Admin User Manual

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organisation details

Add/Edit Organisation Details

To Access Org Management: Go To: www.shareplay.in Login: With your admin phone number

1. Click: On Admin Portal
2. Click: On Org Management ( as shown in the image below)

The Org admin can edit:

Org Name
Address
Org type
Moniker ( URL extension)
Address
Primary Contact Person Details
Secondary Contact Person Details
Banking
GST Details
Discounts
Social Links
Payment Preference
Logo
Terms & Conditions

After adding/editing org details click 'Save' to record your edits.

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Please Note

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Add/edit Member details Individually

To add org member (students) individually

Click on Add member
Select venue
Minor/ Major
Parent details (compulsory incase of minor)
Trainee details

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Add (Students) Members in Bulk

Inside Org Members > Click on Upload File

Download excel sheet for sample
Follow the instructions in excel
How to upload

1. Select Your 'Org' and the 'venue' where you want these students to be uploaded. (P.s: Bulk upload only one venue at a time)
2. Downloaded the template sheet by clicking on DOWNLOAD XLSX File

Prepare the same downloaded spreadsheet for upload.

Once completed save the file as a csv or xlsx file and upload, by clicking 'choose file'

Who is the course for?

Add/Edit Admins & Coaches(Users)

Add User: Go to Org Management > Org Users

Click on Add User

Enter User information:

Name
Phone
Email
User Type

Org user Types

Org admin
Venue admin
Finance Admin
Marker
Coach

Please select the type of user carefully.
Different users have different access levels to data and functions.
Click Save Once Done.

Add Program and Batches

Add Program

Add program

Program Details
Program photos
T & C
Fees structure
Program type – Fixed, Continuous, Continuous Flexi
Audience Type
More important – don’t forget to publish program after adding a batch

Fixed Duration Program: Where the program has a specific start date and a specific end date. Students are required to enroll at the beginning of the program and cannot join midway. The fee is fixed for the entire period of the program collected monthly or at equal intervals. Eg: Summer camps, after school coaching programs, shot duration programs, special skill enhancement camps etc

Continuous Program: Where the program has a start date but no specific end date. Where students can join midway and continue as long as required. The fee is more like a monthly fee, collected monthly or at equal intervals.

Eg: Regular coaching programs.

Continuous Flexi:
It’s similar to continuous program but with more customization. Students can choose how many sessions in a week they want to attend and pay accordingly.

Important

Your program will be in draft till you add a batch.
Once you add a batch please go to programs and publish your program to go live.

Add Batches to a program

Add Batches

add batches to program
Code for the batch
Select days of a week
Select timings
Assign coach
More important – don’t forget to publish program after adding a batch

Important

Your program will be in draft till you add a batch.
Once you add a batch please go to programs and publish your program to go live.

Enroll Students To batch Individually

Add enrollment

Add Students individually to a batch
Ensure the details before upload
Currently we cant edit the phone number and email after uploading

1. Click: On Admin Portal
2. Click: On Coaching Management

3. Click: On Enrolment ( as shown below)

Click on 'Add Enrolment'- To add students to a batch individually.
Fill in the required information and add.

IMPORTANT:
If the student has paid you the fee, please enter the validty to the system can
automate renewal reminder for that student

Please save after checking if the information you rentered is correct.

Enroll students to batch in Bulk

Add Bulk Enrollment ( Note: Works if you have added org members only)

Add Students in bulk using the bulk feature
Projects students from org member database
Currently we cant edit the phone number and email after uploading, ensure its correct or not before uploading.

1. Click: On Admin Portal
2. Click: On Coaching Management

3. Click: On Bulk Enrolment ( as shown below)

If you have uploaded all your student data in org members ( under org management) they will appear here and you can select the students from the list and add them to a batch.
If you haven't done so you have two options:

1. Enroll the students individually to a batch ( as in the step above)
2. Or Upload your existing student database in org members and come back here for easier enrolment.

If you have uploaded all your student data in org members ( under org management)

You can search for the students name using the search bar and enroll them to a batch.

Please save after adding the infomration

reports

you can download these reports

Bookings Report- For Venue Booking ( Not Coaching programs)
Batch Info Report – For Coaching Programs
Finance Report – For Both
Batch Report – For Coaching Programs
Program Coach Report – For Coaching Programs
Attendance Report – For Coaching Programs
Attendance Data- For Coaching Programs
Coaching Overdue Report -For Coaching Programs