Configuring Business Settings for Classes

Last updated: July 12, 2025

Prerequisites

Before creating a class, ensure:

  • You are logged in as an Administrator or a user with Training permissions.

  • To add Memberships to your RangeWorks services contact Support

Steps to Configure Business Settings

1. Navigate to the Business Settings Page

  • From the Admin Dashboard, go to Business Settings

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  • While in "Consumer UI" select Classes tab

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2. Enter Class Order Confirmation Email Address

  • This email will receive alerts after every class sale

  • Multiple email addresses can be added if they are separated by commas

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3. Set Communication Settings

  • Check "Send Readiness Survey Emails" to send an email gathering some general information about the customers previous experience with training

    • Enter "Readiness Survey Time Window" in hours for how long after the class purchase the customer will receive this survey

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  • Check "Send Reminder Emails" to send an email reminding the customer about their class

    1. Enter "Reminder Email Time Window" in hours for how long before the class the customer will receive the reminder email

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  • Check "Send Follow Up Survey Emails" to send an email requesting the customer fill out a survey about their experience with theclass

    • Enter "Follow Up Survey Time Window" in hours for how long after the class the customer will receive the follow up survey

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4. Set Class Certificate Settings

  • Enter the different agency names you have classes for to help generate class certificates

    • Separate the agency names with commas

    • Click "Save Changes" when you are done entering the agency names

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5. Display Position

  • Drag the memberships in the order you would like them to display

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