TrainEasy Quick Start

By Intermatics


This Quick Start guide will help you get up and running with TrainEasy in no time! This quick start assumes that you have successfully installed TrainEasy on you server. For instructions on how to do this, please click here

The primary color is the major color used by the FrontEnd's theme. It controls the of buttons, the menu hover state and some other elements.
By default, the Primary color used by train easy is green. You should set this color to correspond to the major color of your brand.
To do this, go back to the Site Settings Page and click on the 'Colors' tab. When you click on the color box of the 'Site Primary Color' field, a color picker will appear

Select your color and then click ok. Save the changes to complete.
If you now go to your frontend and refresh the page, you will observe that the green color will have changed to whatever you set.

Now its time to setup your classes. Classes refer to the individual courses that take place during each session. It is advisable to first create your classes before creating sessions as you will need to assign already created classes to a session when adding sessions.
Please note that you do not need to create new classes for each new session. You are encouraged to reuse classes. Hence, you should name classes in a generic manner. For example, lets say I'm running a business school. I could have classes such as Accounting, Marketing,Customer Service etc. I would name these classes just like this and not 'Accounting May 2017' or any date related name.
To create your first class, click on the ‘Classes’ menu option. Next, click on the ‘Add Class’submenu

On the ‘Add Class’ page, fill in the details of the class

Each class will have a page of its’s own on the frontend. Classes can also be featured on the Homepage. So it is advisable to fill in good descriptive information about your classes. The following fields are available Once you fill in all the details. Click Save Change to save. Add all your classes this way.

Now its time to add your first session. A session represents a training period. It is also a way to group classes. Sessions are what students can enroll for and optionally pay for.

To create a new session, click on the ‘Sessions’ menu option then click on ’Creat Session’

The session creation page will open as shown below:
The following fields are available for each session

Fill in the relevant fields and then click 'Save Changes' to finish. Your session will now be availabel on the Frontend ready for Student enrollment.

If you are charging a fee for your training, you will need to setup your payment methods next. TrainEasy comes with 5 different payment methods. Each payment method will automatically use the currency you configured for your site. So make sure the method supports your currency before enabling it.

To configure a method, click on the ‘Payment Methods’ menu option

 

The list of available methods will be displayed:

 

Click on the ‘Edit’ button for a method to configure it.

Fill in the relevant credentials/details and save.

Note that you will need to get the credentials from the respective gateway website.

TrainEasy makes it very easy to add different types of content to your homepage. This is done via ‘Homepage Widgets’ . The following types of widgets are available:

1.    Slideshow

2.    Text & Button

3.    Featured Classes

4.    Session Calendar

5.    Plain Text

6.    Blog Posts.

Note that you can add multiple widgets of the same or different type to your homepage.

To add a new widget, click on the ‘Homepage Widgets’ option

 

On the Homepage Widgets page, click on the ‘Add Widget’ button.

 

This will bring up a popup that will enable you specify the type of widget you are ttrying to create.

Once you click on the ‘Create’ button. You will be able to configure the available options depending on the widget type

The articles feature is a simple content management system that enables you to easily manage information pages on your site e.g. About us. Vision, Mission etc.

To create a new article, click on the ‘Add Article’ menu option under ‘Articles’

The ‘Add Article’ page has the following options:

1.    Heading: This is the main page title.

2.    Content: This is the main content of the page.

3.    Show on top navigation: This controls if the link to the article will be displayed on the top navigation bar on the frontend.

4.    Show on bottom navigation: This controls if the link to the article will be displayed on the footer of the frontend.

5.    Sort order: The position of the article relative to other articles in ascending order.

6.    Parent: Set this option if you would like the article to appear beneath another article.

7.    Url slug: This determines the url path to the article e.g. http://yorudomain.com/about-us . This is automatically generated but you can set it yourself if you wish.