Classcard

Create, manage, and customize recurring subscriptions with automatic renewals, discounts, and pause/end options for flexible billing.

Adding a Subscription

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Everything you need to know about creating a Subscription

Subscriptions

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Set Up Your Organization in Classcard

Set Up Event Reminders

Setting Up Academic Terms on Classcard

Manage Locations

Add and Manage Holidays

Email Alerts for Staff & Students

Manage Access Levels for Staff Profiles

Word Customization for your Academy

Create a New Class in Classcard

Getting Started

Manage your offerings

Adding a Subject

Adding a Category

Subjects and categories

Add a Product

Using Product Add-ons

Products

Creating a Package

Edit or Archive a Package

How to Manage Registration Fees

Packages

Setting up Location Rentals

Setting Up a Facility

Locations

Edit Class Details

Make up Classes

Create a Repeating Class

Custom Fields for Classes

Extending an Event

Duplicating a Class

Editing a Subject

Archiving or Deleting a Subject

Online Classes

Track and Adjust Inventory

How to Bulk Cancel Events

Deleting a Class

Manage your Classes

Editing Taxes on Invoice Line Items

Billing and Subscriptions

Add a New Invoice

Cancel or Delete an Invoice

Edit an Invoice

Invoice Format

Download an Invoice PDF

Invoice Credit Balance

Bulk Invoicing

Creating Installment Plans

Transferring Sessions and Managing Validity

Billing Settings

Invoices

Bulk Payment Reminders & Payment Link

Recording a Payment

Recording a Part Payment

How to Issue a Refund

Adding Payment Modes

How to Issue a Credit Note

Payments

Adding and Managing Taxes

Issuing Discount Coupons

Coupons and taxes

Online Booking

Online Booking Page

Setting up a Custom Domain/Subdomain for your Online Booking URL

Adding URL as a Mobile/Web App

Student Portal

How to Customize the Appearance of your Online Booking Page

Publishing Classes Online

One-on-One Classes

Publishing Courses

Publishing Packages

Online Session Redemption

Managing Classes and Packages

Class Booking Wizard

Default Language on Your Online Booking Page

Online Booking Contact Options

Setting Up Custom Events on Google Tag Manager (GTM)

Personalizing the Booking Experience

How to Manage Waitlisting

Online Booking Cancellation

Waitlisting and Cancellations

Manage Students, Batches, and Forms

Enrolling a Student

Mass Emailing Students

Create Student Segments

Merging Duplicate Students

Notes and Tasks for Students

How to Cancel a Student from a Class

Adding a Student

Editing/Modifying Student Profile

Removing/Deleting a Student

Reset Password for a Student Profile

Marking Class Attendance

Add and Manage Guardians

Students

Adding a Batch

Promoting Students

Editing/Deleting a Batch

Batches

How to Send a Student-Specific Form Link

Using Student Forms

Embedding Student Forms

Updating Terms and Conditions

Student forms

Staff Profiles

Adding a Staff Member

Editing a Staff Profile

Archiving and Restoring Staff Members

Removing/Deleting a Staff Member

Assigning Roles to Staff Profiles

Edit Staff Working Hours

Adding, editing, deleting