Support Documentation

Back to home

Support Documentation

Admin Documentation

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 as notifications in ClassReach

Helping a user with login issues

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?

SMS Texting Alert Feature - BETA Testing

See more

People

The People Page Overview

Family Overview

People, Users, Roles, Status, Forms and Reports

Sending Welcome Emails

Creating/Editing a Family

Creating a Person

Editing Persons

Archive a User (including un-enrolling students)

Adding Transferred Courses

Admin Permissions Overview

Quick Enroll Your Students

Enrollment and Academic Level Advancement - Deep Dive

Withdrawing a Student Mid Year

FAQ: Who can add families?

FAQ - As an admin, how do I edit a user’s information?

FAQ - How can I remove "blank" families?

See more

Directory

OLD--Viewing Your School Directory

OLD--Setting Up Your School Directory

Directory (NEW) - Configuration

Directory (NEW) - Admin Viewing & Usage

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?

FAQ-How does an existing family add a new student to their family in ClassReach?

See more

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?

See more

Course Registration

Course Registration - Overview

Course Registration Part 1 - Creating/Editing the Registration Process

Course Registration Part 2 - Creating/Editing Offered Courses

Course Registration Part 3 - Registration Payments

Courses

Courses Overview

Creating/Editing Courses

Courses - Enforcing Course Capacity

Archive/Reactivate Courses

FAQ: Why can’t I delete a Course?

FAQ: What's the difference between a Course and a Section?

See more

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

See more

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

Report Example - Lunch Form Responses

FAQ: Trouble printing progress reports.

Progress Reports - Putting it all Together

See more

Forms

Forms Overview Video

Forms Overview

Creating a Form - Step One

Creating a Form - Step Two (Editing a Form)

Forms - Conditional Logic

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

Form Examples - Lunch Form

Form Examples - Donation Form

User receiving notifications after a form has been submitted

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?

FAQ-Why can't all my ClassReach users see a form I have created?

FAQ - Should I use a Guest Form?

Workflow Demo Video

See more

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

Refunding a Payment

Processing a Full Refund of an Online Payment (via ClassReach)

Processing a Partial Refund of an Online Payment (via ClassReach)

Processing a Full Refund of a Check Payment

Processing a Partial Refund of a Check Payment

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?

FAQ - what is the Link option showing up when I enter a payment method

What are the Financial Rules?

FAQ - Can I create a separate invoice for each student's tuition?

Stripe-Gravity Comparison

See more

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 - Example - Splitting Charges between Two Financial Families

Financial Agreement - Discount Rules

Financial Agreement - Example - Multi-Student Discount

Financial Agreement - Example -Teacher Discount

Financial Agreement - Can I edit or delete it?

Financial Agreement - Can I add another or amend it?

FAQ - What if My Financial Agreement Shows Total Amount $0 and no line items?

See more

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?

Creating a Messaging Group

See more

Analytics

Analytics Overview

Finance Analytics

Administration Analytics

SETTINGS-School Settings

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 Grading Unit Groups

Data Copier - Copying Grading Units

Data Copier - Copying Sections

Data Copier - Copying Lesson Plans

Importing Users and Courses

FAQ - Why should I lock an Academic Term?

See more

SETTINGS-People Settings

People Settings Overview

Viewing/Editing People Forms

Editing Application Emails

Editing Application Confirmation Settings

Editing Application Affirmation

See more

SETTINGS-Course Settings

Course Settings Overview

Creating / Editing Course Options

Creating/Editing Departments

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?

See more

Support

ClassReach Support Feature

Admin FAQs

FAQ: How do I reduce the number of notifications I get every day?

FAQ-Why can't I see current courses on a Transcript

FAQ - Who can archive and reactivate students?

FAQ-How can schools take attendance once per day instead of for every section?

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: 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 - Can we hide grades?

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?

FAQ - Why are my ClassReach Notifications emails coming from another person?

FAQ - What does the Academic Term Dropdown List do?

FAQ - How does an admin record an Incomplete grade?

FAQ - Can I move a financial transaction to the next financial school year?

See more