# Classcard Help Center

> Help center for Classcard

## Getting Started

- [Set Up Your Organization in Classcard](https://helpdesk.classcardapp.com/en/articles/11424565-set-up-your-organization-in-classcard.md): Set up your organization: fill in business details, add student IDs, select currency, and set working hours and leaves.
- [Set Up Event Reminders](https://helpdesk.classcardapp.com/en/articles/15955272-set-up-event-reminders.md): Learn how to set up automatic email reminders for upcoming classes and events, either as a default for all events, or on a per-event basis.
- [Manage Locations](https://helpdesk.classcardapp.com/en/articles/11410829-manage-locations.md): Learn how to add, edit, group, and manage business locations efficiently, making it easier for customers to find and book your classes.
- [Add and Manage Holidays](https://helpdesk.classcardapp.com/en/articles/11425506-add-and-manage-holidays.md): Effortlessly add, import, duplicate, and delete holidays while creating or repeating classes to avoid overlaps.
- [Email Alerts for Staff & Students](https://helpdesk.classcardapp.com/en/articles/11426629-email-alerts-for-staff-students.md): Customize notifications by category for students and staff with clear toggles and recipient visibility.
- [Manage Access Levels for Staff Profiles](https://helpdesk.classcardapp.com/en/articles/11426795-manage-access-levels-for-staff-profiles.md): Easily control staff authorizations with detailed access settings across key business operations.
- [Word Customization for your Academy](https://helpdesk.classcardapp.com/en/articles/11430522-word-customization-for-your-academy.md): Personalize your dashboard by customizing default words to match your organization’s terminology.
- [Create a New Class in Classcard](https://helpdesk.classcardapp.com/en/articles/11430557-create-a-new-class-in-classcard.md): Easily create a class - customize details, staff, location, and reminders to suit your scheduling needs.

## Manage your offerings

- [Adding a Subject](https://helpdesk.classcardapp.com/en/articles/11426708-adding-a-subject.md): Easily add subjects to your online catalog with customizable names, durations, pricing, and trial options to streamline class setup.
- [Adding a Category](https://helpdesk.classcardapp.com/en/articles/11426788-adding-a-category.md): Add and organize categories to structure your classes and subjects for better display and booking on your online page.
- [Add a Product](https://helpdesk.classcardapp.com/en/articles/11430665-add-a-product.md): Easily add new products, set categories, variations, and pricing in your catalog, and enable inventory tracking for better management.
- [Using Product Add-ons](https://helpdesk.classcardapp.com/en/articles/11430694-using-product-add-ons.md): Boost online sales with product add-ons in packages. Offer optional or mandatory add-ons and adjust prices for seamless booking.
- [Creating a Package](https://helpdesk.classcardapp.com/en/articles/11425505-creating-a-package.md): Create, customize, and sell multi-session packages with add-ons, registration fees, and flexible validity on your online booking page.
- [Edit or Archive a Package](https://helpdesk.classcardapp.com/en/articles/11430724-edit-or-archive-a-package.md): Learn how to edit or archive packages in your catalog quickly, keeping your offerings up to date and organized for better management.
- [How to Manage Registration Fees](https://helpdesk.classcardapp.com/en/articles/11426818-how-to-manage-registration-fees.md): Learn how to create, manage, and apply registration fees to packages, invoices, and online bookings for better revenue management.
- [Setting up Location Rentals](https://helpdesk.classcardapp.com/en/articles/11426994-setting-up-location-rentals.md): Set up facilities for rental with pricing, peak hours, photos, add-ons, and custom fields, and enable online bookings for easy reservations.
- [Setting Up a Facility](https://helpdesk.classcardapp.com/en/articles/11427058-setting-up-a-facility.md): Maximize facility usage by nesting smaller locations within a larger space, enabling flexible rentals and optimized bookings.

