{"id":8325,"date":"2026-09-23T13:20:23","date_gmt":"2026-09-23T13:20:23","guid":{"rendered":"https:\/\/www.classe365.com\/blog\/?p=8325"},"modified":"2026-09-23T13:20:23","modified_gmt":"2026-09-23T13:20:23","slug":"learning-management-system-implementation","status":"publish","type":"post","link":"https:\/\/www.classe365.com\/blog\/learning-management-system-implementation\/","title":{"rendered":"Learning Management System Implementation in Universities: A Step-by-Step Guide"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Learning management system implementation is where most universities either set themselves up for three smooth years or three painful ones.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This guide walks through the full Classe365 LMS implementation process. Every section below covers what to configure, in what order, and what each screen looks like when you open it. If you are evaluating a<\/span><a href=\"https:\/\/www.classe365.com\/learning-management-system\"> <span style=\"font-weight: 400;\">learning management system for universities<\/span><\/a><span style=\"font-weight: 400;\"> or midway through a rollout, this is the reference to keep open.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The LMS implementation steps below cover the admin dashboard, student enrollment, attendance, recruitment and forms, fees and invoicing, fundraising, and notices. Each section includes the exact fields, toggles, and configuration options visible in the platform.<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">For a feature-level overview before diving into implementation, see our guide to <\/span><\/i><a href=\"https:\/\/www.classe365.com\/blog\/10-learning-management-system-features-for-higher-education-institutions\/\"><i><span style=\"font-weight: 400;\">must-have LMS features for higher education.<\/span><\/i><\/a><\/p>\n<h2><b>The LMS Implementation Checklist<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Use this as a go\/no-go checklist before taking the platform live.\u00a0<\/span><\/p>\n<p><b>Academic structure:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Academic sessions created<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Departments, classes, sections, and subjects defined<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Core vs. elective subjects marked<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Student enrollment limits set per section (if applicable)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Default terminology updated to match institutional vocabulary<\/span><\/li>\n<\/ul>\n<p><b>Student enrollment:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">At least one admissions form built and tested<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Form fields mapped to SIS profile fields<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enrollment workflow stages defined and color-coded<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Notifications configured for each workflow stage<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Test enrollment completed end-to-end (form submission through to SIS record)<\/span><\/li>\n<\/ul>\n<p><b>LMS content:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Subjects auto-populated from academic structure confirmed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">At least one flip-class section and lecture created<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Content uploaded (video, document, or presentation) and tested in-browser<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Activity tracking toggled on with minimum completion thresholds set<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Quiz created with at least two question types and linked to gradebook<\/span><\/li>\n<\/ul>\n<p><b>Assessment and grading:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Grading scales created (letter, GPA, rubric, percentage, or manual)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Subject weightages configured per department<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Grading periods (terms or semesters) defined<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Report card template selected and customized<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">AI evaluation tested on a sample student group<\/span><\/li>\n<\/ul>\n<p><b>Attendance:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Attendance statuses defined (Present, Absent, Tardy, custom)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Percentage splits set for partial statuses<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Subject-wise or session-wise attendance mode selected<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Notification preferences configured (email, SMS, WhatsApp)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">QR\/barcode ID cards generated (if using scan-based attendance)<\/span><\/li>\n<\/ul>\n<p><b>Fees and invoicing:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Fee categories and templates created<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Line items, tax, and discount rules configured<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Payment gateway integrated (Stripe, PayPal, or Classe365 Payment Bridge)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Invoice template selected or customized<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Test invoice generated and payment recorded<\/span><\/li>\n<\/ul>\n<p><b>Users and permissions:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Permission groups created for each role<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Read\/write access defined per module per group<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Teacher accounts added and assigned to subjects<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Parent accounts linked to student profiles<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Login invitations sent to a test group<\/span><\/li>\n<\/ul>\n<p><b>Communication:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Notice templates tested (with audience targeting confirmed)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email and SMS notification templates reviewed<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">WhatsApp integration configured (if applicable)<\/span><\/li>\n<\/ul>\n<p><b>Go-live readiness:<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pilot cohort completed the full pipeline without errors<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Bulk student data imported and verified<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">White-label branding applied (logo, colors, custom URL)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-checked=\"false\" aria-level=\"1\"><span style=\"font-weight: 400;\">Support channel confirmed (24\/7 follow-the-sun support included with all subscriptions)<\/span><\/li>\n<\/ul>\n<h2><b>The Classe365 Admin Dashboard: Your LMS at a Glance<\/b><\/h2>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone  wp-image-8349\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_1-1-300x169.webp\" alt=\"Classe365 Admin Dashboard\" width=\"1007\" height=\"567\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_1-1-300x169.