When you first log in to your Admin Portal, you will automatically be on the "Dashboard" tab. This can also be found at the top left-hand side of your Admin Screen.
Payments
The Dashboard > Payments tab is also a great place to see an overview of all payments that have come through today and over the past 7, 30, and 90 days. Under each date range total, select "Go to Report" to see the details of all daily transactions. Transactions include all payments (cash, check, ACH, and credit card), refunds, and charges.
Click on the dates in the left corner to change the date range. You can export the data into an Excel spreadsheet or print it as a PDF or on a printer.
Enrollments
Click on the Enrollments tab to view the total number of Enrollments in the seven days, 30 days and 90 days,
The first block at the top shows how many Enrollments you had today. The following three boxes show how many Enrollees (Account/Enrollments) you have had in the last week, month, and quarter. You can see in the charts the days or dates when you had the most enrollments.
You can click "Go to Enrollees" in any of these boxes to view the new enrollees directly.
Capacities
Capacity is the maximum amount that something can contain. Your Programs and Classes can have a maximum Capacity. Enrollsy makes it super easy to see these Capacities at a glance. Here's how.
Choose Location - Click on the Capacities tab. On the left side, you will see Capacities by Location. If you have more than one Location, you can use the Location selector in the top right of the application to see the Capacities for each of your Programs and Classes in each Location.
Choose Enrollment Period - Capacities are organized by Location first, then by Enrollment Period. If you have more than one Enrollment Period, whichever one you have checked will be the one Capacities are shown for. Just check the Enrollment Period you want to see.
Percentages by Day - You'll see a blue box with a percentage in the middle of the page. This is the current percentage of Capacity for all Programs at that Location. Hovering over the "i" on the box will show you the percentages by day (days Programs run).
Capacities by Program/Class - You can also see your Capacities by Program or Class by selecting the appropriate tab. In the By Program section, you can see Program Capacities by percentage, and the number of Enrollees enrolled in each Program.
In the By Class section, you can see each Classroom's Capacities at a glance.
Export Capacities - Click the export icon to export the Capacities by Program or by Class to a spreadsheet.
The following information can be viewed on the "By Class" CSV export:
Class name
Class start & end times
Total enrolled
Total capacity
Percentage capacity
Instructor name(s)
Class section lists (if applicable)
Pick dates (if applicable)
Program Options
The following information is found on the "By Program" CSV export:
Program name
Total enrolled
Total capacity
Percentage capacity
Ratios
One of the places you can find Ratios is on the Dashboard > Ratios tab. (If the Ratios page does not show, let us know via the chat box. You may not have this feature turned on).
Why is the Class Ratios page significant? Here is what you can do on the Class Ratios page.
View Attendance
First, the Ratios page gives Administrators and Instructors a quick and easy way to see all Enrollees who are checked in or out in one view. You can filter this page by any of the following:
Calendar Dates
Instructor
Class Name
Program Options (any options you have on your Programs)
Enrollee headshots (if uploaded) can be seen here, as well as Instructor headshots.
Instructor Activity
Instructor Activities can be viewed and posted from the Ratios page. Click on the Instructor's name to see their timeline with any Activities. Admin can post Activities for Instructors here, such as Entering and Existing Classrooms.
Entering & Exiting Classroom
Instructors can not only view any Class they are assigned to, but can "Enter" a Class and have their presence in the Class recorded and counted towards the ratio for the Class. When they leave the Class, they can "Exit" similarly. If they "Enter" a second Class before "Exiting" the first Class, they will be automatically "Exited" from the first Class.
Enrollee Activity
Third, you can view any Enrollee's timeline here. Just click on the Enrollee's name to open the timeline window where you can view their Activities sorted from newest to oldest. You can also post Activities in this window as well.
Class Activity Timelines
The Ratios page also allows Admin users to see a Class Activity timeline. This timeline, similar to an Enrollee Activity timeline, shows all Instructor "Enters" and "Exits" as well as other Classroom Activities, such as Room Transfers.
Admin users can also post notes and photos to the Class Activity timeline for historical purposes.
Class Capacity
The Ratios page shows at a glance the Class capacity, as well as how many Instructors are assigned to that class.
Close Classrooms
Lastly, the Ratios page lets you close your Classes with a button. Closing a Class checks out every Enrollee from the Class and causes all Instructors, who have entered the Classroom, to exit.
Closing the Class gives you a clean slate for the next Class time and saves you or your Instructors from having to search Classes in the app to make sure everyone is checked out and will be able to check in the next time Class meets quickly.
