When you log in to your Admin Portal, you'll land on the Dashboard tab automatically. You can also get back to it anytime from the top left of your Admin Screen. The Dashboard has four tabs — Payments, Enrollments, Capacities, and Ratios — each giving you a real-time view of your account.
Payments — Review Transactions at a Glance
The Payments tab shows 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 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 — Track New Enrollees Over Time
Click the Enrollments tab to view the total number of enrollments over the past 7, 30, and 90 days.
The first block at the top shows how many enrollments you had today. The following three boxes show how many enrollees (accounts/enrollments) you've had in the last week, month, and quarter, with charts showing the days you had the most enrollments.
Click Go to Enrollees in any of these boxes to view the new enrollees directly.
Capacities — How Full your Programs and Classes Are
Capacity is the maximum amount that something can contain. Your programs and classes can each have a maximum capacity, and Enrollsy makes it easy to see these at a glance. Here's how.
Choose a Location — Filter capacities by location
Click the Capacities tab. On the left side, you'll see capacities by location. If you have more than one location, use the location selector in the top right of the application to see capacities for each of your programs and classes in each location.
Choose an Enrollment Period — Filter capacities by period
Capacities are organized by location first, then by enrollment period. If you have more than one enrollment period, whichever one is checked is the one capacities are shown for. Check the enrollment period you want to see.
Percentages by Day — View daily capacity at a glance
You'll see a box with a percentage in the middle of the page. This is the current percentage of capacity for all programs at that location. Hover over the i icon on the box to see the percentages by day (the days programs run).
Capacities by Program or Class — Compare capacity across programs and classes
Select the By Program or By Class tab to see capacities from either view. In By Program, you can see program capacities by percentage and the number of enrollees in each program. In By Class, you can see each classroom's capacity at a glance.
Capacity by Program
Capacity by Class
Export Capacities — Download capacity data as a spreadsheet
Click the export icon to export capacities by program or by class to a spreadsheet.
The By Class CSV export includes: class name, class start and end times, total enrolled, total capacity, percentage capacity, instructor name(s), class section lists (if applicable), pick dates (if applicable), and program options.
The By Program CSV export includes: program name, total enrolled, total capacity, and percentage capacity.
Ratios — Monitor Attendance, Activity, and Class Capacity
You can find ratios on the Dashboard, under the Ratios tab. If the Ratios page doesn't show, let us know through the chat box — you may not have this feature turned on. Here's what you can do on the Class Ratios page.
View Attendance — See who's checked in and out
The Ratios page gives administrators and instructors a quick way to see all enrollees checked in or out in one view. You can filter this page by Calendar Dates, Instructor, Class Name, and Program Options (any options you have on your programs).
Enrollee headshots (if uploaded) can be seen here, as well as Instructor headshots.
Instructor Activity — View and post instructor timelines
Instructor activities can be viewed and posted from the Ratios page. Click an instructor's name to see their timeline with any activities. Admins can post activities for instructors here, such as entering and exiting classrooms.
Enrollee Activity — View individual enrollee timelines
You can view any enrollee's timeline here. Click the enrollee's name to open the timeline window, where activities are sorted from newest to oldest. You can also post activities from this window.
Class Activity Timelines — Review a class's full activity history
The Ratios page also lets admin users see a class activity timeline. Similar to an enrollee activity timeline, it 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 — Check enrollment and staffing at a glance
The Ratios page shows, at a glance, the class capacity as well as how many instructors are assigned to that class.
Close Classrooms — Check everyone out with one click
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. This 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 confirm everyone is checked out — you'll be ready to check in quickly the next time class meets.