## Manage your Classes

- [Edit Class Details](https://helpdesk.classcardapp.com/en/articles/11430732-edit-class-details.md): Learn how to edit single or recurring classes with ease—update staff, timing, location, and repetition patterns seamlessly.
- [Make up Classes](https://helpdesk.classcardapp.com/en/articles/11430801-make-up-classes.md): Learn how to set up and enroll students in make up sessions for missed classes.
- [Create a Repeating Class](https://helpdesk.classcardapp.com/en/articles/11430864-create-a-repeating-class.md): Easily schedule recurring classes with flexible repeat options to save time. Customize timings, staff, location, and reminders in one go.
- [Custom Fields for Classes](https://helpdesk.classcardapp.com/en/articles/11430987-custom-fields-for-classes.md): Create and manage custom questions for your classes to personalize student enrollment and collect essential info on your booking page.
- [Extending an Event](https://helpdesk.classcardapp.com/en/articles/11431354-extending-an-event.md): Easily extend or shorten class durations with a simple drag action on the calendar.
- [Duplicating a Class](https://helpdesk.classcardapp.com/en/articles/11431570-duplicating-a-class.md): Easily duplicate a class to save time and maintain consistency. Customize details and publish it for quick student enrollment.
- [Editing a Subject](https://helpdesk.classcardapp.com/en/articles/11431639-editing-a-subject.md): Easily edit subjects and categories to keep your course catalog up to date.
- [Archiving or Deleting a Subject](https://helpdesk.classcardapp.com/en/articles/11431684-archiving-or-deleting-a-subject.md): Learn how to archive or delete subjects with ease. Archive for future use or permanently delete when no longer needed.
- [Online Classes](https://helpdesk.classcardapp.com/en/articles/11431807-online-classes.md): Easily schedule and conduct your classes online with Classcard's seamless integration of Lessonspace, Zoom, or any custom meeting link.
- [Track and Adjust Inventory](https://helpdesk.classcardapp.com/en/articles/11431914-track-and-adjust-inventory.md): Track and manage product inventory with ease—update stock levels, set low-stock alerts, and record supply details efficiently.
- [How to Bulk Cancel Events](https://helpdesk.classcardapp.com/en/articles/11569348-how-to-bulk-cancel-events.md): Easily bulk cancel classes/events scheduled on a day via the Calendar or Settings menu. Choose to cancel all, some, or none of the events.
- [Deleting a Class](https://helpdesk.classcardapp.com/en/articles/13787326-deleting-a-class.md): Easily delete a class, along with its future repetitions and previously scheduled instances, as preferred.

## Billing and Subscriptions

- [Editing Taxes on Invoice Line Items](https://helpdesk.classcardapp.com/en/articles/16629737-editing-taxes-on-invoice-line-items.md): Learn how to add or remove tax on individual line items directly while editing an invoice
- [Add a New Invoice](https://helpdesk.classcardapp.com/en/articles/11432931-add-a-new-invoice.md): Easily create, customize, and schedule invoices for classes, packages, or products, including discounts, taxes, and email options.
- [Cancel or Delete an Invoice](https://helpdesk.classcardapp.com/en/articles/11462717-cancel-or-delete-an-invoice.md): Easily cancel or delete invoices to correct errors or remove duplicates, ensuring your billing remains accurate and organized.
- [Edit an Invoice](https://helpdesk.classcardapp.com/en/articles/11462761-edit-an-invoice.md): Edit invoices easily—update dates, items, quantities, prices, and more—keeping billing accurate and customizable for your needs.
- [Invoice Format](https://helpdesk.classcardapp.com/en/articles/11462831-invoice-format.md): Customize your invoices with business details, payment terms, discounts, and notes to enhance professionalism and streamline billing.
- [Download an Invoice PDF](https://helpdesk.classcardapp.com/en/articles/11462881-download-an-invoice-pdf.md): Easily download invoices as PDFs in 3 steps for record-keeping and sharing, ensuring smooth financial management.
- [Invoice Credit Balance](https://helpdesk.classcardapp.com/en/articles/11462889-invoice-credit-balance.md): Add invoice credits to student accounts for easy payment adjustments, and let customers view and apply credits during online bookings.
- [Bulk Invoicing](https://helpdesk.classcardapp.com/en/articles/11462930-bulk-invoicing.md): Quickly bulk invoice students or batches for classes, packages, or products, and streamline your billing process.
- [Creating Installment Plans](https://helpdesk.classcardapp.com/en/articles/11463077-creating-installment-plans.md): Easily set up installment plans on invoices and your online booking page, giving customers flexible payment options with reminders.
- [Transferring Sessions and Managing Validity](https://helpdesk.classcardapp.com/en/articles/11463632-transferring-sessions-and-managing-validity.md): Easily transfer or adjust student sessions between subjects or from other systems by editing invoices.
- [Billing Settings](https://helpdesk.classcardapp.com/en/articles/11928205-billing-settings.md): Customize your invoice by configuring your billing settings.
- [Bulk Payment Reminders & Payment Link](https://helpdesk.classcardapp.com/en/articles/11463679-bulk-payment-reminders-payment-link.md): Easily send bulk email payment reminders and combine invoices into a single transaction for better financial management and tracking.
- [Recording a Payment](https://helpdesk.classcardapp.com/en/articles/11469310-recording-a-payment.md): Easily record full or partial payments against invoices with custom payment modes, dates, and notes for better billing tracking.
- [Recording a Part Payment](https://helpdesk.classcardapp.com/en/articles/11469807-recording-a-part-payment.md): Learn how to record partial payments on invoices, track balances, and capture details like payment mode and notes.
- [How to Issue a Refund](https://helpdesk.classcardapp.com/en/articles/11463721-how-to-issue-a-refund.md): Quickly process refunds for payments on invoices to correct errors or handle changes, ensuring accurate billing and customer satisfaction.
- [Adding Payment Modes](https://helpdesk.classcardapp.com/en/articles/11469829-adding-payment-modes.md): Easily add, manage, and reorder custom payment modes in Classcard to streamline payments and match your preferred options.
- [How to Issue a Credit Note](https://helpdesk.classcardapp.com/en/articles/11468641-how-to-issue-a-credit-note.md): Issue credit notes to adjust invoices for missed classes or errors, ensuring accurate billing and smooth future payments.
- [Adding a Subscription](https://helpdesk.classcardapp.com/en/articles/11470402-adding-a-subscription.md): Create, manage, and customize recurring subscriptions with automatic renewals, discounts, and pause/end options for flexible billing.
- [Adding and Managing Taxes](https://helpdesk.classcardapp.com/en/articles/11470367-adding-and-managing-taxes.md): Add, edit or delete taxes anytime, and set default taxes easily to simplify billing and compliance.
- [Issuing Discount Coupons](https://helpdesk.classcardapp.com/en/articles/11469959-issuing-discount-coupons.md): Boost sales by creating customizable coupons for discounts—set percentage or fixed discounts, redemptions, and item-specific rules.