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_1-1-1024x578.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_1-1-768x433.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_1-1-1536x867.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_1-1.webp 1669w\" sizes=\"(max-width: 1007px) 100vw, 1007px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">When you <\/span><a href=\"https:\/\/login.classe365.com\/\"><span style=\"font-weight: 400;\">log into Classe365<\/span><\/a><span style=\"font-weight: 400;\"> as an administrator, the dashboard opens with a full institution snapshot. The LMS numbers sit inside it, in the &#8220;Academics &amp; LMS Data Overview&#8221; panel.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here&#8217;s what&#8217;s on screen:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Profile card<\/b><span style=\"font-weight: 400;\"> (top left): the logged-in administrator&#8217;s name, role, and institution, with quick links to Onboarding Journey, Knowledge Base, and View Profile.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>AI assistant bar<\/b><span style=\"font-weight: 400;\"> (top right): a prompt field for natural-language questions like &#8220;how many students enrolled this term,&#8221; with Library and Help shortcuts alongside it.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Top-line counts<\/b><span style=\"font-weight: 400;\">: Students (Active vs. Alumni), Teachers &amp; Admin Staff, Events, and New Submissions (broken down by Generic, Students Pre-admission, and Teachers Registration).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Academics &amp; LMS Data Overview<\/b><span style=\"font-weight: 400;\">, filterable by academic year, split into three panels:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Academics<\/b><span style=\"font-weight: 400;\">: Class, Section, and Subject counts<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Learning Management System<\/b><span style=\"font-weight: 400;\">: Flip Class Contents, Discussion Posts, Assessments, Quizzes, Live Lectures, and Resources, each with a live count<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Enrollment Overview<\/b><span style=\"font-weight: 400;\">: a donut chart showing enrollment status (In Progress, 100% in this example)<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h2><b>Reports Overview<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The reports section covers institution activity across a set date range, filterable by:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Today<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Last 7 days<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Last 1 month<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Last 2 months<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Last 3 months<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Custom<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Each report type breaks down separately:<\/span><\/p>\n<ul>\n<li aria-level=\"1\">\n<h3><b>New Students<\/b><\/h3>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone  wp-image-8348\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_2-1-300x131.webp\" alt=\"Student Records\" width=\"966\" height=\"422\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_2-1-300x131.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_2-1-768x337.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_2-1-1536x673.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_2-1-2048x897.webp 2048w\" sizes=\"(max-width: 966px) 100vw, 966px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">To add a student, click &#8220;Add Students&#8221; from the Students list. A form opens with five sections:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Enrollment<\/b><span style=\"font-weight: 400;\">: Select the Academic Session, Class, and Section. Click &#8220;Add Enrollment&#8221; to enroll the same student into a second class or section if needed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Academic Details<\/b><span style=\"font-weight: 400;\">: Enter First Name, Last Name, and Admission No.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Personal Information<\/b><span style=\"font-weight: 400;\">: Enter Student Email, Date of Birth, Student Contact, Gender, and Blood Group. Only date of birth, student contact, and gender are required.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Skills &amp; Social Details<\/b><span style=\"font-weight: 400;\">: optional fields for Profile Summary, Skills, Facebook Link, and LinkedIn Profile Link.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Additional Details<\/b><span style=\"font-weight: 400;\">: optional fields for Address, Zip Code, State, Country, Father&#8217;s Name, Mother&#8217;s Name, Parent Contact, and Parent Email.<\/span><\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone  wp-image-8347\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_3-1-300x148.webp\" alt=\"add students\" width=\"991\" height=\"489\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_3-1-300x148.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_3-1-1024x505.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_3-1-768x379.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_3-1-1536x757.