Getting started
Welcome to Edmingle. This document will help you get onboarded, and answer some of the FAQs you might have around the platform. If you need any support, please reach out to us at
support@edmingle.com. Here, we will walk you step by step from adding users to launching your first Class on Edmingle.
Creating and managing users and tutors
You can add or remove users for the following roles on Edmingle:
- Super Admins - They will have access to all the features of the platform, including creating new franchise accounts.
- Admins - They will have privileges to create classes, add more users, edit course curriculum, manage partners and families, etc.
- Tutors - They will have limited access to the portal with view only access to most of the modules.
For a detailed video on how to manage users, watch this:
Video link
Managing Partners for your Franchise
Now that you have added your team on the platform, you can go ahead and start adding Partners to the platform. The Partners you add can be mapped to classes later on, which will allow you to track the enrolments from each Partner under Reports. Make sure to set the following options while creating a Partner for the first time:
- Name: Partners
- Type: Multi-select
- Status: Active
- Add to: Current branch
For further details on managing partners, refer to this:
Video link
What are courses?
Courses are the entity which consist of all the teaching materials relevant to the course. A course on Edmingle can be of the following types:
- Belts
- Camps
All classes need to be mapped to a course.
How to create Classes and schedule sessions?
You can now start creating Classes for your Franchise, and enroll students into the same. Each Class should be mapped to a Course which should be created before creating Classes. Please note that once you set up the Class, you will be nudged to schedule sessions for the Class. Here, you can select the duration and frequency for your Classes, along with some other basic details. This is very important since the proration of the fees will be calculated basis the number of sessions scheduled for the Class.
Here is a video highlighting the steps needed to create a class:
Video link
Managing add-ons for your Classes
You can create and manage add-ons for your Classes via Miscellaneous Fees on the platform. These fees would be deducted only once during checkout from the payment method, basis the selected Add-ons. For a detailed walkthrough on creating Add-on Fees, please go through this video:
Watch video
Creating Discount Coupon Codes
You can allow discounting of the Classes by creating Coupon codes for your Courses. The Coupon codes will also be visible on the Checkout Page, where parents can add the discounts to their cart value. You will be able to configure the maximum discount amount, start date, expiry date, and other options for the codes created. You can create the following types of Coupon Codes for your Franchise:
- Promo codes - These are coupon codes which can be used one or multiple times on the platform
- Unique codes - These are single use coupon codes, which should be shared directly to a single parent for discounts. They are not visible on the checkout page
Creating Policies to be shown on the Checkout page
You can create Mandatory and Optional Policies to be shown on the Checkout page. Mandatory policies need to be accepted before proceeding with the checkout flow and enrolling to a class. To create the Policies to be shown on the Checkout page, you can refer to this video:
Watch video
Enrolling students to your Classes:
You can enroll students to the Classes by the following ways:
- Through the Franchise website
- By sharing a direct enrollment link of a Class - Video link
- By manually adding data using the Bulk Enrollment feature on the platform - Video link
All of these steps will automatically map the enrollment to the Partner which was selected during creating the Class.
A walkthrough of the Parent Dashboard
Once a Parent enrolls their ward(s) into a Class, they will receive the login credentials of the dashboard on the email provided. Using the dashboard, the parent will be able to view the details of the enrollments, manage billing methods, add another parent, view transaction information from their dashboard. Here is a detailed demo of the Parent Dashboard:
Watch Video
Managin Families and Parents from the Admin Dashboard
The Admins also get access to Add a parent to a family, view the details of the students and enrollments of the parent and edit the details of the Parent:
Watch video
Creating Blackout Days for your Franchise
Blackout days are needed to handle the proration or skipping of payment for the Classes which fall under the period defined. You can configure multiple Blackout Days for your Franchise. Go through the tutorial here to setup the same for your Franchise:
Watch Video
Transferring students from one class to another
You can transfer students from one Class to another. When you transfer a student from one Class to another, the enrollment on the source class is Archived (not anymore valid), and the student is freshly enrolled into the destination class. The payments of the older classes (if any), will also be stopped, and that of the new class will be started. Since the student's learning progress and curriculum is not managed on the platform, it is advised not to select Transfer with curriculum progress as it may create data discrepancies. Here is a video demonstrating the same:
Watch video
Dropping/Archiving students from a class
To drop/archive a student form a class, you can visit the Classes page, and drop the student from the list of enrolled student in the class. The student will still be enrolled on the other classes (if any other enrollment is active). Please watch this video for further information:
Watch video
Issuing refunds
You can issue refunds to the Parents from the Admin dashboard. To issue a refund, you can visit the profile of the parent, and select the transaction you wish to refund from the Transactions tab. The refund will be initiated to the source account. The status will be Refund - Pending till the same is cleared by NMI, and once confirmed, will be updated as Refund - Cleared. Here is a video highlighting the steps needed to issue a refund: Watch video
How can instructors access the curriculum?
Instructors can access the curriculum under the Courses & content tab on the left sidebar. All the courses will be listed and they can click on the one whose curriculum they wish to view. Here is a guide to access the curriculum: Watch video
Reporting
There are several detailed reports which can be accessed on the platform to track the Sales, Payments, Enrollments, etc. The reports can also be exported in a CSV format for offline analysis. You will get a date filter on top to filter the duration of the reports as well. Here is how you can access the reports on the platform:
Watch video