## Online Booking

- [Online Booking Page](https://helpdesk.classcardapp.com/en/articles/11461032-online-booking-page.md): Set up a customizable branded booking page that showcases your classes, one-on-ones, packages, courses, team, and about us sections.
- [Setting up a Custom Domain/Subdomain for your Online Booking URL](https://helpdesk.classcardapp.com/en/articles/11457910-setting-up-a-custom-domain-subdomain-for-your-online-booking-url.md): Set up a custom domain or subdomain for your Online Booking URL, allowing clients to access your booking page with a branded web address.
- [Adding URL as a Mobile/Web App](https://helpdesk.classcardapp.com/en/articles/11461422-adding-url-as-a-mobile-web-app.md): Easily add your booking URL as a progressive web app on iOS and Android to enable quick home screen access for seamless booking.
- [Student Portal](https://helpdesk.classcardapp.com/en/articles/11457753-student-portal.md): Manage the Student Portal for students to easily access their accounts via a dedicated URL accessible from the Online Bookings menu.
- [How to Customize the Appearance of your Online Booking Page](https://helpdesk.classcardapp.com/en/articles/13039344-how-to-customize-the-appearance-of-your-online-booking-page.md): Customize the look and feel of your online booking page to align with your brand identity.
- [Publishing Classes Online](https://helpdesk.classcardapp.com/en/articles/11457918-publishing-classes-online.md): Easily publish stand-alone or repeating classes online—customize class details and set booking preferences.
- [One-on-One Classes](https://helpdesk.classcardapp.com/en/articles/11461076-one-on-one-classes.md): Set up and customize one-on-one classes for online booking by enabling subjects, assigning staff, and adjusting working hours.
- [Publishing Courses](https://helpdesk.classcardapp.com/en/articles/11461154-publishing-courses.md): Easily bundle files into courses and publish them on your online booking page.
- [Publishing Packages](https://helpdesk.classcardapp.com/en/articles/11461125-publishing-packages.md): Publish packages on your online booking page. Set optional descriptions and apply limits by validity or sessions.
- [Online Session Redemption](https://helpdesk.classcardapp.com/en/articles/11461230-online-session-redemption.md): Enable session redemption to allow students to use valid, unused sessions from previously purchased packages during online booking.
- [Class Booking Wizard](https://helpdesk.classcardapp.com/en/articles/11457892-class-booking-wizard.md): Streamline the online booking process by guiding customers through Location, Subject, and Age filters for personalized class selection.
- [Default Language on Your Online Booking Page](https://helpdesk.classcardapp.com/en/articles/11456791-default-language-on-your-online-booking-page.md): Set the default language for your online booking page for a localized booking experience.
- [Online Booking Contact Options](https://helpdesk.classcardapp.com/en/articles/11461427-online-booking-contact-options.md): Boost your online booking page engagement by adding customizable contact options like Call, Message, WhatsApp, and Email.
- [Setting Up Custom Events on Google Tag Manager \(GTM\)](https://helpdesk.classcardapp.com/en/articles/11457198-setting-up-custom-events-on-google-tag-manager-gtm.md): Set up custom event tracking on Google Tag Manager for Google Analytics or Ads tracking and configure triggers for key actions.
- [How to Manage Waitlisting](https://helpdesk.classcardapp.com/en/articles/11456757-how-to-manage-waitlisting.md): Enable and manage waitlists to simplify class enrollment by allowing students to join a waiting list when spots are full.
- [Online Booking Cancellation](https://helpdesk.classcardapp.com/en/articles/11461407-online-booking-cancellation.md): Allow students to cancel their bookings between a specified cut-off time by enabling class cancellation.

