Lessons: Edit an account, reset password or update information/email/SMS

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SwimOffice Admin - Super User or Lesson Admin - Full Access

To adjust an account in Lessons, reset password or update email/information, follow these steps.

  1. In the side menu click Team Admin > Lesson Admin.
  2. Click the Acnts/Revenue tab.
  3. Search for an account and click its name (NOT the check box).
  4. Click Account tab and edit the desired information.
    • If you update an email address, then once you click Save it will send an email to that address with a link for them to click which will verify the address.
    • See the below steps if you update an SMS number. You will need to be in direct contact with the user when you do this.
    • Click Reset Password button to reset it for them.
    • Click Email Login Instructions to send those and allow them to reset their password.
    • To edit information type in the fields.
  5. Click Save.

To edit or add an SMS number for texting (continued from the above steps),

  1. Fill in the cell number in the SMS field.
  2. Pick the cell Carrier for that phone from the drop down menu.
    Enter SMS number and carrier
  3. Click Save in the upper right and it will send that number a verification text.
  4. Have the owner of that SMS number check their mobile device for a "Verify your SMS" text from notifications+alias, where alias is your team's alias, and open it. Note that some cell carriers can take awhile to deliver the message.
    SMS verification text
  5. When they tap the link they should see one of two possible messages.
    • "Success! We have validated your primary SMS." (or "secondary SMS" if that's what you were verifying)
    • "Sorry, your primary SMS has already been validated." Sometimes just opening the text will verify the number, resulting in this message.
    In either case the SMS number is verified and ready to receive texts from the team.
  6. If tapping the link doesn't work, have them tell you the four digit code number in the text message.
  7. If they get the message "Sorry, the code XXXX did not match any codes," continue.
  8. Click the Unverified button above the SMS number.
    Enter SMS verification code
  9. If they got the error in step 7 on your mobile device, click Resend Verification and go back to step 4.
  10. Enter the four digit code from their text message in the Verification Code field and click Verify.
  11. You will see Verified in green above the SMS number. You may need to close their profile and reopen it to see this.
    Verified SMS number

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See Also
Generate a report showing Curriculum items
Move Athletes / Students

