IN BRIEF
The CLASSES page includes a wide range of filters that allow administrators to quickly narrow results when viewing classes, sending Email Blasts, generating roll sheets or evaluations, assigning sessions, or making bulk updates. Understanding how each filter works helps ensure accurate results based on enrollment timing, availability, and class configuration. 

• Overview
  • Important Notes
• Accessing the Feature
• Step-by-Step Instructions
  • Available Filters
• Troubleshooting & FAQs
• Related Articles

Overview

The filters available on the CLASSES page provide flexibility when searching for specific classes or groups of classes. These filters can be combined to refine results based on class setup, enrollment conditions, scheduling, and more.

Common use cases include:

• Sending targeted Email Blasts
• Reviewing class availability
• Generating reports or roll sheets
• Performing bulk updates using the Quick Edit tool
• Identifying classes tied to specific programs, sessions, or attributes

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Important Notes

• When sending Email Blasts, results default to students active as of the selected "Enrollment Date."
• After applying filters, select RESET FILTERS or press ESC to clear all selections.
• Commonly used page filter settings can be saved as Smart Filters. 
  • Smart filters are created on a per-user basis, so each staff member can have their own set of commonly used filters.

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Accessing the Feature

1. From the main navigation menu, go to Classes.
2. Use the filter panel on the CLASSES page to refine results.

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Step-by-Step Instructions

1. Navigate to the CLASSES page.
2. Apply one or more filters based on your needs.
3. Review the filtered results in the class list.
4. Adjust or reset filters as needed.

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Available Filters

• Class Status
  • ALL – show all classes (Active and Inactive)
  • ACTIVE – show only active classes
  • INACTIVE – show only inactive classes
• Enrollment Date
  • Determines class occupancy and enrollment visibility based on the selected date
• Day of the Week
  • Filter classes by specific meeting days
• All Start Times
  • Filter classes within a specific 30-minute start time window
  • Only time ranges with matching classes will appear
• All Sessions
  • Filter classes by selected session(s) or rolling session(s)
  • Results depend on the selected "Enrollment Date" and Look Ahead settings
  • Past sessions are hidden by default (toggle to display)
  • Sorting:
    • Current/Future sessions – ascending by start date
    • Past sessions – descending by start date
    • Same start date – sorted by name
  • Multiple session behavior:
    • Occupancy table shows the session used for calculations
    • Option to "Show All Enrollments"
      • Enabled:
        • Displays enrollments across all selected sessions
        • Groups enrollments by session
      • Disabled:
        • Shows only enrollments tied to the current session
• All Programs
  • Filter by program assignment
• All Levels
  • Filter by class level
• All Zones
  • Filter by zone assignment
• All Tuitions
  • Filter by tuition type
• All Billing Schedules
  • Filter by billing schedule
• All Ages
  • Filter by allowed student age range
• All Genders
  • Filter by allowed gender
  • Selecting only "Male" or "Female" excludes Co-Ed classes
  • Include "Co-Ed" to see all eligible classes
• All Availability (as of “Enrollment Date”)
  • Has Openings – classes with available spots (excludes Waitlist)
  • Has Openings and Waitlists – includes both openings and Waitlist
  • No Openings – classes that are full
  • Has Future Absences – classes with upcoming absences
  • Has Drops – classes with scheduled drops (based on Look Ahead)
    • Behavior varies depending on session selection
  • Has Waitlists – classes with Waitlist enrollments
  • Has Trials – classes with scheduled Trial enrollments
• All Instructors
  • Filter by assigned instructor(s)
  • Substitute instructors appear only if scheduled on the selected "Enrollment Date"
• All Autopilot Settings
  • Filter by:
    • Waitlist Autopilot
    • Allow Waitlist Offers If Requirements Not Met
• All Online Settings
  • Show to Customers – classes visible in the Customer Portal/Mobile App
  • Hide Enrollments – classes with hidden enrollment visibility
  • Allow Registration – classes open for online registration
• All Keywords
  • Filter by assigned class keywords
• Show Non-Billable Classes Only
  • Show classes marked as non-billable
• Show Classes With Substitutes Only
  • Show classes with substitute instructors on the selected date
• Filter By Notes
  • Filter based on notes attached to classes:
    • Note Status:
      • ALL – all notes
      • OPEN – open notes only
      • CLOSED – closed notes only
    • Note Priority:
      • Low
      • Medium
      • Critical
• Restrict Results to Punch-Pass Only
  • Show classes with "Punch Pass/Single Day Only" enabled

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Troubleshooting & FAQs

• Why are my Email Blast results missing students?
  • The system defaults to students active as of the selected "Enrollment Date." Adjust this date or review enrollment timing settings.
• Why are some sessions not showing in the filter?
  • Past sessions are hidden by default. Enable the toggle to show past or rolling sessions.
• Why do my enrollment counts seem incorrect?
  • Ensure the "Enrollment Date" aligns with the selected session(s). Mismatched dates can affect occupancy calculations.
• Why are substitute instructors not appearing in results?
  • Substitute instructors only appear if they are scheduled on the selected "Enrollment Date."
• Why are Co-Ed classes missing when filtering by gender?
  • Selecting only "Male" or "Female" excludes Co-Ed classes. Include "Co-Ed" to see all applicable classes.

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Related Articles

• How Do I Create and Use Smart Filters?
• How Do I Send Email Blasts from the CLASSES Page?
• How Do I Use the Classes Quick Edit Tool? 
• How Do I Print Roll Sheets (CLA-4)? 
• How Do I Manage Sessions and Rolling Sessions?

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