## Manage Students, Batches, and Forms

- [Enrolling a Student](https://helpdesk.classcardapp.com/en/articles/11430744-enrolling-a-student.md): Easily enroll students into classes—single, multiple, or recurring—while creating, editing, or managing ongoing sessions.
- [Mass Emailing Students](https://helpdesk.classcardapp.com/en/articles/11430821-mass-emailing-students.md): Easily send bulk emails to all students or specific segments with personalized subject lines, content, and test emails.
- [Create Student Segments](https://helpdesk.classcardapp.com/en/articles/11430882-create-student-segments.md): Easily segment students by enrollment, location, schedule, and more, enabling efficient organization and targeted communication.
- [Merging Duplicate Students](https://helpdesk.classcardapp.com/en/articles/11430900-merging-duplicate-students.md): Merge duplicate student profiles easily, consolidating data into a single primary profile while deleting unnecessary duplicates.
- [Notes and Tasks for Students](https://helpdesk.classcardapp.com/en/articles/11430919-notes-and-tasks-for-students.md): Add notes and assign tasks directly from the student's profile page, with the option to mention team members and set reminders.
- [How to Cancel a Student from a Class](https://helpdesk.classcardapp.com/en/articles/11431599-how-to-cancel-a-student-from-a-class.md): Cancel students from classes easily—choose early or late cancellation, ensuring accurate billing and attendance tracking.
- [Adding a Student](https://helpdesk.classcardapp.com/en/articles/11431711-adding-a-student.md): Easily add students manually, via registration link, online sign-up, or bulk import; customize details and streamline enrollments.
- [Editing/Modifying Student Profile](https://helpdesk.classcardapp.com/en/articles/11432206-editing-modifying-student-profile.md): Easily view and edit student profiles, including personal details, academic info, and invoices, to keep student records organized.
- [Removing/Deleting a Student](https://helpdesk.classcardapp.com/en/articles/11432253-removing-deleting-a-student.md): Easily delete a student from your records in a few clicks, keeping your student list clean and up-to-date.
- [Reset Password for a Student Profile](https://helpdesk.classcardapp.com/en/articles/11432228-reset-password-for-a-student-profile.md): Reset student passwords easily via email, bulk sends, or self-service—keeping login access smooth and hassle-free for students.
- [Marking Class Attendance](https://helpdesk.classcardapp.com/en/articles/11432258-marking-class-attendance.md): Easily mark attendance on Classcard’s web or mobile app, with options for class notes, individual comments, and attendance statuses.
- [Add and Manage Guardians](https://helpdesk.classcardapp.com/en/articles/11883476-add-and-manage-guardians.md): Add and manage guardians of students for better account management and quicker access to guardian details.
- [Adding a Batch](https://helpdesk.classcardapp.com/en/articles/11455756-adding-a-batch.md): Group students into batches by level, year, or age; easily create and manage batches, add students, and track progress.
- [Promoting Students](https://helpdesk.classcardapp.com/en/articles/11455771-promoting-students.md): Promote students to the next level by duplicating or adding them to a new batch, streamlining academic progress tracking.
- [Editing/Deleting a Batch](https://helpdesk.classcardapp.com/en/articles/11455777-editing-deleting-a-batch.md): Easily edit or delete student batches to keep your records updated and accurate for efficient management.
- [How to Send a Student-Specific Form Link](https://helpdesk.classcardapp.com/en/articles/11455815-how-to-send-a-student-specific-form-link.md): Keep student records updated by sending individual or bulk student form links, allowing easy data collection and management.
- [Using Student Forms](https://helpdesk.classcardapp.com/en/articles/11455860-using-student-forms.md): Easily customize student registration forms with essential fields, share links, or embed them on your website for seamless data collection.
- [Embedding Student Forms](https://helpdesk.classcardapp.com/en/articles/11456208-embedding-student-forms.md): Embed your student registration form on your website effortlessly to streamline student sign-ups and improve registration efficiency.
- [Updating Terms and Conditions](https://helpdesk.classcardapp.com/en/articles/11456212-updating-terms-and-conditions.md): Add terms and conditions and optional notes to sign-up forms, making signature input required for smooth online bookings.