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_3-1-2048x1010.webp 2048w\" sizes=\"(max-width: 991px) 100vw, 991px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You can also upload a profile picture from the top of the form. Once every required field is filled, click Save.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once submitted, the student appears in the Students list with their profile picture, name, class and section tag (Basic English &#8211; Level 1, in this example), admission number, email, and contact number. Each row gives you quick actions to view, edit, manage documents, generate an ID card, assign a guardian, or delete the record.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The list itself filters by Academic Session, Class, Section, and Subjects, and supports enrollment status filtering, column selection, export, and bulk selection across records.<\/span><\/p>\n<ul>\n<li>\n<h3><b>Attendance<\/b><\/h3>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8345\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_5-1-300x149.webp\" alt=\"\" width=\"1001\" height=\"497\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_5-1-300x149.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_5-1-1024x508.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_5-1-768x381.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_5-1-1536x762.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_5-1-2048x1015.webp 2048w\" sizes=\"(max-width: 1001px) 100vw, 1001px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Attendance sits inside the LMS. From the learner journey map, go into Modules under the learning management system to find it.<\/span><\/p>\n<p><b>Setting up the structure:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Standardize attendance statuses first: add each status (Present, Absent, Tardy, or any custom status), assign a short code, and pick a color.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">For any partial status, set a percentage split; for example, &#8220;Late&#8221; can be marked 50% absent and 50% present.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose whether attendance is taken by subject or by session, and select multiple sessions if needed.<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8344\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_6-1-300x147.webp\" alt=\"\" width=\"980\" height=\"480\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_6-1-300x147.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_6-1-1024x502.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_6-1-768x377.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_6-1-1536x754.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_6-1-2048x1005.webp 2048w\" sizes=\"(max-width: 980px) 100vw, 980px\" \/><\/p>\n<p><b>Taking attendance:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to Manage Attendance and select the cohort.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If subject-wise attendance is enabled, select the subject. Without it, only daily attendance is available.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The student list loads with a status field for each. Mark all as Present in one click, then adjust individual students: mark someone Absent, another Tardy, with an optional note like &#8220;late by 30 minutes.&#8221;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Before submitting, choose whether to send attendance notifications by email, SMS, or WhatsApp, and to whom (students, parents, or both).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Submit. The record updates immediately and shows up under that student&#8217;s profile for the specific subject.<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8343\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_7-1-300x131.webp\" alt=\"\" width=\"1005\" height=\"439\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_7-1-300x131.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_7-1-1024x448.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_7-1-768x336.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_7-1-1536x672.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_7-1-2048x896.webp 2048w\" sizes=\"(max-width: 1005px) 100vw, 1005px\" \/><\/p>\n<p><b>QR code or barcode scan<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Generate a student ID card with a built-in QR code or barcode.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The teacher opens the Classe365 mobile app on their phone.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The teacher scans the student&#8217;s ID card using the app&#8217;s scanner.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The system reads the code and automatically logs the student as present, with no manual entry required.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Attendance updates in real time and reflects under the student&#8217;s profile the same way manual entry does.<\/span><\/li>\n<\/ol>\n<h3><b>Student Recruitment &amp; Forms<\/b><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8342\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_8-1-300x147.webp\" alt=\"\" width=\"988\" height=\"484\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_8-1-300x147.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_8-1-1024x501.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_8-1-768x375.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_8-1-1536x751.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_8-1-2048x1001.webp 2048w\" sizes=\"(max-width: 988px) 100vw, 988px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Recruitment and admissions sit at the very start of the LMS implementation process for universities, since this is where student data first enters the system. Access it through Modules under CRM, Enroll &amp; Forms.<\/span><\/p>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8341\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_9-1-300x147.webp\" alt=\"\" width=\"988\" height=\"484\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_9-1-300x147.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_9-1-1024x501.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_9-1-768x376.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_9-1-1536x752.