Help | Taramala - User contributions [en]

Subscriptions

2026-06-10T13:13:25Z

Admin: /* Can a student register for classes if an invoice payment is late */

Subscriptions are a powerful way to keep the studio going. Besides providing a regular sense of income, it also boosts class attendance and creates a thriving community.

Taramala supports a monthly subscription model allowing students to purchase or setup a subscription online. Once a subscription is setup, the student will be billed monthly via [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square]. This can be either through an emailed invoice or via use of a credit card stored on file is autopay is enabled for the studio Taramala account.

=== What information is stored in a subscription? ===
A subscription has the following properties:
* Bought on field (start date).
* Expiration date: the date when the subscription terminates.
* Cost: how much is charged each billing cycle.
Taramala contains logic to ensure that there are no overlapping subscriptions of the same type for a student.

=== Editing Subscriptions ===
While all fields are editable in a manual subscription, not all fields can be changed for an student subscription that is managed by Square.
* Bought on field (start date). Can be set today or a date in the future for a new subscription but cannot be changed once the subscription is active,
* Expiration. Is usually left null when creating a subscription, but can be set to a date in the future if needed. This field cannot be changed once the subscription is active,
* Cost. Defaults to the subscription package type cost for new subscriptions but can be changed when creating a subcription for a student. The cost can also be changed for an active subscription. In this case, the new cost will be used during the next billing cycle. Note that the cost can only be changed once within a single billing cycle.

=== Autopay feature for Subscriptions ===
If autopay is supported for the studio's account, the student is required to enter credit card information and the student is billed at that time for the subscription and then again on a monthly basis. If autopay is not supported, an invoice is sent to the student and the student pays the invoice separately.

==== Autopay: What if a student's credit card expires? ====

If a credit card used for autopay is canceled or expires, the following will happen:

* '''Student-Only Updates:''' Due to strict PCI compliance requirements, only the student can update their credit card information. Studio owners cannot do this on their behalf.
* '''Email Invoicing:''' An email invoice will be automatically sent to the student. When the student pays this invoice, they will be given the option to re-enroll in autopay.
* '''Late Payment Notices:''' If the payment becomes past due, a notice will appear on the student website informing them of the late payment, along with a direct payment link. When the student uses this link to pay, the new credit card will be automatically set up for future autopayments.
* '''Late Payment Enforcement:''' A student is given a 10 day grace period to make a subscription payment, after that the student will not be able to register for classes.

[[File:subscription-invoice-late.PNG|600px|center]]

=== Can a student register for classes if an invoice payment is late ===
If a student is late is paying for a subscription, she will see the following reminder in the studio schedule widget and will be given a 10 day grace period to make a payment. During this period, she will still be able to register for classes, but after 10 days class registration will not be allowed until payment is made.

[[File:subscription-invoice-late.PNG|600px|center]]

=== How can I check subscription status in Taramala ===
Under the Purchase tab there is a panel where you can quickly review your studio's subscribers and see most recent payments, how long a subscription was active and whether the account is current.

[[File:subscriptions-tab.png|600px|center]]

=== How do I find my subscriptions in Square? ===
After logging in to [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square], go to the look for the 'Subscriptions' module in the left side navigation pane. All subscriptions created by Taramala are visible there.

https://squareup.com/dashboard/subscriptions

=== How do I enter Square Subscriptions manually? ===
Subscriptions are often purchased online by students, but you can also add a Square subscription in the Taramala app as shown below.

[[File:Card-square-subscription.PNG|center|Add a Square subscription|400px]]

In this scenario, you can manually add a Square subscription just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

=== How do I enter Manual Subscriptions? ===
This may be useful for students that you are migrating over to Taramala and the student already has an active subscription. In this case, you would like Taramala to only keep track of classes and not handle monthly invoicing.

In this scenario, you can manually enter subscriptions just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

When you enter a subscription, you have the option to setup Square on the subscription.

[[File:package-type-square.PNG|center|400px]]

If you check the Square checkbox, a subscription for your student will be created in Square and an invoice emailed to the student. If autopay is enabled, the next time the student navigates to the student schedule, the student will be prompted to enter credit card information which will be used to pay for the subscription on a monthly basis.