## Staff Profiles

- [Adding a Staff Member](https://helpdesk.classcardapp.com/en/articles/11461526-adding-a-staff-member.md): Add teaching or non-teaching staff by entering details, assigning roles, and managing permissions. Customize staff profiles.
- [Editing a Staff Profile](https://helpdesk.classcardapp.com/en/articles/11461972-editing-a-staff-profile.md): Easily edit and update staff profiles to keep staff records accurate and up to date.
- [Archiving and Restoring Staff Members](https://helpdesk.classcardapp.com/en/articles/11461989-archiving-and-restoring-staff-members.md): Archive or restore staff profiles without losing records. Revoke access while retaining history for payroll and reporting needs.
- [Removing/Deleting a Staff Member](https://helpdesk.classcardapp.com/en/articles/11462017-removing-deleting-a-staff-member.md): Easily delete a staff member from your Classcard account. Consider archiving instead of deleting to retain records.
- [Assigning Roles to Staff Profiles](https://helpdesk.classcardapp.com/en/articles/11462030-assigning-roles-to-staff-profiles.md): Assign or update staff roles for better team management. Define roles and optimize team workflows by setting clear responsibilities.
- [Edit Staff Working Hours](https://helpdesk.classcardapp.com/en/articles/11462064-edit-staff-working-hours.md): Set staff availability by adding individual working hours and shifts to ensure accurate, time-zone-based scheduling and bookings.
- [Reset Password for a Staff Profile](https://helpdesk.classcardapp.com/en/articles/11462079-reset-password-for-a-staff-profile.md): Learn how owners or staff can quickly reset Classcard passwords via the dashboard or login page in just a few clicks.
- [Adding Staff Pay Rates](https://helpdesk.classcardapp.com/en/articles/11462117-adding-staff-pay-rates.md): Easily set fixed or percentage-based pay rates for staff by subject to streamline payroll and align pay with class revenue.
- [Run Payroll](https://helpdesk.classcardapp.com/en/articles/11462127-run-payroll.md): Easily calculate teaching staff salaries by per class or per student payout methods. Enable pro-rata to adjust payouts.
- [How to Use Blocked Time](https://helpdesk.classcardapp.com/en/articles/11462155-how-to-use-blocked-time.md): Learn how staff can reserve one-time or recurring unavailable blocks for breaks or non-working hours to avoid scheduling conflicts.
- [Staff Leave Management](https://helpdesk.classcardapp.com/en/articles/11462180-staff-leave-management.md): Learn how teachers, staff, and admins can easily apply for leave via their profiles by selecting dates, leave type, and an optional reason.

## Manage Leads, Trials and Forms

- [Adding a Lead](https://helpdesk.classcardapp.com/en/articles/11477054-adding-a-lead.md): Easily add and manage leads using four methods: manually, via a registration form, online booking, or sign-up.
- [Customizing Lead Profiles](https://helpdesk.classcardapp.com/en/articles/11477468-customizing-lead-profiles.md): Easily update and personalize lead details. Add custom fields to capture unique data.
- [Customizing Lead Stages](https://helpdesk.classcardapp.com/en/articles/11477481-customizing-lead-stages.md): Easily manage and customize your lead stages to track and convert prospects efficiently.
- [Convert a Lead to a Student](https://helpdesk.classcardapp.com/en/articles/11477512-convert-a-lead-to-a-student.md): Convert a lead into a student manually. Leads also become students automatically when they enroll in a class or purchase a session/package.
- [Enrolling a Lead](https://helpdesk.classcardapp.com/en/articles/11477049-enrolling-a-lead.md): Learn how to enroll leads into a class, whether you're creating a new class or adding them to an existing one via the Calendar.
- [Reminders on Tasks \(Leads\)](https://helpdesk.classcardapp.com/en/articles/11477040-reminders-on-tasks-leads.md): Easily manage and collaborate on leads by adding notes and assigning tasks directly from a lead’s profile.
- [Offering Trial Classes](https://helpdesk.classcardapp.com/en/articles/11476993-offering-trial-classes.md): Offer and manage trial classes on your online booking page to boost conversions and attract new students.
- [Merging Duplicate Leads](https://helpdesk.classcardapp.com/en/articles/11456224-merging-duplicate-leads.md): Easily merge duplicate or outdated lead profiles in your admin dashboard to maintain clean, accurate data on your Classcard account.
- [Create Lead Segments](https://helpdesk.classcardapp.com/en/articles/11478126-create-lead-segments.md): Easily segment your leads using filters like stage, interest, owner, and date fields for better organization and targeted follow-ups.
- [Embedding Lead Forms](https://helpdesk.classcardapp.com/en/articles/11478120-embedding-lead-forms.md): Easily embed a customized lead registration form on your website to capture student inquiries seamlessly.
- [Using Lead Forms](https://helpdesk.classcardapp.com/en/articles/11477578-using-lead-forms.md): Easily customize and share student enquiry forms to capture prospect details efficiently.

## Manage Files and Courses

- [Adding a File](https://helpdesk.classcardapp.com/en/articles/11462543-adding-a-file.md): Upload or embed resources like videos and documents, tag them for easy search, and share with students/staff for efficient learning.
- [Adding a Course](https://helpdesk.classcardapp.com/en/articles/11462562-adding-a-course.md): Create and sell online courses by bundling files, managing categories, and customizing visibility for easy booking and student access.

