Indrė Kupčinskaitė-Mikulė November 4, 2024

Exoclass User Guide: Creating Your First Group

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Exoclass is a comprehensive activity management system meticulously designed to streamline the operations of educational organizations. It takes care of essential tasks such as customer data management, financial administration, invoicing, and reminders, leaving you with more time to focus on what truly matters – delivering exceptional educational experiences. It all begins with the simple yet vital step of creating a group. In this guide, we will walk you through the process step by step.

Step 1: Creating an Activity

The journey to efficient activity management commences with the creation of an activity. This pivotal step involves gathering essential information that will be later displayed on your registration page. Details such as the activity’s name, type, category, images, service agreements, and descriptions are curated here.

If your organization offers a diverse range of activities, each with its own distinct service agreements, we recommend creating separate activities for each. For instance, if you offer dance classes for kids, teenagers, and adults alongside activities like edtech or martial arts, each with its unique service agreements, it’s best to create individual activities. However, if one service agreement suffices for a specific group, a single activity will serve all.

Step 2: Creating a Location

This step is to specify the location where your activities will take place. When creating a location, you can not only enter an address but also the name of the studio or place. And to make it even easier to find your location, you can mark it on an interactive map.

Whether your organization operates from a single location or multiple venues scattered across different areas or cities, all can be effortlessly added and later associated with the specific groups you create.

Step 3: Creating the Group

The final and pivotal stage involves the creation of the group itself. This is where the activity and location information you’ve previously entered comes into play. A group typically represents the precise time and location of a specific activity. If your organization serves multiple participant groups, each attending classes at different times, you’ll need to create a unique group for each.

When creating a group, the activity and location can be selected from drop-down menus. Further group creation fields encompass details like group name, difficulty level, age or class range, schedule by days and times, start and end dates, capacity and size, and pricing options. For payment, you can choose from three types: per class, per month, or per season.

What’s more, you can assign specific teachers to each group, empowering them to mark attendance.

Upon completing these three fundamental steps, you are all set to publish your first group, instantly making it accessible to potential participants through your registration page.

Embark on your journey towards efficiency, productivity, and success with Exoclass. Try our free trial today and experience the future of educational activity management firsthand!

Next up: The publication of group on the Registration page.

Author

Indrė Kupčinskaitė-Mikulė
Head of Client Success
Indrė Kupčinskaitė-Mikulė
Indrė Kupčinskaitė-Mikulė
Head of Client Success