If you are migrating subscriptions from another system, set the 'Bought On' date to be the date of the next invoice for the subscription as it is set in the system you are migrating from and then cancel the subscription in the old system.

=== How do I cancel Subscriptions? ===
While it's possible to cancel subscriptions in Square, it's best to do this in Taramala since both Taramala and Square will be updated at the same time.
To cancel a student's subscription go to the Student's tab and select the student, then scroll down in the edit console to where Subscriptions are and click to edit the active subscription. From there, select 'Cancel Subscription'.

[[File:cancel-subscription.PNG|400px]]

==== Can Students Cancel Their Subscriptions? ====
There is an option in the subscription tab to either allow students to cancel a subscription online or not. To provide studios with the ability to allow clients to cancel a subscription online, "click to cancel" support is provided as an option in the editor for Subscription Packages. This feature was added to make it easier for your students to cancel without require any effort on your part.

[[File:click-to-cancel-editor.png|center|600px]]

When enabled, students can cancel their subscriptions online from the 'Account' page of the [[Studio_Website]].

[[File:click-to-cancel.png|center|500px]]

Note that this feature is disabled by default.

=== How Can I Pause a Subscription? ===
While Taramala does not currently support pausing subscriptions, this can be done in Square by locating the subscription in Square and then pausing it.

[[File:square-pause.png|400px|center]]

=== Subscriber Benefits ===

With Taramala's [[Custom_Pricing|custom pricing]] for classes and events, students can use their subscription to gain access to otherwise paid events. This is clearly shown in the student schedule as show below.

[[File:subscription-benefits.PNG|600px|center]]

Subscriptions

2026-06-10T13:09:31Z

Admin: /* Autopay: What if a student's credit card expires? */

Subscriptions are a powerful way to keep the studio going. Besides providing a regular sense of income, it also boosts class attendance and creates a thriving community.

Taramala supports a monthly subscription model allowing students to purchase or setup a subscription online. Once a subscription is setup, the student will be billed monthly via [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square]. This can be either through an emailed invoice or via use of a credit card stored on file is autopay is enabled for the studio Taramala account.

=== What information is stored in a subscription? ===
A subscription has the following properties:
* Bought on field (start date).
* Expiration date: the date when the subscription terminates.
* Cost: how much is charged each billing cycle.
Taramala contains logic to ensure that there are no overlapping subscriptions of the same type for a student.

=== Editing Subscriptions ===
While all fields are editable in a manual subscription, not all fields can be changed for an student subscription that is managed by Square.
* Bought on field (start date). Can be set today or a date in the future for a new subscription but cannot be changed once the subscription is active,
* Expiration. Is usually left null when creating a subscription, but can be set to a date in the future if needed. This field cannot be changed once the subscription is active,
* Cost. Defaults to the subscription package type cost for new subscriptions but can be changed when creating a subcription for a student. The cost can also be changed for an active subscription. In this case, the new cost will be used during the next billing cycle. Note that the cost can only be changed once within a single billing cycle.

=== Autopay feature for Subscriptions ===
If autopay is supported for the studio's account, the student is required to enter credit card information and the student is billed at that time for the subscription and then again on a monthly basis. If autopay is not supported, an invoice is sent to the student and the student pays the invoice separately.

==== Autopay: What if a student's credit card expires? ====

If a credit card used for autopay is canceled or expires, the following will happen:

* '''Student-Only Updates:''' Due to strict PCI compliance requirements, only the student can update their credit card information. Studio owners cannot do this on their behalf.
* '''Email Invoicing:''' An email invoice will be automatically sent to the student. When the student pays this invoice, they will be given the option to re-enroll in autopay.
* '''Late Payment Notices:''' If the payment becomes past due, a notice will appear on the student website informing them of the late payment, along with a direct payment link. When the student uses this link to pay, the new credit card will be automatically set up for future autopayments.
* '''Late Payment Enforcement:''' A student is given a 10 day grace period to make a subscription payment, after that the student will not be able to register for classes.

[[File:subscription-invoice-late.PNG|600px|center]]

=== Can a student register for classes if an invoice payment is late ===
If a student is late is paying for a subscription, she will still be able to sign up for classes though she will see the following reminder in the studio schedule widget.