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_9-1-2048x1003.webp 2048w\" sizes=\"(max-width: 988px) 100vw, 988px\" \/><\/h4>\n<h4><b>Step 1: Choose the form type<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">There are three form types available:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Generic forms<\/b><span style=\"font-weight: 400;\">: for feedback, evaluations, or contact forms, a direct replacement for Google Forms, Jotform, or SurveyMonkey.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Admissions, enrollment, and re-enrollment forms<\/b><span style=\"font-weight: 400;\">: the core form used to bring students into the system.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Teacher registration forms<\/b><span style=\"font-weight: 400;\">: for onboarding new faculty.<\/span><\/li>\n<\/ol>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8340\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_10-1-300x206.webp\" alt=\"\" width=\"947\" height=\"650\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_10-1-300x206.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_10-1-1024x702.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_10-1-768x527.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_10-1-1536x1053.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_10-1-2048x1404.webp 2048w\" sizes=\"(max-width: 947px) 100vw, 947px\" \/><\/h4>\n<h4><b>Step 2: Set up the basic form details<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add a title and keyword, the keyword becomes part of the public-facing form URL.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose whether the form is public or private (requiring students, parents, or admins to log in).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add a confirmation message and description.<\/span><\/li>\n<\/ol>\n<h4><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8339\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_11-1-300x149.webp\" alt=\"\" width=\"960\" height=\"477\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_11-1-300x149.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_11-1-1024x508.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_11-1-768x381.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_11-1-1536x762.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_11-1-2048x1015.webp 2048w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/h4>\n<h4><b>Step 3: Build the form<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open the drag-and-drop form builder.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add fields using available elements: text, long text, date, selection box, checkbox, document upload, and signature.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">For feedback-style forms, add rating scales, opinion scales, or net promoter score fields.<\/span><\/li>\n<\/ol>\n<h4><b>Step 4: Add conditional logic (optional)<\/b><\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8338\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_12-1-300x149.webp\" alt=\"\" width=\"983\" height=\"488\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_12-1-300x149.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_12-1-1024x507.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_12-1-768x380.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_12-1-1536x761.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_12-1-2048x1014.webp 2048w\" sizes=\"(max-width: 983px) 100vw, 983px\" \/><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set rules so specific fields appear only when certain other fields are selected.<\/span><\/li>\n<\/ol>\n<h4><b>Step 5: Build the workflow<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a custom workflow with stages (for example: Pending, Interview, Enrollment Agreement, Admission Denied, Enrolled).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Color-code each stage for visual tracking.<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8336\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_14-1-300x118.webp\" alt=\"\" width=\"986\" height=\"388\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_14-1-300x118.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_14-1-1024x404.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_14-1-768x303.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_14-1-1536x605.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_14-1-2048x807.webp 2048w\" sizes=\"(max-width: 986px) 100vw, 986px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8335\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_15-1-300x111.webp\" alt=\"\" width=\"989\" height=\"366\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_15-1-300x111.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_15-1-1024x378.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_15-1-768x284.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_15-1-1536x567.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_15-1-2048x756.webp 2048w\" sizes=\"(max-width: 989px) 100vw, 989px\" \/><\/p>\n<h4><b>Step 6: Set availability and payment<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Define the time window during which the form stays live.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Attach fees from the fee and invoicing module, marking each as mandatory or optional.<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8334\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_16-300x77.webp\" alt=\"\" width=\"951\" height=\"244\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_16-300x77.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_16-1024x264.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_16-768x198.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_16-1536x396.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_16-2048x528.webp 2048w\" sizes=\"(max-width: 951px) 100vw, 951px\" \/><\/p>\n<h4><b>Step 7: Link forms (optional)<\/b><\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8333\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_17-300x236.webp\" alt=\"\" width=\"924\" height=\"727\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_17-300x236.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_17-1024x806.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_17-768x605.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_17-1536x1209.