This knowledge article will cover:
- Step 1 - Log in & configure your CPR Platform settings.
- Step 2 - Setup your Landing Page.
- Step 3 - Setup your Locations.
- Step 4 - Setup your Payment Gateway Configurations.
- Step 5 - Setup your Courses and see the other functionalities.
- Step 6 - Setup your Classes and see the other functionalities.
- Additional Info - Take a look at our helpful hints and tips.
Step 1 - Log into your new account & setup Settings:
- Log into your new account with your username and password:
- After you log in you will be navigated to the Main Home Page where you will see your Dashboard.
- Scroll down to Settings -> Configurations:
- Build out your Configurations:
- Have the configurations set like this:
- Have the configurations set like this:
- Course Cover Image - You can choose to turn it on and off, but we suggest to turn it on via green radio button.
- You will see a Success pop up message box like this.
- Click Ok.
- Color - Select any color to set your color scheme for your Registration Page and overall branding.
- Set your Privacy and Refund Policies alongside your Terms and Conditions.
- Once you have finalized all the Configurations Settings click Save and you will see a Success pop up message like this:
- Click Ok.
- Click Ok.
Congratulations you have completed Step 1!
Step 2 - Landing Page:
- Upload your company logo in the Logo field to display in your Registration Portal Page.
- Add your social links:
- Google My Business - Google Ads
- Ensure to type in your Company Name within Classes Tab Name like the example below:
- Then click Save.
- Then click Save.
- After clicking Save you should see a Success pop up message like the example below:
- Click Ok.
- Click Ok.
Congratulations you have completed Step 2!
Step 3 - Locations:
- Navigate to Locations under Settings and click Add New
- If you have an Office location:
- Type in your Office Name under Name.
- Type in your Office Address under Address.
- Scroll down and click Create.
- You will see a Success pop up message to confirm that a Location is created.
- Click Ok.
- You can create Client and Office Locations via this method.
- You can create as many Locations.
- You can also click Import Excel to import your locations.
- You will need the following fields in your Excel Sheet; Name, Abbreviation, Directions, Actions.
- You will need the following fields in your Excel Sheet; Name, Abbreviation, Directions, Actions.
Congratulations you have completed Step 3!
Step 4 - Payment configurations:
The current supported electronic payment methods are:
- Stripe
- Square
- PayPal
***NOTE***
You cannot connect Square and Stripe together:
- You can combine the following payment methods:
- Stripe and PayPal
- Square and PayPal
- Under the Stripe section click Configure Details:
- Connect your payment gateways by inserting your Publishable Key and Secret Key API Keys from API:
- You can obtain your Publishable and Secret Keys from the Stripe/Paypal/Square Developer API settings.
- Click Save to save the changes.
- You should see a Success pop up message like this:
- Click Ok.
- Click Ok.
- To activate the payment gateway in the Registration Portal toggle the radio button to green:
Congratulations you have completed Step 4!
Step 5 Courses:
- Navigate to Courses -> Courses and click Add New:
- In the Create Course:
- Click on the Select From Template drop down menu.
- Select base templates such as AHA/ASHI/American Red Cross.
- Select the base template associated with the particular course:
- The base template has generic information that can be edited.
- Fill in / Upload information including:
- Price
- Pictures
- Description
- Confirmation email
- Verify and finalize the information about the course then click Create.
- A Success pop up message will appear to confirm that Course is created:
- Click Ok.
- Click Ok.
- Your Courses will be listed like the example below:
- You can add as many Courses.
- You can add as many Courses.
- When there are 2 or more Courses, click Sort Course to organize the order/listing of the Courses appearing within webpage:
- A Success pop up message will appear to confirm that Course is sorted.
Congratulations you have completed Step 5!
Step 6 Classes:
- Navigate to Classes -> Classes and click Add New
- In Create Class page, navigate to Course field and click the drop down menu to select the Course we created in Step 5:
- Set your Location field:
- Either Office or Client Side created in Step 3.
- Either Office or Client Side created in Step 3.
- Set your Instructor field:
- Click on the small icon in Date field, calendar pop up box will appear to select a date as shown in the example below:
- Set the AM/PM time of the class in From and To fields:
- Set the other details for the Class:
- Price
- Total Hours
- Max Students
- Set the Listing field:
- Close registrations - 0 means day off, will accept class registrations up to the day of the class.
- Include in the public class catalog - turn on if you would like to include close registration information in the public class catalog.
