Student Manager Bootcamp

Dates: April 19-22, 2021

Meets: 12 N to 2:00 PM CST

Location: Online

Registration Fee: $150.00

This four-day (two hours per day) training is designed for those new to Student Manager. Topics of discussion during the four days include:

Day 1 Introduction to Student Manager + How to Use the Online Help Guide
  • Navigation within Student Manager
  • View/Edit User Information
  • User Levels (impact on users)
  • View/Edit Preferences
  • Add/Edit Codes
  • Accessing and Navigation Online Help
  • Using the Look up (names/courses/F-Keys

Day 2 Adding and Editing Courses and Names
  • Name Components (what's in a name?)
  • Adding a Name
  • Name Flags
  • Call Backs
  • Contact Log
  • Cloning
  • Adding a Firm
  • Grouping Names
  • Name Quick Reports
  • Course Components
  • Course Types Explained
  • Adding Courses
  • Clone Courses
  • Room Scheduling
  • Changing Course Status
  • Course Quick Reports
  • Tips and Tricks for Names/Courses

Day 3- Registering Individuals in Courses & Applying Payments
  • Add Registrations
  • Assess Fees
  • Make Payments
  • Print Receipts
  • Partial Payments
  • Create Billings/Invoices
  • Void Payments
  • Cancel Registrations
  • Issue Refunds
  • Transfer Registrations
  • Transfer Payments
  • Group/Ungroup Registrations
  • Import/Export Tools
  • Quick Counts (F2)
  • Finding Payments (F7)

Day 4 - Running Reports
  • Reports Menu
  • Quick Reports Reviewed
  • Special Reports
  • Finding the Right Report
  • Running a Report
  • Report Output Options
  • Ad Hoc Reporting (F Keys)

There will be time during the training to ask your questions. You are welcome to send your questions to as they arise between now and the training!


You will hear from Chuck and Mike prior to the training for further instructions on preparing for the week!
Fee: $150.00


Your participation link will be provided after you have registered.
You will also receive a reminder (with your paricipation link) from GoToWebinar one day, and one hour before each session.

Chuck Havlicek

Michael Lowry

Date Day Time Location
04/19/2021Monday12 N to 2 PM Online
04/20/2021Tuesday12 N to 2 PM Online
04/21/2021Wednesday12 N to 2 PM Online
04/22/2021Thursday12 N to 2 PM Online


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