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_17.webp 1664w\" sizes=\"(max-width: 924px) 100vw, 924px\" \/><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use form linking to connect a lead form to an application form, or an application form to a reference check, useful for higher education LMS setups where a reference check precedes enrollment.<\/span><\/li>\n<\/ol>\n<h4><b>Step 8: Configure notifications<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create an email template.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Trigger it at specific workflow stages.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set recipients (administrators, students, or both).<\/span><\/li>\n<\/ol>\n<h4><b>Step 9: Set advanced settings<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add terms and conditions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enable status check, so applicants can enter their submission ID and receive their application status by email.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add custom CSS, Google Analytics, or marketing codes if needed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Copy the embed code to add the form to an external website.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">One limitation worth flagging in an LMS implementation plan: if you embed the form on an external site, only Stripe and Authorize.net are supported for online payments.<\/span><\/p>\n<h4><b>Step 10: Track submissions<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once submitted, view all applications in Grid, List, or Kanban view.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click any application to see student details, notes, attachments, linked submissions, fee payments, and other related submissions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Assign tasks (calls, emails, follow-ups) to team members from the same screen.<\/span><\/li>\n<\/ol>\n<h4><b>Step 11: Enroll the student<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once approved, click Enroll.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Confirm or update the selected course.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Send login credentials to the student or parent by email.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Submit. The student&#8217;s data now appears in the student information system automatically, with their original submission still accessible from their profile.<\/span><\/li>\n<\/ol>\n<h3><b>Fees &amp; Invoicing<\/b><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8331\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_19-300x131.webp\" alt=\"\" width=\"982\" height=\"429\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_19-300x131.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_19-1024x447.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_19-768x335.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_19-1536x671.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_19-2048x895.webp 2048w\" sizes=\"(max-width: 982px) 100vw, 982px\" \/><\/p>\n<h4><b>Step 1: Create a fee category<\/b><\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8330\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_20-300x146.webp\" alt=\"\" width=\"980\" height=\"477\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_20-300x146.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_20-1024x498.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_20-768x373.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_20-1536x747.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_20-2048x996.webp 2048w\" sizes=\"(max-width: 980px) 100vw, 980px\" \/><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Go to Fees &amp; Invoicing and click Add Fees &amp; Invoices.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the Fee Name (this can also function as a fee template, for example, &#8220;Term One Fees&#8221; or &#8220;Tuition Fee&#8221;).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set the Fee Type, Invoice Date, and Due Date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add a Description, notes, or bank transfer details if needed.<\/span><\/li>\n<\/ol>\n<h4><b>Step 2: Add line items<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click Add a Line Item.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the item name, rate, and quantity. The total calculates automatically.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add tax to any line item using Add Tax; applicable taxes appear as a selectable list.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add multiple line items if the fee covers several charges.<\/span><\/li>\n<\/ol>\n<h4><b>Step 3: Apply discounts<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use Add a Discount to apply a percentage or flat discount to the entire invoice.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Alternatively, add a discount as a negative line item, useful for scholarships (for example, entering -300 as its own line).<\/span><\/li>\n<\/ol>\n<h4><b>Step 4: Choose an invoice template<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select from existing invoice templates in the Invoice Template panel, or build a custom one under Settings &gt; Invoice Templates.<\/span><\/li>\n<\/ol>\n<h4><b>Step 5: Add payers<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click Add Payers.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose how to apply the fee: to an entire cohort (for example, all Bachelor of Business students), to all students enrolled in a specific subject, to individual students, or to prospective students still sitting in the CRM who haven&#8217;t enrolled yet.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">For institutions working with education agents, invoice agents directly through the agency module.<\/span><\/li>\n<\/ol>\n<h4><b>Step 6: Configure payment options<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Toggle Partial Payments if students should be allowed to pay in installments.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Toggle Enable Payment via Credit Balance to let students apply existing credit to this invoice.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Toggle Recurring Payment for subscription-based billing (for example, a monthly invoice running for 12 cycles), and set whether the cycle starts on payment or on the due date. This requires Stripe or the Classe365 Payment Bridge.