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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
Calendar & Announcements
- Announcements Overview
- Calendar Overview
- Viewing the Calendar
- Creating/Editing Calendar Events
- Print or Create a PDF of the Calendar
- SMS Texting Alert Feature
- 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?
- FAQ - What determines the colors of events/homework on the calendar?
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
- Student Schedules
- 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?
Directory
Applicants
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?
Course Registration
Courses
Sections
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 - Grade Report for One or More Years
- Report Example - Lunch Form Responses
- FAQ: Trouble printing progress reports.
- Progress Reports - Putting it all Together
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
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
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?
Messaging
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?
- FAQ - How do I pay a past due/ errored school subscription invoice?
SETTINGS-People Settings
SETTINGS-Course Settings
SETTINGS-Classroom Settings
Support
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?
- FAQ - How are attendance markings counted?