To add the term, grades, courses and classes to your school, go to the Admin Menu, click on "Terms" and then "Add Term."
TERMS Set up
You will need to complete the fields below:
- Name your term.
- Term Dates- Select your term start and end dates.
- Status (In order to enroll please mark Active)
- Set "Enrollment" to "Yes" to see and set your enrollment options.
- Select the dates you want enrollments to be open. After the end date, families won't be able to enroll, however give your self enough time before the term starts to confirm your enrollments.
- If you want to require a Deposit/Registration fee, set the amount, if it's a "per student" or "per family enrollment," if you want it paid immediately or if families can bill this deposit to their accounts, and what the deposit charge type is.
- ShulCloud has a built-in Emergency Contact field that you can require or leave off of the enrollment.
- Enter in Text for your enrollment screen
- If your enrollment is for RS and not adult education we recommend you only allow selecting children (less confusion for the parents who enroll)
- You can select if you would like to hide the total cost, the parents on the class list or to show the class assignment in the portal.
- The system only allows one enrollment per family. While you can enroll multiple children in one enrollment, there are times that families might need to submit a second enrollment. To allow this, select "Yes, Parents can add extra courses or students after enrollment is completed."
Please note: This feature can cause a lot of confusion, and is not recommended for regular enrollments!
- Chose the communication options - Name and email address (Please note the email address has to be in the email sender prior your term setup --> Admin Menu>My Lists>Email Senders)
- Select the emails you would like to send
- Add New Term
GRADES Set up
You then need to add grades to your new term. Go to the drop down menu to the right of your new term and select "Grades."
You will need to click on "Add Grade" and enter the information for each grade you want to add to your term. You must select if the grade is going to be open to anyone who enrolls for the term, or if you want to preselect only a list of specific students who can register.
The next step is adding the courses and classes to your new term. Go to the drop down menu to the right of your new term and select "Courses & Classes." Then click on "Add Course."
- Enter a name for your course. This will be the name on all reports and class rosters.
- Choose which grades you want to be able to enroll for this course, and if you want them to have a choice to enroll or auto enroll.
- If you want the name of the course to appear differently on the enrollment form, you can set that as well.
- If you want to add a description of the course to the enrollment form, you can add that.
- Enter in the cost of the course and what charge type it will link to.
As you scroll down this page, the information for the class appears below. Enter in the name of your class (often the same name of the grade and course).
You will also need to add the sessions when your class will meet if you want to take attendance. To do that, click on + Add One Session (to add a single instance) or ++Add Bulk (to add multiple instances).
Once you are done, click on "Add New Course" and repeat for each course & class you need to create.