Q: Add a New Invoice

To add a new invoice: <ol> <li>Click on the Invoices option on the left main menu.</li> <li>Select the Invoices heading, and click on the Add Invoice button.</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/94794699eae4d000/d749c781-d28e-4411-8437-948ea9_4unkk5.gif" alt="" /> Related Articles: <ul> <li><a href="https://help.classcardapp.com/en/article/sessions-and-validity-while-invoicing-12h3y9w/">Sessions and Validity while Invoicing</a></li> </ul>

Question 1

Customizing Invoices

Accepted Answer

On Classcard, an Invoice is broken into three parts:

Header (bearing your business and tax information and logo).
Body (generated while invoicing).
Footer.

To customize any of this information, follow the below steps:

Click on Setup.
Click on the Invoice Format tile under Invoicing

😎Bonus: You can select your rounding off preference for totals and Classcard will keep track of the values rounded in all your reports.

Question 2

Zoom Integration

Accepted Answer

Zoom is a cloud video conferencing and simple online meetings app - widely used for teaching online.

Integrate Zoom with Classcard:

Step 1: Connecting to Zoom

Head over to the Setup main menu option, in your Classcard account, and click on Zoom (Setup > Integrations > Zoom).

Click the Connect to Zoom button. You will be re-directed to login to your Zoom account (do note that this step is skipped - in case you are already logged in).

Authorize the integration by clicking the button - Authorize.

On successfully authorization, you will be re-directed by to the Zoom integration page.

Step 2: Zoom Settings

Tick the box to enable the desired Zoom setting.

Enable Join Before Host
Allowing your students to join the meeting before you. If you have waiting rooms enabled, that will override the Join Before Host setting, and your students will be sent to a waiting room, rather than being allowed to join before you.
Mute participants upon entry
Will default your student's audio to mute upon entering the meeting.
Enable waiting room, more info here
Only authenticated users can join. Sign in to Zoom.
Students would be required to sign into Zoom to attended the meeting.
Use Persona

Question 3

Adding a Grade Scale

Accepted Answer

It is important for us to be creative with the way we grade our assessments. Good thing is that Classcard empowers you to create your very own brand new grading scales.

To add a grade scale, follow the steps below:

Click Setup on the left main menu.
Click on the Grade Scales tab.
Click the Add New Grade Scale button.

Alternatively, while adding an assessment , on selecting the grade scale - the first option would be to create a new grade scale.

Grade scale examples:

Rachel runs a playschool. She likes to keep parents engaged and so she relays progress to every parent. Her feedback typically is whether the child is improving, stagnating, or excelling.

To create such a grade scale, Rachel would use the following inputs:
a. Name: Baby Steps
b. Numeric: No
c. Value (1st row): Excellent (Range Start: 80, Range End: 100)
Value (2nd row): Good (Range Start: 50, Range End: 79)
Value (3rd row): Stagnant (Range Start: 0, Range End: 49)
d. Lowest Acceptable: Stagnant
e. Usage: Marking daily student progress
Donna is a well known private tutor for competitive exams. She grades her students on a percentage scale; 0% being the lowest score and 100%

Question 4

Add a New Invoice

Accepted Answer

To add a new invoice:

Click on the Invoices option on the left main menu.
Select the Invoices heading, and click on the Add Invoice button.

Related Articles:

Sessions and Validity while Invoicing

Question 5

Adding a Staff Member

Accepted Answer

Adding staff members, both teaching and non-teaching, is easy on Classcard. Add a new member with the click of a button, define their role, and you are all set!

Once you add a new member, they receive an email invite for joining the Classcard team. You'll be notified once they jump in.

To add a staff member, follow the steps below:

Click on the Staff option in the left main menu
Click the Add Staff button

Alternatively,

Click on Setup in the left main menu
Click the Staff Members tile under Team
Click the Add Staff button

Related Articles

Managing Access Levels for Staff Profiles

Question 6

Online booking page

Accepted Answer

Every Classcard account comes with a free Booking Page - a public-facing web page that lists your classes, subjects, and availability.

loom: setup online booking

To personalize your online booking web address, follow the below steps:

Navigate to the Setup main menu option
Click the Online Booking tile
Input your Booking Page URL

Check on or off any sub-pages that you would like to have displayed on your booking page, these include:
Team page
About us
Your current website
Privacy policy
Terms and Conditions 💡 The Booking Page URL is the .reportcard.site web address you can use to access your Booking Page. You can customize the first part of this web address to make it easier to memorize and promote.

Booking option 1 Allowing customers to book time with teaching staff for the subject desired as per the teaching staff member's calendar availability.

🚨 Important: Please make sure your staff's teaching subjects and working hours are set up appropriately.

Booking option 2 Publishing scheduled classes to your online booking page.

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