Setting Up a Trial Site in First Class Software

Comprehensive Guide to Configuration

Introduction

Setting up a trial site in First Class Software involves several key steps to ensure that the site is configured correctly and ready for users.

This guide aims to provide a detailed guide on the process, ensuring that each phase is handled with precision and efficiency. Follow these steps to set up your trial site successfully.

Steps to Set Up a Trial Site

Step 1: Set Up Logo

• Log into your First Class account and on the main menu click on the profile menu and go to account settings.
• In the top left corner there is a feature to upload your logo.
• Click upload your logo here, select your file and save
• A success message will appear and your logo will not be saved in your branding settings.
• Navigate to your home dashboard to view your logo and ensure that you are satisfied with the look and feel.

Step 2: Set Up Levels and Skills

Objective: To define the structure of the trial site by categorizing different levels and associated skills which will be critical to create classes.

• Go to settings à class set up à Levels
• Click the “add new button”
• Name the level, select a colour code, maximum and other non mandatory information (if you wish) and save
• Repeat until all your levels have been added.
• You may wish to attach skills or competencies to each level (recommended). To do this click on the blue + button in the action column for each level.
• Select add level skills and follow the prompts to add skills to a level.

Step 3: Set Up Level Pricing

Objective: To establish a pricing structure for your different class levels

Navigate to the settings menu, go to manage payments à level pricing

Click

• Click add new level pricing
• Choose level, the pricing type the amount for the associated level and the tax rate
• Ensure pricing is set up for all levels

Step 4: Set Up Terms

Objective: Set up terms to attach classes

Navigate to the settings menu, class set up à terms

• Click add new term
• Name the term
• Set a start date and an end date
• Set if its active or not active and update
• Note: If you run a perpetual program you will still need to enter a term end date- It can be well into the future. For example, 2030.

Ready to Get Started

With this comprehensive guide, you are now equipped to start creating classes in First Class Software efficiently.

Next step: Start creating classes- Go to classes à add/edit class and navigate down to the class builder.