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The Set-Up tab is at the top of the home page and will give you two options. School Information and Staff. School Infomation General information tab is for your school’s information. AMSonline fields that are in yellow are mandatory to complete. The school name is what will show in the header i.e. AMS MARTIAL ARTS. The slogan field will show in the red bar just under the set-up tab. In AMSonline you do not have to type the city and state, just type in the zip code and the system will auto-fill the city and state for you. This also guarantees accuracy. The upload image button is for you to upload your logo, which will appear in the top left-hand corner of your AMSonline. The custom 1,2, and 3 is to add a custom field to the student information. This can be used for association numbers, membership numbers or anything you would like to have. When the General

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Quick Start Guide to customize AMSonline

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Page 1: Quick Start

The Set-Up tab is at the top of the home page and will give you two options.School Information and Staff.

School Infomation

General information tab is for your school’s information. AMSonline fields that are in yellow are mandatory to complete. The school name is what will show in the header i.e. AMS MARTIAL ARTS. The slogan field will show in the red bar just under the set-up tab. In AMSonline you do not have to type the city and state, just type in the zip code and the system will auto-fill the city and state for you. This also guarantees accuracy. The upload image button is for you to upload your logo, which will appear in the top left-hand corner of your AMSonline. The custom 1,2, and 3 is to add a custom field to the student information. This can be used for association numbers, membership numbers or anything you would like to have. When the General Information Tab is completed click save at the bottom right of the page.

Page 2: Quick Start

Default Tab is to set defaults in AMSonline. The Student rating default The system will give your students an A, B, C, or N/A grade for attendance based upon the number of days attended in a 30 day period. The 2/4/6 default is the setting for your motivational cards. Most schools are set for 2/4/6 weeks, which means that the second, fouth, and sixth week of training for a new student the system will automatically send them a motivation automated e-mail card. But you can change the time periods the card goes out if you would like. The Late charges and tax defaults allow you to set your sales tax %, returned check fee, and payment late charge. When the Default Tab is completed click save at the bottom right of the page.

The signatures tab allows you to add your signature to the system (if you are using a signature pad) so that you will never have to sign an agreement again. AMSonline will add your digital signature to every agreement saving time and giving the school that professional look. When the Signature Tab is completed click save at the bottom right of the page.

Page 3: Quick Start

Terms Tab is to add you term and conditions to the AMSonline student agreement. Every city, county, and state has different laws so there is no generic “terms and conditions” that will work for all schools. AMS strongly suggests that you have your “terms and conditions” reviewed by an attorney annually. If your terms and conditions are less than 1,000 characters then simply cut and paste them into the In-line terms and conditions and save. If your “terms and conditions” are more then 1,000 characters than save them as an HTML file and upload your terms through the “upload custom terms” button and save. This will allow you to have your terms and conditions within the AMSonline student agreement. When the Terms Tab is completed click save at the bottom right of the page.

Page 4: Quick Start

Staff Information In this section you can add staff member information, username and password, and set the appropriate permissions for the staff member.

The General Information tab allows you to input the staff members basic and emergency contact information. Again the areas in yellow are mandatory! Make sure to add the staff members email address and birth date. This will allow you to easily email the staff members and AMSonline will automatically send them a automated e-mail birthday card.When General information tab is complete click save at the bottom right-hand corner.

Page 5: Quick Start

The Staff Information tab allows you to give your staff members their own unique username and password. Make sure you follow the password requirements listed on the page.

The Permissions tab allows you to check mark the areas of AMSonline the staff member is to have access to. The permissions are set so that you can really drill down to the specific areas you would like them to access to.