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Exoclass User Guide: Publishing Groups on the Registration Page
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In our previous guide, we discussed the process of creating a group, which is the starting point of using Exoclass. We also mentioned that after creating a group, the next crucial step is publishing it on the registration page to make it accessible to potential clients. Today, we’ll delve into how a group appears on the registration page, managing the registration page, and the registration process for activities.
Step 1: Publishing a Group
When you create a group, it doesn’t automatically get published. This is done to ensure that all information is correctly entered before publication.
To avoid having to go through the different steps of creating a group again, before you publish a group, you will see a box that displays basic information about the group. This makes it very easy to check the group’s information here.
Once we do a short check-up, you can publish a group at the click of a button.
Step 2: Registration Page
Every Exoclass user has a unique registration page that displays only the groups they organize. You can find your registration page by clicking on the round avatar in the upper right corner of the Exoclass page and selecting the “Registration Page” section. Here, you’ll see all the groups you’ve published publicly, and you can share the page’s URL with your clients.
On this page, you’ll also find filters that help your clients navigate through your groups more easily, especially if you have a large number of them. These filters can be adjusted in the system settings to add or remove filtering options.
If you want to add buttons to your website that directly lead to specific group registrations based on activity, day, or time, you can filter your desired choice, copy the page’s URL, and paste it into a button on your website. This way, clients will be directed to your pre-filtered group selection.
Additionally, you can integrate this page as a separate block on your website. However, for details on integrating the registration page into your website, we recommend contacting us directly so we can provide specific links and recommendations.
Step 3: Registration for a Group
When a client clicks on a group, they will see all the information related to that group, including details they provided during the creation of the activity, location, and group. After familiarizing themselves with the group’s description, clients can easily register themselves or their children for the group by providing their personal information.
If your group uses the “per session” payment type, the system will automatically calculate the amount to be paid for the remaining sessions in the current month. If the payment type is “monthly,” clients will be informed of the total monthly amount. For “full price” payment, the system will specify the payment amount according to the sessions planned until the end of the season.
In the payment step, the client can overlook the service contract assigned to the group and sign it by ticking the checkbox. This step also allows you to provide the information needed for external financing contracts, if your group uses one.
What Happens When Clients Register?
After registering for a group, the Exoclass system takes care of communication with clients. Before the first session, the system will send clients an automated email containing all the necessary information related to the group.
The system also automates payments according to the payment type assigned to the client’s attended group. It calculates the amount due for the upcoming month and sends out invoices accordingly.
How to Find Your Clients?
After clients register for a group, you can find their contact and payment information in the “Clients” section. This section usually contains information about the responsible adult and the children they have registered.
The participants themselves are displayed in the “Students” section, where you can find the students’ information, the groups they are attending, and their balance.
To view the specific participants of a group, navigate to the “Group Management” section, select the desired group, and open it. Here, you’ll immediately see a list of all the group’s participants, and with a single click, you can access their profiles.
That covers it for now! If you’re interested in trying out the Exoclass system for your business, feel free to reach out to us for a free trial. With this trial, you can explore the entire functionality of Exoclass without making actual payments.
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