## Assign Grades

- [Adding Grades](https://helpdesk.classcardapp.com/en/articles/11476973-adding-grades.md): Add grades for tests - set details, select students, assign grades, publish results for easy evaluation.
- [Adding a Grade Scale](https://helpdesk.classcardapp.com/en/articles/11477483-adding-a-grade-scale.md): Create custom grading scales with numeric or letter grades, set passing marks, and define grade weights to match your assessment needs.
- [Edit or Delete a Grade Scale](https://helpdesk.classcardapp.com/en/articles/11477809-edit-or-delete-a-grade-scale.md): Edit or delete grade scales easily to keep your grading setup updated and consistent.
- [Add Sections to a Gradebook](https://helpdesk.classcardapp.com/en/articles/11477827-add-sections-to-a-gradebook.md): Add sections to gradebook templates to divide subjects into subtopics, enabling detailed grading for better learning insights.
- [Creating a Grading Template](https://helpdesk.classcardapp.com/en/articles/11477848-creating-a-grading-template.md): Create reusable grading templates with grade scales and subjects to streamline assessment processes and ensure consistency.
- [Rubrics Grade Marking](https://helpdesk.classcardapp.com/en/articles/11477897-rubrics-grade-marking.md): Set up non-numeric grade scales with rubrics, weights, and criteria to assess students’ progress based on attributes like skills.
- [Add Skill Tracks, Levels and Skills](https://helpdesk.classcardapp.com/en/articles/14706427-add-skill-tracks-levels-and-skills.md): Organise student assessments by building skill tracks with structured levels and individual skills that reflect your academy's curriculum.

## Automation

- [Building Custom Automations](https://helpdesk.classcardapp.com/en/articles/11477946-building-custom-automations.md): Automate tasks with triggers and actions like sending emails, creating tasks, or updating profiles, saving time and boosting productivity.
- [Common Automation Workflow Examples](https://helpdesk.classcardapp.com/en/articles/11478006-common-automation-workflow-examples.md): Learn common workflow examples to automate tasks like feedback emails, welcome messages, and parking instructions, saving time and effort.
- [Set Up your AI Chat Assistant](https://helpdesk.classcardapp.com/en/articles/14003360-set-up-your-ai-chat-assistant.md): Enable Classcard's AI Chat Assistant to automate responses to common inquiries from students and parents.
- [How to Start a Chat](https://helpdesk.classcardapp.com/en/articles/15948235-how-to-start-a-chat.md): Learn how to start a personal or group chat with students directly from the Classcard dashboard, via Classcard chat or WhatsApp.