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Toggle Link With Finance Module to sync the invoice as a debit or credit entry, or connect to Zoho or QuickBooks for chart-of-accounts syncing.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Toggle Multi Currency Support if invoicing across currencies.<\/span><\/li>\n<\/ol>\n<h4><b>Step 7: Save and send<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Save the fee category or template.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The invoice is generated for the selected payers and becomes visible under both the Invoices tab and the specific fee category.<\/span><\/li>\n<\/ol>\n<h4><b>Step 8: Track and manage invoices<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open any fee category and use Filter to view invoices by status (for example, all unpaid invoices).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Send email notifications directly from this view.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Export invoice data, including any custom student fields, to Excel or CSV.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If subscriptions are enabled, view them under the Subscriptions tab, showing total cycles, what&#8217;s paid, and what&#8217;s upcoming.<\/span><\/li>\n<\/ol>\n<h4><b>Step 9: Record a payment<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Select an invoice and click Add Payment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">For manual payments (cash or check), enter the check number and payment date, then send a receipt.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">For in-person card payments, use the virtual terminal (requires an integrated payment gateway).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Apply any available credit balance toward the payment if applicable.<\/span><\/li>\n<\/ol>\n<h4><b>Step 10: Manage credit balances and refunds<\/b><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">From a student&#8217;s profile, open the Fee &amp; Invoicing tab to view a summary of paid and unpaid invoices, and download a full statement.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add a credit balance directly to a student&#8217;s profile from this screen.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">For paid invoices, use the refund option to process full or partial refunds, adding a reason and notes.<\/span><\/li>\n<\/ol>\n<h3><b>Fund Raising<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Access this under Fundraising &gt; Campaigns, split into three tabs: Campaigns, Donors, and Payment Transactions.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8329\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_21-300x149.webp\" alt=\"\" width=\"1009\" height=\"501\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_21-300x149.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_21-1024x507.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_21-768x381.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_21-1536x761.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_21-2048x1015.webp 2048w\" sizes=\"(max-width: 1009px) 100vw, 1009px\" \/><\/p>\n<p><b>Creating a campaign:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click Add Campaign.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter the campaign title and description.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Upload an image or video, and crop the image to size if needed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Format the description using the rich text editor.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set the campaign live, along with start and end dates and a funding goal.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter Stripe keys to enable payments.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choose whether to display donors publicly and enable social media sharing.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Save.<\/span><\/li>\n<\/ol>\n<p><b>Managing a live campaign:<\/b><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8328\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_22-300x132.webp\" alt=\"\" width=\"989\" height=\"435\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_22-300x132.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_22-1024x449.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_22-768x337.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_22-1536x674.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_22-2048x899.webp 2048w\" sizes=\"(max-width: 989px) 100vw, 989px\" \/><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">View the campaign dashboard to see how it appears to the public: image, description, FAQs, and funding progress (0 raised, 0% of goal, days remaining, in this example).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Donors can pay directly from the campaign page, or an administrator can add a manual payment on their behalf from the dashboard.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once you record a donation, funds, donor details, and payments update automatically on the dashboard.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">View the Donors tab to see individual donor contact details and their corresponding payment transactions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Generate and print an invoice for any donation, showing the transaction, campaign name, and donor details.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Embed the campaign on an external site, or delete it, from the same screen.<\/span><\/li>\n<\/ol>\n<h3><b>Notices<\/b><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-8327\" src=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_23-300x278.webp\" alt=\"\" width=\"810\" height=\"751\" srcset=\"https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_23-300x278.webp 300w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_23-1024x949.webp 1024w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_23-768x711.webp 768w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_23-1536x1423.webp 1536w, https:\/\/www.classe365.com\/blog\/wp-content\/uploads\/2026\/09\/Image_23-2048x1897.webp 2048w\" sizes=\"(max-width: 810px) 100vw, 810px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Notices sit under Modules &gt; Messaging, alongside Emails, SMS, and WhatsApp tabs.