[[File:subscription-invoice-late.PNG|600px|center]]

=== How can I check subscription status in Taramala ===
Under the Purchase tab there is a panel where you can quickly review your studio's subscribers and see most recent payments, how long a subscription was active and whether the account is current.

[[File:subscriptions-tab.png|600px|center]]

=== How do I find my subscriptions in Square? ===
After logging in to [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square], go to the look for the 'Subscriptions' module in the left side navigation pane. All subscriptions created by Taramala are visible there.

https://squareup.com/dashboard/subscriptions

=== How do I enter Square Subscriptions manually? ===
Subscriptions are often purchased online by students, but you can also add a Square subscription in the Taramala app as shown below.

[[File:Card-square-subscription.PNG|center|Add a Square subscription|400px]]

In this scenario, you can manually add a Square subscription just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

=== How do I enter Manual Subscriptions? ===
This may be useful for students that you are migrating over to Taramala and the student already has an active subscription. In this case, you would like Taramala to only keep track of classes and not handle monthly invoicing.

In this scenario, you can manually enter subscriptions just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

When you enter a subscription, you have the option to setup Square on the subscription.

[[File:package-type-square.PNG|center|400px]]

If you check the Square checkbox, a subscription for your student will be created in Square and an invoice emailed to the student. If autopay is enabled, the next time the student navigates to the student schedule, the student will be prompted to enter credit card information which will be used to pay for the subscription on a monthly basis.

If you are migrating subscriptions from another system, set the 'Bought On' date to be the date of the next invoice for the subscription as it is set in the system you are migrating from and then cancel the subscription in the old system.

=== How do I cancel Subscriptions? ===
While it's possible to cancel subscriptions in Square, it's best to do this in Taramala since both Taramala and Square will be updated at the same time.
To cancel a student's subscription go to the Student's tab and select the student, then scroll down in the edit console to where Subscriptions are and click to edit the active subscription. From there, select 'Cancel Subscription'.

[[File:cancel-subscription.PNG|400px]]

==== Can Students Cancel Their Subscriptions? ====
There is an option in the subscription tab to either allow students to cancel a subscription online or not. To provide studios with the ability to allow clients to cancel a subscription online, "click to cancel" support is provided as an option in the editor for Subscription Packages. This feature was added to make it easier for your students to cancel without require any effort on your part.

[[File:click-to-cancel-editor.png|center|600px]]

When enabled, students can cancel their subscriptions online from the 'Account' page of the [[Studio_Website]].

[[File:click-to-cancel.png|center|500px]]

Note that this feature is disabled by default.

=== How Can I Pause a Subscription? ===
While Taramala does not currently support pausing subscriptions, this can be done in Square by locating the subscription in Square and then pausing it.

[[File:square-pause.png|400px|center]]

=== Subscriber Benefits ===

With Taramala's [[Custom_Pricing|custom pricing]] for classes and events, students can use their subscription to gain access to otherwise paid events. This is clearly shown in the student schedule as show below.

[[File:subscription-benefits.PNG|600px|center]]

Subscriptions

2026-06-10T12:55:58Z

Admin: /* Autopay: what if a student credit card expires? */

Subscriptions are a powerful way to keep the studio going. Besides providing a regular sense of income, it also boosts class attendance and creates a thriving community.

Taramala supports a monthly subscription model allowing students to purchase or setup a subscription online. Once a subscription is setup, the student will be billed monthly via [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square]. This can be either through an emailed invoice or via use of a credit card stored on file is autopay is enabled for the studio Taramala account.

=== What information is stored in a subscription? ===
A subscription has the following properties:
* Bought on field (start date).
* Expiration date: the date when the subscription terminates.
* Cost: how much is charged each billing cycle.
Taramala contains logic to ensure that there are no overlapping subscriptions of the same type for a student.

=== Editing Subscriptions ===
While all fields are editable in a manual subscription, not all fields can be changed for an student subscription that is managed by Square.
* Bought on field (start date). Can be set today or a date in the future for a new subscription but cannot be changed once the subscription is active,
* Expiration. Is usually left null when creating a subscription, but can be set to a date in the future if needed. This field cannot be changed once the subscription is active,
* Cost. Defaults to the subscription package type cost for new subscriptions but can be changed when creating a subcription for a student. The cost can also be changed for an active subscription. In this case, the new cost will be used during the next billing cycle. Note that the cost can only be changed once within a single billing cycle.