## Integrations

- [Google Calendar Integration](https://helpdesk.classcardapp.com/en/articles/15456399-google-calendar-integration.md): Sync your Classcard calendar with Google Calendar so that any classes or events you add on Classcard automatically appear in your Google Calendar.
- [Connecting Your AI Assistant to Classcard](https://helpdesk.classcardapp.com/en/articles/16783679-connecting-your-ai-assistant-to-classcard.md): Connect any MCP-compatible AI assistant \(Claude, ChatGPT, Cursor, and others\) to your Classcard institution to access students, staff, invoices, calendar, and more directly from your AI client.
- [Direct WhatsApp Integration](https://helpdesk.classcardapp.com/en/articles/14003397-direct-whatsapp-integration.md): Directly integrate WhatsApp Business with Classcard to send automated updates and reminders to students and parents through pre-approved templates.
- [Lessonspace Integration](https://helpdesk.classcardapp.com/en/articles/11478140-lessonspace-integration.md): Integrate Lessonspace with Classcard to generate links for virtual classes, enabling seamless video conferencing and online teaching.
- [Zoom Integration](https://helpdesk.classcardapp.com/en/articles/11478196-zoom-integration.md): Integrate Zoom with Classcard to schedule and manage online classes easily, including recordings, calendar sync, and student reminders.
- [MyFatoorah Integration](https://helpdesk.classcardapp.com/en/articles/11481259-myfatoorah-integration.md): Integrate MyFatoorah with Classcard using a simple API key setup, enabling smooth online payment management for your business.
- [Network International \(N-Genius\) Integration](https://helpdesk.classcardapp.com/en/articles/16246506-network-international-n-genius-integration.md): Integrate Network International's N-Genius payment gateway with Classcard to accept online payments across the Middle East and Africa.
- [PayNow Integration](https://helpdesk.classcardapp.com/en/articles/11481301-paynow-integration.md): Integrate PayNow with Classcard for real-time payments and easily record accepted transactions to streamline your billing process.
- [Stripe Integration](https://helpdesk.classcardapp.com/en/articles/11481359-stripe-integration.md): Integrate Stripe with Classcard by adding API keys for seamless online payments and secure transactions for your business.
- [PayTabs Integration](https://helpdesk.classcardapp.com/en/articles/11481334-paytabs-integration.md): Easily integrate PayTabs with Classcard using API keys for seamless payment processing—set up in minutes and start accepting payments.
- [Telr Integration](https://helpdesk.classcardapp.com/en/articles/11481395-telr-integration.md): Easily integrate your Telr payment gateway with Classcard to securely accept online payments with simple configuration steps.
- [CCAvenue Integration](https://helpdesk.classcardapp.com/en/articles/11481372-ccavenue-integration.md): Integrate CCAvenue with Classcard to process payments online; follow simple steps to whitelist URLs, enter codes, and set up webhooks.
- [Razorpay Integration](https://helpdesk.classcardapp.com/en/articles/11481413-razorpay-integration.md): Easily integrate Razorpay with Classcard to accept, process, and disburse payments for bookings and classes.
- [PayU Integration](https://helpdesk.classcardapp.com/en/articles/11481419-payu-integration.md): Easily integrate PayU with Classcard to enable secure online payments for a seamless customer checkout experience.
- [HitPay Integration](https://helpdesk.classcardapp.com/en/articles/11481486-hitpay-integration.md): Integrate HitPay with Classcard to accept and manage payments seamlessly using API keys and secure payment processing.
- [Paymennt Integration](https://helpdesk.classcardapp.com/en/articles/11481528-paymennt-integration.md): Easily integrate Paymennt with Classcard for seamless online payments using API keys from the Paymennt app.
- [Paystack Integration](https://helpdesk.classcardapp.com/en/articles/11481554-paystack-integration.md): Integrate Paystack with Classcard easily using API keys and webhooks to enable global payments for your business.
- [QFPay Integration](https://helpdesk.classcardapp.com/en/articles/11524922-qfpay-integration.md): Learn how to seamlessly integrate QFPay with Classcard to enable secure digital payments for your classes and services.
- [TotalPay Integration](https://helpdesk.classcardapp.com/en/articles/11579509-totalpay-integration.md): Learn how to integrate TotalPay with your Classcard account to streamline online payments.
- [Postpay Integration](https://helpdesk.classcardapp.com/en/articles/11483925-postpay-integration.md): Enable Postpay integration to let customers split payments into 3 interest-free installments, boosting affordability and sales.
- [Tabby Integration](https://helpdesk.classcardapp.com/en/articles/11483916-tabby-integration.md): Integrate Tabby with Classcard to let customers split payments into four interest-free installments, simplifying the checkout process.
- [Zoho Books Integration](https://helpdesk.classcardapp.com/en/articles/11483933-zoho-books-integration.md): Integrate Zoho Books with Classcard to sync items, taxes, and payment methods for seamless accounting and financial management.
- [Xero Integration](https://helpdesk.classcardapp.com/en/articles/11483941-xero-integration.md): Easily integrate Classcard with Xero to sync items, taxes, and payments, ensuring smooth accounting and inventory management.
- [WhatsApp Integration \(via Twilio\)](https://helpdesk.classcardapp.com/en/articles/11483863-whatsapp-integration-via-twilio.md): Set up WhatsApp alerts with Twilio for automated reminders, invoices, and receipts to keep students informed and engaged.
- [Zapier Integration](https://helpdesk.classcardapp.com/en/articles/11483872-zapier-integration.md): Connect Classcard with 5,000+ apps via Zapier using API keys to automate tasks like emails and CRM updates, boosting efficiency.