<\/span><\/p>\n<p><b>Step 1: Start a new notice<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click Compose.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Under &#8220;What are you sending?&#8221;, select Create a Notice (the other options are Compose an Email and Compose an SMS).<\/span><\/li>\n<\/ol>\n<p><b>Step 2: Write the notice<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Enter a Title.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Write the Description using the rich text editor; formatting options include bold, italic, underline, alignment, numbered lists, links, images, and tables.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use Write With AI if assistance drafting the notice is needed.<\/span><\/li>\n<\/ol>\n<p><b>Step 3: Set the audience<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Under Publish To, select who receives the notice: Admins, Teachers, Students, Parents (Active), or Parents (Alumni). Multiple groups can be selected at once.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Toggle Notify via email if the notice should also trigger an email alert.<\/span><\/li>\n<\/ol>\n<p><b>Step 4: Save<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click Save to publish the notice.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Once saved, the notice appears in the Notices list with its title, a preview of the description, publish date, and the groups it was sent to (visible as tags, for example, &#8220;Admins, Teachers, Students, Parents (Active)&#8221;). From this list, administrators can pin a notice, view details, edit, or delete it.<\/span><\/p>\n<h2><b>FAQ<\/b><\/h2>\n<h3><b>How long does a typical learning management system implementation take?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">It depends on data volume and how many modules you activate. Classe365 has onboarded institutions with 8,000+ students in about two weeks. Smaller institutions with cleaner data can be live in under a week. The bottleneck is almost always data preparation on the institution&#8217;s side, not platform configuration.<\/span><\/p>\n<h3><b>Do we need technical staff to implement Classe365?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">No. The platform is configured through the admin dashboard, form builders, and settings panels, all browser-based, no coding required. IT involvement is useful for data migration, SSO setup, and payment gateway integration, but a registrar or operations lead can handle most of the configuration.<\/span><\/p>\n<h3><b>Can we implement modules in phases instead of all at once?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Yes, and most institutions should. Start with the academic structure, student enrollment, LMS content, and grading. Add fees, fundraising, degree audit, and e-commerce in later phases. Classe365 lets you enable and disable modules individually, so nothing is forced on you before you are ready.<\/span><\/p>\n<h3><b>What data do we need to prepare before starting?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">At minimum: student records (names, IDs, contact details, enrollment data), the academic structure (programs, classes, sections, subjects), and grading scales. Fee templates and teacher records come next. Export these from your current system and clean duplicates before importing.<\/span><\/p>\n<h3><b>Does Classe365 support migration from other LMS platforms?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Yes. The platform integrates with Canvas, Moodle, and Google Classroom, and supports bulk data import via templates. The Classe365 team provides migration support as part of onboarding.<\/span><\/p>\n<h3><b>What is the biggest LMS implementation challenge for universities?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Faculty adoption. The platform configuration is straightforward. Getting 50+ faculty members to shift from email and spreadsheets to a structured LMS requires a live walkthrough, a focused starting point (usually the gradebook or content builder), and patience. Rolling out one module at a time works better than a full-system launch on day one.<\/span><\/p>\n<h3><b>Can we customize the platform terminology?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Yes. Under Organization Settings, you can rename default terms (teachers to professors, subjects to courses, classes to programs) to match your institutional vocabulary. Do this during setup, before users see the default labels.<\/span><\/p>\n<h3><b>Is training included with the subscription?<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Every Classe365 subscription includes 24\/7 support and access to deep-dive module walkthroughs on YouTube. The team also runs onboarding sessions for new institutions. For more on what the onboarding experience looks like, see our<\/span><a href=\"https:\/\/www.classe365.com\/blog\/what-to-expect-in-a-classe365-student-information-system-demo\/\"> <span style=\"font-weight: 400;\">Classe365 demo walkthrough<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learning management system implementation is where most universities either set themselves up for three smooth years or three painful ones.\u00a0 This guide walks through the full Classe365 LMS implementation process. Every section below covers what to configure, in what order, and what each screen looks like when you open it. If you are evaluating a [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":8350,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-8325","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/posts\/8325","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/comments?post=8325"}],"version-history":[{"count":1,"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/posts\/8325\/revisions"}],"predecessor-version":[{"id":8352,"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/posts\/8325\/revisions\/8352"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/media\/8350"}],"wp:attachment":[{"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/media?parent=8325"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/categories?post=8325"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.classe365.com\/blog\/wp-json\/wp\/v2\/tags?post=8325"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}