- Public Notes - Specific to this class, any public class notes needed for the student.
- Internal Notes - Private notes for your self.
- Click Create to create class.
- The Success pop up message will appear to confirm that Class has been created:
- Click Ok.
- Class is created, click on the pencil icon to edit Class details and open Class Summary:
- This is the Class Summary Page:
- Here is your Class Dashboard where it displays the following:
- Students Enrolled - How many current students are enrolled.
- Unpaid Students - How many students are in unpaid status.
- Scroll down to Update Class section:
- Share the class with your students via Social Media links: Facebook, Twitter, LinkedIn, text-message, email.
- Repeat - Click Repeat if you would like to repeat this class created for other days.
- Within the Repeat Class Section:
- There will be a Class information: Course Name, Date/Time, Instructor, Location.
- Click in the calendar to select/deselect days in each month.
- For example we have set this example class to repeat every Thursday and sometimes Monday's and Tuesday's.
- Once you have finalized your dates, click Schedule button to complete Repeating Class Schedule.
- A Success pop up message will appear, click Ok:
In the main Classes webpage you will see all your Classes:
- Select globe icon to Copy Enrollment URL.
- Or the recommended method of copying Enrollment URL is to navigate to Classes -> Upcoming Classes:
- Click Copy Enrollment URL.
- Click Copy Enrollment URL.
- Paste the copied Enrollment URL link in a new tab within your browser and open the Class Registration webpage:
- Here is an example of what that specific Upcoming Class looks like externally.
- This Cover Image you can suppress and change.
- Course Information will be displayed underneath Cover Image.
- Classes will be displayed in a list:
- When a student enrolls by clicking the Enroll button the Class will be added to the cart like the example below.
- Click Continue.
- Here is an example of what that specific Upcoming Class looks like externally.
Student will then enter their personal details:
- First Name
- Last Name
- Email Address
- Phone Number
- Address
Students will scroll down to the Class information section which presents the following information:
- Name of Class
- Price
- Public Notes of the Class
- Promo Code textbox
- Student will have to check the Terms and Conditions box.
- Payment Method is supported by your selected payment gateway that was setup in Step 4.
- For example, here we have Stripe Payment gateway.
- Students will enter their Visa Card credentials.
- Then click Enroll.
- After student clicks Enroll, if the information is valid and payment is processed an Enrollment Success pop up message box will appear.
- Click Ok.
- Click Ok.
- Navigate back to CPR Enroll Platform -> Students -> Enrollments.
- Class Enrollments will be displayed and managed here.
- Class details are in the form of a table which includes:
- Date/Time
- Course
- Student
- Enrollment Date
- Client
- Location(Loc)
- Instructor
- Details
- Actions
- Ensure that the radio button Show Active Enrollments Only is turned on.
- To see Enrollment Details, click on the eye icon under the Details field.
- A Enrollment Details Window will will pop up containing the following information:
- Student Name
- Date/Time
- Instructor
- Location
- Is Paid
- Total Amount
- Discount
- Amount Owed
There is a Payment History section:
- Displays the transaction details such as:
- Service Charges
- Service Class Fee
- Amount Paid - Class fee amount.
- Card Last Digits - Useful for payment troubleshooting.
- Payment Date - the exact date of transaction.
There is a Promo Code Section after the Payment History:
- Add your Promo Codes here.
Right after there is Add-On Section:
- Add your Class Add-Ons here.
Congratulations you have completed Step 6!
Woohoo! You are all set up!:)
Couple of items to note:
- There is a fantastic feature called Add-Ons.
- Navigate to Courses -> Add Ons:
- Fantastic feature to add items to a particular course:
- e.g. pocket masks, ebooks, merchandise etc.
- Click + Add New to add a course item.
- Fantastic feature to add items to a particular course:
- There is another great feature called Promo Codes.
- Navigate to Courses -> Promo Codes:
- Promo Codes allows you to discount items and defer payment using Promo Codes.
- e.g. defer 80% of the class payment and student will then pay 20% of the class cost.
- Promo Codes are very flexible to use within CPR Enroll.
- Oh wait there is more brilliant features such as the Custom Registration Questions. Good method of obtaining feedback from your students built into your course.
- Navigate to Settings -> Custom Registration Questions.
- You can save as many questions and add them to as many classes for your students.
- Click + Add New to add a Custom Question
Congratulations you have successfully completed the quick setup guide :) Woohoo!