and Academic Level Advancement - Deep Dive
FAQ: Who can add families?
FAQ - As an admin, how do I edit a user’s information?
FAQ - How can I remove "blank" families?
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Directory
Viewing Your School Directory
Setting Up Your School Directory
Applicants
Creating a New Applicant
View/Edit Applicants
How do I send an application to a Guest User?
FAQ: How do I find an applicant that I archived?
Application Process
Application Process Video
Application Content Overview Video
Application - Adding a Private Admin Notes Page
Application Fees inside the Application Process
Adding an Application Fee to your Application (outside of the Application Process)
FAQ-Where can I find the application link?
FAQ-How do I Unarchive a Declined or On Hold Application?
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Courses
Courses Overview
Creating/Editing Courses
Archive/Reactivate Courses
FAQ: Why can’t I delete a Course?
FAQ: What's the difference between a Course and a Section?
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Sections
Viewing Sections
Viewing Student/Guardian in Roster
Viewing Grades
Adding a Grade as an Admin
Viewing and Inputting Attendance
Viewing and Inputting Conduct Markings
Viewing and Adding Homework
Viewing and Adding Handouts
Creating Discussion Topics
Creating/Editing Sections
Advancing Sections
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Reports
Reports Overview
Default Report Types
Custom Report Types
Financial Report Types
Create Your First Report - A Simple One
Creating a Custom Report - Walkthrough
Filtering Reports like a Pro
Transcripts - Putting it all together
Troubleshooting a Transcript Report Error
Report Example - New Families
Report Example - Form Responses
Report Example - Class Rank
Report Example - Student Info by Section
Report Example - Guardian Info by Student
Report Example - Grade Report for One or More Years
FAQ: Trouble printing progress reports.
Progress Reports - Putting it all Together
Withdrawing a Student Mid Year
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Forms
Forms Overview Video
Forms Overview
Creating a Form - Step One
Creating a Form - Step Two (Editing a Form)
Adding an Admin to a Form
Creating a Form Workflow
Viewing and Working with Form Responses
Add Payments to Forms
Reactivating a Form
Form Examples - Family Re-enrollment Form
FAQ: My school has multiple administrators, when one administrator creates a form the others cannot see it. How do we allow all administrators to see all forms created?
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Financial Suite
Financial Suite Overview
Financial Summary Page
Financial Settings Page
Stripe - Payment Processor Initial Setup
Stripe - using the Dashboard
Check Payments Feature
Past Due Invoices
Financial Accounts and Categories
Payment Plans
Using AutoPay for Financial Payments
Financial Suite-Enrolling Customers
Viewing Customer Financial Information
Adding Charges to Individual Accounts
Adding Charges via Transaction Batches
Adding Payments
Viewing, Editing and Printing Invoices
Financial Correspondence
Financial Rules
FAQ: How do I require Autopay for everyone, but remove it for selected families?
FAQ - Can my school take ACH payments and disable Credit Cards?
FAQ - How often are Past Due Invoice emails sent to financial customers?
FAQ - Can I remove a specific charge from one or multiple invoices?
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Financial Agreements
Financial Agreement Creation - Video
Financial Agreement Process - Video
Financial Agreement Process – Basics
Financial Agreement - Fee Rules
Financial Agreement - Example -Tuition-only
Financial Agreement - Example - Tuition by Academic Level
Financial Agreement - Example - Tuition by course
Financial Agreement -Example - School Fees
Financial Agreement - Discount Rules
Financial Agreement - Example - Multi-Student Discount
Financial Agreement - Example -Teacher Discount
Financial Agreement - Can I add another or amend it?
FAQ - What if My Financial Agreement Shows Total Amount $0 and no line items?
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Messaging
Messages Overview
Sending Messages
Viewing Messages and Customizing your Inbox
FAQ: How do I forward a message within ClassReach?
FAQ-How do I delete messages?
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Analytics
Analytics Overview
Finance Analytics
Administration Analytics
SETTINGS-School Settings
Data Copier - Copying Lesson Plans
Settings Overview
School Settings Overview
Editing Basic School Information
Login Page Settings
Input Billing Information
Creating/Editing Academic Levels
Creating/Editing Academic Terms
Grading Units
Data Copier Basics for Admins
Data Copier - Copying Academic Terms
Data Copier - Copying Sections
Data Copier - Copying Grading Unit Groups
Data Copier - Copying Grading Units
Importing Users and Courses
FAQ - Why should I lock an Academic Term?
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SETTINGS-People Settings
People Settings Overview
Viewing/Editing People Forms
Editing Application Emails
Editing Application Confirmation Settings
Editing Application Affirmation
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SETTINGS-Course Settings
Course Settings Overview
Creating / Editing Course Options
Course Registration Part 1 - Creating/Editing the Registration Process
Course Registration Part 2 - Creating/Editing Offered Courses
Creating/Editing Departments
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SETTINGS-Classroom Settings
Classroom Settings Overview
Creating / Editing Attendance Markings
Class Rank Settings
Creating / Editing Classrooms
Creating / Editing Conduct Items
Creating/Editing GPA Scales
Creating/Editing Gradebook Settings
Editing Transcript Settings
Why would a teacher be unable to take attendance?
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Support
ClassReach Support Feature
Admin FAQs
FAQ - Who can archive and reactivate students?
FAQ-How can schools take attendance once per day instead of for every section?
FAQ-Why can't I see current courses on a Transcript
FAQ-Why does my Form ask for a student's section for each response?
FAQ - How do I Unlock a User Account?
FAQ: How do I reactivate a student after archiving them?
FAQ: How do I view all the members of a family?
FAQ: Admin or Teacher trying to start an account for their student, can't find their last name in list of Families?
FAQ: As an Admin, how can I view all the teachers in my school?
FAQ: How do we keep all students enrolled in their courses from one grading term to the next without re-entering in all of their information?
FAQ: How do I reduce the number of notifications I get every day?
FAQ: I have documents all typed up, how do I get them into ClassReach without having to re-type them?
FAQ - Can I setup Skill-based or Standards-based Grading?
FAQ-What do Parents need to set up for the next Financial Year?
FAQ-How does a student get enrolled in the next Academic Year?
FAQ-Accessing a New Student Application for an Already Enrolled Family.
FAQ - How can I see who needs to be sent a Welcome Email?
FAQ - What is a Welcome Email?
FAQ-Why am I not seeing some of the options described in the documentation?
FAQ - How do I create and send a Welcome Email?
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