ClassTrak

Student Registration and Program Management

The ClassTrak software module is a Windows based program designed to quickly and easily register students for classes. It provides the management and administrative reports needed to effectively manage your program. It is fast, reliable and easy to use as well as incredibly simple to learn.
Highlighted Features:

  • Maintains a list of students with personal data (address, phone etc.)
  • Quickly and easily registers students for one class or several classes
  • Accepts payment from student by check, cash or credit card
  • Program accepts delayed or partial payments as applicable
  • Tracks history of student’s payment record (records payee information for refund purposes)
  • Refunds from one class may be used for payment of another class
  • Partial payment allocation
  • Partial refund capability (allows you to easily charge cancellation fee)
  • Easily cancels a single class at the student’s request, or all the students in an entire class if needed
  • Provides the ability to set up a waiting list, then transfer students from the list (based on registration date) to the class as space becomes available
  • Maintains a list of classes to be held and displays revenue vs. expense comparison
  • Student and instructor export (useful for mailings and marketing)
  • May be linked with SiteTrak for single data entry of location, meeting dates and time of class schedule

Class Management Reports

  • Confirmation–Record of classes for which a student has enrolled, including the amount paid and amount still owed (if any)
  • Class Enrollment–Roster of students enrolled in a selected class
  • Daily Tally–List of the enrollment status (compared to the minimums and maximums established) and the financial status for each class
  • Class Schedule–List of classes to be held during a selected period of time (ideal for the custodian’s use)
  • Receipt–Shows amount, date and type of payment for a student’s registration

Financial & Statistical Reports

  • Category Statistical Report–Tracks participant hours (state reporting)
  • Account Allocation–List of revenue received for each budget code for a specified period of time
  • Deposit–List of student deposits (showing receipt numbers) by cash, check or credit card
  • Refund–List of refunds due as a result of student or class cancellation
  • Amount Due–List of students who owe money (sorted by all students as well as students in a specific class)
  • Program Summary–Summary analysis of enrollment and financial statistics
  • Class Offerings–Analysis of enrollment, class and financial information for each class
  • Category Summary Reports–Several reports listing participant activity by age and residence location summarized by class category

Labels

  • Mailing Labels for special marketing to participants previously enrolled in class or group of classes
  • Mailing Labels for instructors or students that belong to a special group (e.g. members)
  • Mailing Labels for non-resident students to market your classes beyond normal boundaries
  • Name Badges for participants and/or instructors in selected classes
  • Tent Cards for participants in selected classes

Catalog Builder

  • Develop class numbers, descriptions, schedule (including location, date and time) and instructors; then export it to your favorite publishing software to facilitate the production of your brochure of class offerings
  • Export the class descriptions, schedule, etc. in HTML format to publish your class offerings on your web site
  • Integrated Credit Card Processing (optional link)
  • Automated bank credit card interface–enter credit card number only once for student (payments and credits handled automatically)
  • Preferred group credit card rate

SBSI Software, Inc

23570 Haggerty Rd
Farmington Hills, MI 48335

Toll Free: (800) 434-8301
Help Desk: (248) 560-HELP (4357)
Fax: (248) 536-2940
sales@sbsiinc.com / support@sbsiinc.com

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