## Student guide

- [How to Download the PWA on Android and iOS](https://helpdesk.classcardapp.com/en/articles/11483962-how-to-download-the-pwa-on-android-and-ios.md): Learn how to install the Classcard Progressive Web App \(PWA\) on Android and iOS devices for faster access and a smoother user experience.
- [How Students Can Access Materials Shared by Staff Members](https://helpdesk.classcardapp.com/en/articles/11483967-how-students-can-access-materials-shared-by-staff-members.md): Learn how students can access shared learning materials—individual files or bundled courses—via the Classcard web app \(PWA\).
- [How Students Can Cancel a Class](https://helpdesk.classcardapp.com/en/articles/11483977-how-students-can-cancel-a-class.md): Learn how students can easily cancel their class bookings on the Classcard website.
- [How Students Can Redeem Classes](https://helpdesk.classcardapp.com/en/articles/11483990-how-students-can-redeem-classes.md): Learn how students can easily redeem voluntarily cancelled, admin-removed or package-purchased missed classes using the PWA \(web app\).
- [How To Sign in With a Student Account Added by the Academy Without a Set Password](https://helpdesk.classcardapp.com/en/articles/11484009-how-to-sign-in-with-a-student-account-added-by-the-academy-without-a-set-password.md): Learn how to sign in to your student account on the website or PWA when added by your academy without a pre-set password.
- [How to Add Multiple Students to the Institution's Booking Page](https://helpdesk.classcardapp.com/en/articles/11484013-how-to-add-multiple-students-to-the-institution-s-booking-page.md): Easily add multiple students/siblings to your institution’s booking page via web or app. Switch profiles and manage each account smoothly.
- [How Students Can Download PDF Invoices](https://helpdesk.classcardapp.com/en/articles/11484036-how-students-can-download-pdf-invoices.md): Students can easily access, view, and download PDF invoices for sessions or packages on both the website and PWA.
- [How to Navigate Through the Online Bookings Page](https://helpdesk.classcardapp.com/en/articles/11484044-how-to-navigate-through-the-online-bookings-page.md): Learn how students can navigate the Online Bookings page, helping them manage class schedules, invoices, attendance, and more in one place.
- [How Students Can Waitlist Themselves for a Class](https://helpdesk.classcardapp.com/en/articles/11484050-how-students-can-waitlist-themselves-for-a-class.md): Learn how students can easily waitlist themselves for full classes on the Classcard website.
- [One-on-One Multiple Bookings](https://helpdesk.classcardapp.com/en/articles/11484071-one-on-one-multiple-bookings.md): Easily allow customers to book multiple one-on-one sessions with packages and recurring options through your online booking page.
- [How Students Can View Their Bought Packages](https://helpdesk.classcardapp.com/en/articles/11484081-how-students-can-view-their-bought-packages.md): Learn how students can easily view their purchased packages on the Classcard PWA.
- [How Students Can Enroll for Make-Up Sessions](https://helpdesk.classcardapp.com/en/articles/11484088-how-students-can-enroll-for-make-up-sessions.md): Learn how students can easily book available make-up sessions via the online booking page using their session balance.
- [How Students Can View Invoices](https://helpdesk.classcardapp.com/en/articles/11484095-how-students-can-view-invoices.md): Learn how students can quickly view, download, and pay their invoices via the Classcard PWA.
- [How to Redeem the Sibling Code Shared with the Parent](https://helpdesk.classcardapp.com/en/articles/11484100-how-to-redeem-the-sibling-code-shared-with-the-parent.md): Learn how parents can redeem sibling discount codes during checkout for multiple student bookings.
- [How Can a Student Share a File from Their End with the Academy/Institute?](https://helpdesk.classcardapp.com/en/articles/11484103-how-can-a-student-share-a-file-from-their-end-with-the-academy-institute.md): Learn how students can easily upload and share files with their academy or a specific staff member via the Classcard platform.
- [How a Student can Book Classes/Packages](https://helpdesk.classcardapp.com/en/articles/11484122-how-a-student-can-book-classes-packages.md): Learn how students can easily book classes or packages online, view booking details, apply discounts, and choose to pay now or later.
- [How to Navigate the Student App](https://helpdesk.classcardapp.com/en/articles/11484137-how-to-navigate-the-student-app.md): Learn how to use the Student App to view your class schedule, access invoices, attendance, and shared resources, and explore classes.
- [How a Student Can Initiate, View and Reply to Chats](https://helpdesk.classcardapp.com/en/articles/11484170-how-a-student-can-initiate-view-and-reply-to-chats.md): Learn how students can easily initiate, view and reply to chats with staff, both via the website and the web app.
- [How a Student Can View Their Attendance Summary](https://helpdesk.classcardapp.com/en/articles/11484211-how-a-student-can-view-their-attendance-summary.md): Learn how students can easily check their attendance summary and detailed class attendance across the website, PWA, and student app.
- [How Students Can View the Calendar](https://helpdesk.classcardapp.com/en/articles/11484220-how-students-can-view-the-calendar.md): Learn how students can easily access and navigate their class schedules by viewing the calendar on both the website and the app \(PWA\).
- [How Students can Self Check-in](https://helpdesk.classcardapp.com/en/articles/11484245-how-students-can-self-check-in.md): Learn how students can easily self check-in for their classes via the student PWA.
- [How students can apply invoice credit balances](https://helpdesk.classcardapp.com/en/articles/11484249-how-students-can-apply-invoice-credit-balances.md): Students can now easily view their available credits and use them at checkout to reduce the payable amount while purchasing classes.
- [How Parents Can Switch Between Student Profiles and View Siblings](https://helpdesk.classcardapp.com/en/articles/14286567-how-parents-can-switch-between-student-profiles-and-view-siblings.md): Add siblings under the same student account and seamlessly navigate between student profiles.

## Reports

- [How to Access Reports](https://helpdesk.classcardapp.com/en/articles/13285006-how-to-access-reports.md): Track performance, monitor operations and growth, and make data-driven decisions with Classcard's comprehensive reports.
- [How to Access Dashboards](https://helpdesk.classcardapp.com/en/articles/13714719-how-to-access-dashboards.md): Get a complete visual overview of your academy's sales, student and staff activity with Classcard's dashboards.