JoinCPR help center

Getting Started

• Welcome to JoinCPR
• Setup checklist (onboarding)
• Roles and permissions
• The dashboard

Related features: Instructor management, Reports

Classes & Calendar

• Classes overview and statuses
• Creating a class
• Recurring classes
• Editing, cancelling and deleting classes
• The class page and roster
• Adding students to a class (walk-ins)
• Rescheduling a class
• Transferring a student to another class
• The calendar view
• Sign-in sheets and roster exports
• Waitlist for full classes
• Virtual and blended classes

Related features: Class scheduling, Class rosters, Waitlist, Virtual and blended classes

Students

• Managing students
• The student profile
• Importing students from a CSV

Related feature: Student records

Corporate Clients

• Corporate clients
• The client portal
• Group registrations
• Group training requests

Related features: Corporate training, Online registration

Courses & Certifications

• Courses
• Certifications
• Certificate verification

Related features: Class scheduling, Certification tracking

Keycodes & Digital Products

• Keycode banks and digital products

Related feature: Keycode banks

Payments & Checkout

• Connecting Stripe or Square
• How student checkout works
• Refunds
• Receipts

Related features: Payments, Online registration

Student Portal

• Your student portal
• Student accounts and My Account
• Getting found on Google

Related features: Booking website, Student records

Manage

• Locations
• Promo codes
• Add-ons
• Registration questions
• Agreements and waivers

Related features: Class scheduling, Online registration

Reports

• Reports

Related feature: Reports

Instructor Portal

• Instructor portal
• Calendar sync (Google, Outlook, iCal)

Related feature: Instructor management

Settings

• General settings
• Domains: your subdomain and custom domain
• Branding
• Student Portal settings
• Email templates
• Notification settings
• Mailchimp, ActiveCampaign and GoHighLevel
• Embedding classes on your website

Related features: Booking website, Email and SMS reminders, Integrations, Booking widget

Emails, SMS & Automation

• Automatic emails: which email is sent when
• SMS text reminders
• What happens automatically

Related feature: Email and SMS reminders

Account & Billing

• Billing and your subscription
• Staff & Instructors (your team)
• Your profile, password and 2FA

Related feature: Instructor management

Reference

• Merge tag reference
• Timezones and dates
• Glossary of statuses and terms
• Troubleshooting and FAQ

Related features: Email and SMS reminders, Class scheduling