Commonly Asked General Questions about First Class Software

1. Can I change the fields on my enquiry or enrolment form?

Yes, you can re-label fields, make fields mandatory, and hide fields using the field settings feature.

Go to Settings → General → Field Settings.

If you want additional options added, please speak to support at support@memberretentionsystems.com.

2. Are notes shown to parents?

No, the notes feature is for your reference only.

There is a comment feature that will be shared with parents and can be used to provide additional comments when assessing.

3. Can I search by mobile number?

Yes, you can search by parents' first or last name, ID number, or mobile number via the List section of First Class.

When searching via the Weekly View, you can only search by full name.

4. How can I add a student to an existing family?

You can add a new student to an existing family using the “Choose your Family” search feature within the enrolment form.

Parents can also add new students to their account via the Customer Portal in the User Profile section.

5. I cannot see some of our classes in my account. Why could this be happening?

Accounts other than the main admin account have a configuration for allowed locations.

• If you have multiple locations, and these are assigned to classes, but your account does not have a certain location ticked, you will not see the classes for those locations.

• Conversely, if you are allowed to access certain locations but a class has no location assigned, that class will also not appear in your key views.

To resolve this issue:

• Ensure you have allowed locations correctly ticked in your User Type Settings (go to Settings → Team → User Types).

• Ensure all relevant classes have a location assigned if you already have the correct allowed locations ticked.

Another possible reason:

• If your User Type is set as “is teacher”, the system treats this user as a teacher. Teacher user types can only see the classes assigned to them.

Teacher user types should only be used for staff who have a teacher role.

6. What if I teach but also manage key operations?

If this is the case, the best option is to create two accounts:

• One teacher account

• One admin account

We recommend using the admin account for general use, while the teacher account can remain dormant and only be used for assigning to classes.

Note: Each user does need an email address when creating their account. If you don’t have a secondary email, you can make one up as long as it contains an @ and .com.

7. Is there a teacher app? What is the best way for teachers to make attendance, etc. on their phone?

There is no teacher/staff app for First Class. The app is only for customers/parents.

However, the web view is optimised for mobile devices for key features designed for teacher use.

• The Class List and Class View are designed for teachers to easily view their schedule, and mark attendance & skills on a mobile device.

• Some views (like the Weekly View) are less optimal on mobile due to the large amount of information displayed. We do not recommend giving teachers or supervisors access to this page.

8. What should I do if I have a duplicate student record?

If you have a duplicate student record, you can delete a student via the student profile.

• Look for the delete button at the bottom of the student profle in the left corner.

• Be sure to check the profile records before deleting to ensure you are deleting an empty contact. You may wish to check the ledger and booking history to ensure you are not deleting any wanted data.

• If both records have data and you want that data merged, you will need to contact First Class support.