Overview
Follow the steps in this tutorial or the implementation steps on your home page to get your TutorFirst database ready for roll-out.
When you are new to TutorFirst there is an interactive implementation steps guide on the TutorFirst home page, which may be accessed by your Admin users.
Article Sections
- Sending Emails from TutorFirst
- Load Your Logo
- Instant help with Dots
- Getting help
- Important note about working on multiple tabs
- Implementation Steps
Sending Emails from TutorFirst
To be able to send emails from TutorFirst you need to add then verify an email address for sending outbound emails.
Go to: Setup > My Account > AWS Sender Email > Add an email address.
Press Request Verify Email and check the inbox for that email and complete the verification process. Check your spam or junk folder if you don't see the verification from Amazon Web Services in your inbox.
When done return to the My Account page and check that the address is verified.
Load Your Logo
At the bottom of the My Account page load your logo to be shown on user interface, documents produced and branded login for tutors and customers.
Setup > Company > My Account
Help Dots
As you move around TutorFirst you will see circular dot icons with a small i in the middle. Click these dots for help and links to relevant tutorials.
Agency Contracts
If you have contracts with outside agencies set up these programs in TutorFirst.
SUX09. How to Setup an Agency SES or ELT Program
Getting Help
If you have any questions as you get your database set up please submit a support ticket for help or book one of your online help sessions with the link on the home page of TutorFirst.
Should you wish to book Concierge Assistance where we import data, build reports, WebForms or generally work in your database for you, the charges are $50.00 per hour.
Important Note about Multiple Tabs
If using multiple tabs to work in TutorFirst ensure you do not perform the same function at the same time on the different tabs. For example if you open the new payment tab for one customer in one tab then open the new payment tab for another customer in another tab and save a payment you may get payment conflict. If you are on different browsers or computers this is not an issue.
Implementation Steps
Please open the Implementation Steps on the home page of TutorFirst for a step by step list of required items and optional items that can be setup.
Mark items as done when complete or not required.
The Implementation Steps will disappear when at 100% complete.