ASAP 4 Guides
New Users of ASAP 4
Set Up
- New Term/New Year Checklist
- Add a balance or a credit to an account
- Set Up Sites and Rooms
- Set Up Registration Forms
- Set Up Online Registration Site
- Set up General Settings
Course & Class Management
- Adding confidential Documents, Images and Videos to Classes
- Assign a primary instructor
- Cancel a class
- Canvas Integration
- Copy a class
- Create a class
Private Lessons
- Checklist for Private Lesson Set Up and Roll Over
- Enrolling a student in Private Lessons
- Making changes to Private Lesson schedules
- Set Up > Features
- Set Up > Lesson Packages
- Set Up > Lessons
Student & Staff Management
- Add Faculty (aka Instructors, Teachers, etc.) pages to Public website
- Teacher's Account
- Student account details page
- Manage a family account
- Manage customer groups
- View a student's classes and schedule
Invoices
- Excluding Products from Payment Plans
- Refunds
- Adjust an invoice amount
- How do I change or remove a payment method/amount on an offline transaction record?
- Manually apply a discount to an invoice
- Merge invoices
Modules, Tasks and Tools
- Modules - Company
- Modules - Credit Programs
- Modules - Events
- Modules - Fundraising
- Modules - Memberships
- Modules - Products
SMS Messaging
Email Messaging
Financials
- Apply account credit
- Cash out account credit
- Choosing the discount order
- Issue account credit
- Process a credit card refund on the invoice
- Save a credit card to an account