Lessons

  1. Lessons deployment VIDEO tutorials
  2. Lesson Management VIDEO Tutorials
  3. Lesson Interactive QuickStart Guide
  4. Lessons: User Guide
  5. Lessons - How to turn it on
  6. Lessons - New Team: Cleanup your lesson program before you add/edit/deploy
  7. Lessons: Edit registration page components
  8. Can I access an account from the classes tab?
  9. Lessons: Rename "Swim Lessons" button
  10. Enforcing the emergency information to be filled
  11. Lessons - Setting a custom annual reg fee
  12. Lessons: Turn off the automatic wait list function for check payers
  13. Lessons - Turning the lesson filters Days offered & Time offered
  14. Lessons and How do I see the Full Heat map?
  15. Lessons: Prorate class fees
  16. Lessons - Email All Active
  17. How can I hide the open slots on the public facing view?
  18. Lessons - Do financial transactions from Lessons get included in the QuickBooks iif file?
  19. Lessons: Edit an account, reset password or update information/email/SMS
  20. Lessons: Multi-class percentage discount
  21. Lessons: Multi-student/swimmer percentage discount
  22. Lessons: Can I delete an account or student?
  23. How do I email the instructors?
  24. How do I hide the Annual Registration Fee wording on Lesson Home Page?
  25. Lessons - Adding New, Clearing, Deleting slot limits
  26. Lessons: Multi Edit Basic Info for Classes
  27. Lessons: Multi Overwrite Slot Structure / Multi Update class times
  28. Lessons: View upcoming monthly classes revenue
  29. Lessons: Report of monthly classes revenue
  30. Lessons: Find and fix credit card failures in monthly billing
  31. Lessons - testing the lessons system
  32. How do I view the user defined fields in Lessons?
  33. Lessons: Set up a class for recurring monthly billing
  34. How do lesson sessions work?
  35. Lesson - Can I create/Clone a class with no or a zero fee associated with it?
  36. Lessons - Admins placing new students into a full class or onto a waitlist (override the slot limit)
  37. Lessons - Search returns a maximum 500 classes error
  38. Lesson - Can I hide the instructor tab?
  39. Lessons: Enter check payment / Pay & Approve
  40. Lesson - Email
  41. Lesson - How do I add an Instructor?
  42. Lesson - Creating Classes with No Times
  43. Lesson - I registered swimmers under my admin Account!
  44. Lessons - I moved my athlete but the payment screen did not show.
  45. Lesson - What is a Program / Subprogram / Class?
  46. Lesson - Why Can't I save my Class
  47. Lessons: Admin access levels
  48. Lesson Report of Account and Student Information
  49. Lessons - Setting Account Status (including suspending the recurring billing system)
  50. Lessons - Can I enforce the middle name during registration?
  51. Lessons - Can I generate a report showing Curriculum items?
  52. Lessons - How Family Fee works in Class setup
  53. Lessons: View Account and Student info on swim team side
  54. Lessons - Add Student to Lessons program
  55. Lessons - How do I add a waiver and make it optional or required?
  56. Lessons - How do I Add more registration spots to a class?
  57. Lesson - Search by 'ALL' on students tab and Accounts/Revenue Tab returns no data
  58. Lessons: Only allow returning students to signup/ different signup dates for returning vs new
  59. Lessons - How do I delete a Class?
  60. Lessons - How do I print or view legally binding agreements?
  61. Lessons - How do I turn off classes or disable them?
  62. Lessons: Allow/disallow check payments and credit cards
  63. Lessons - What is a Heat Map?
  64. Lessons - What is curriculum?
  65. Lessons - Why aren't my classes showing?
  66. Lessons - Why can't I see my Swim Lessons button or tab?
  67. Lessons Wait List Q&A
  68. Lessons: Annual Registration Fee per Account / Member
  69. Lessons: Apply additional fee/charge or discount based on yes/no question
  70. Lessons - Attendance Report
  71. Lessons: Chart of Accounts (Add New, Hidden, Show)
  72. Lessons: Convert Member / Can I push my lessons student to my Account Member Admin?
  73. Lessons: Coupon Code
  74. Lessons: Excel Export for students
  75. Lessons: Find which time slots students are in
  76. Lessons: How can I generate a refund report?
  77. Lessons: How can I know when new students register?
  78. Lessons: How can I view account revenue and student information?
  79. Lessons - Cancel / remove a student from a registration
  80. Lessons: Clone a class
  81. Lessons: Create/add multi-class discount
  82. Lessons - Creating a multi-swimmer dollar discount
  83. Lessons: How do I delete [Not Assigned] instructor from registration page?
  84. Lessons: How do I export a report that shows the medical notes?
  85. Lessons: Manually register student(s)
  86. Lessons: How do I print an instructors report?
  87. Lessons: Refund check or credit card
  88. Lessons: See who paid by check and credit card
  89. Lessons: Remove a waitlist/wait list student from the system
  90. Lessons - Management & reporting including attendance and student moves
  91. Lessons: Update credit card information
  92. Lessons: Add or edit pool location Map
  93. Lessons: Instructor reports - students, medical, attendance
  94. Lessons: Income Transaction Report
  95. Lessons: Moving Athletes / Students
  96. Lessons: Print a list of addresses, phone numbers and emails
  97. Lessons Step 1A - System Setup
  98. Lessons: User Defined Field for Account and/or Member
  99. Lessons: Change Payment Type for monthly classes
  100. Optionally send receipt email when you manually add or move a student
  101. Lessons - What is Class Manage?
  102. Lessons: Can't see Classes
  103. Why isn't my swim lesson module turned on?
  104. Can I delete classes in lessons?
  105. What order are Wait List students in? How do I view?
  106. Lessons: Mailing Labels
  107. Lessons: Admin reports - Students, Registrations, Classes, CCs
  108. Lessons - Account keeps getting the error that their login/password is not active
  109. Lessons: Non Admin update/change credit card
  110. Lessons - Expiring Credit Card Report
  111. Lessons: Manually refund a credit card to a different card or payment method
  112. GST (Goods & Services Tax for AUS only) - Lesson implementation / reporting
  113. Lessons: Add a charge or credit to a Lessons account
  114. Lessons: Why didn't an additional credit/charge apply to lessons account at checkout?
  115. Lessons: Pay an additional charge
  116. Lessons: Apply a credit to a Pay by Check charge
  117. Lessons - Do additional credits or charges apply to recurring billing?
  118. Lessons: Manual credit card charge or refund through payment gateway
  119. Lessons: Move a student to a different class
  120. Lessons: Customize the program registration bar(s)
  121. Lessons: Make on demand charges with credit cards
  122. Lessons: Disable/remove option to pay by check/mail payment
  123. Lessons: ACH not available
  124. Lessons: Accounts with credit cards - CC on File report
  125. Lessons: Refund additional payments
  126. Lessons: Instructor names are red in Heat Map

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