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:



  • 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.


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:
    • Facebook
    • Twitter
    • Instagram
    • Google My Business - Google Ads


  • Ensure to type in your Company Name within Classes Tab Name like the example below:
    • Then click Save.


  • After clicking Save you should see a Success pop up message like the example below:
    • 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.



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.



  • 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.


  • Your Courses will be listed like the example below:
    • 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.



  • 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.


  • 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.

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.
  • 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.



  • 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!