=== Autopay feature for Subscriptions ===
If autopay is supported for the studio's account, the student is required to enter credit card information and the student is billed at that time for the subscription and then again on a monthly basis. If autopay is not supported, an invoice is sent to the student and the student pays the invoice separately.

==== Autopay: What if a student's credit card expires? ====

If a credit card used for autopay is canceled or expires, the following will happen:

* '''Student-Only Updates:''' Due to strict PCI compliance requirements, only the student can update their credit card information. Studio owners cannot do this on their behalf.
* '''Email Invoicing:''' An email invoice will be automatically sent to the student. When the student pays this invoice, they will be given the option to re-enroll in autopay.
* '''Late Payment Notices:''' If the payment becomes past due, a notice will appear on the student website informing them of the late payment, along with a direct payment link. When the student uses this link to pay, the new credit card will be automatically set up for future autopayments.

[[File:subscription-invoice-late.PNG|600px|center]]

=== Can a student register for classes if an invoice payment is late ===
If a student is late is paying for a subscription, she will still be able to sign up for classes though she will see the following reminder in the studio schedule widget.

[[File:subscription-invoice-late.PNG|600px|center]]

=== How can I check subscription status in Taramala ===
Under the Purchase tab there is a panel where you can quickly review your studio's subscribers and see most recent payments, how long a subscription was active and whether the account is current.

[[File:subscriptions-tab.png|600px|center]]

=== How do I find my subscriptions in Square? ===
After logging in to [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square], go to the look for the 'Subscriptions' module in the left side navigation pane. All subscriptions created by Taramala are visible there.

https://squareup.com/dashboard/subscriptions

=== How do I enter Square Subscriptions manually? ===
Subscriptions are often purchased online by students, but you can also add a Square subscription in the Taramala app as shown below.

[[File:Card-square-subscription.PNG|center|Add a Square subscription|400px]]

In this scenario, you can manually add a Square subscription just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

=== How do I enter Manual Subscriptions? ===
This may be useful for students that you are migrating over to Taramala and the student already has an active subscription. In this case, you would like Taramala to only keep track of classes and not handle monthly invoicing.

In this scenario, you can manually enter subscriptions just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

When you enter a subscription, you have the option to setup Square on the subscription.

[[File:package-type-square.PNG|center|400px]]

If you check the Square checkbox, a subscription for your student will be created in Square and an invoice emailed to the student. If autopay is enabled, the next time the student navigates to the student schedule, the student will be prompted to enter credit card information which will be used to pay for the subscription on a monthly basis.

If you are migrating subscriptions from another system, set the 'Bought On' date to be the date of the next invoice for the subscription as it is set in the system you are migrating from and then cancel the subscription in the old system.

=== How do I cancel Subscriptions? ===
While it's possible to cancel subscriptions in Square, it's best to do this in Taramala since both Taramala and Square will be updated at the same time.
To cancel a student's subscription go to the Student's tab and select the student, then scroll down in the edit console to where Subscriptions are and click to edit the active subscription. From there, select 'Cancel Subscription'.

[[File:cancel-subscription.PNG|400px]]

==== Can Students Cancel Their Subscriptions? ====
There is an option in the subscription tab to either allow students to cancel a subscription online or not. To provide studios with the ability to allow clients to cancel a subscription online, "click to cancel" support is provided as an option in the editor for Subscription Packages. This feature was added to make it easier for your students to cancel without require any effort on your part.

[[File:click-to-cancel-editor.png|center|600px]]

When enabled, students can cancel their subscriptions online from the 'Account' page of the [[Studio_Website]].

[[File:click-to-cancel.png|center|500px]]

Note that this feature is disabled by default.

=== How Can I Pause a Subscription? ===
While Taramala does not currently support pausing subscriptions, this can be done in Square by locating the subscription in Square and then pausing it.

[[File:square-pause.png|400px|center]]

=== Subscriber Benefits ===

With Taramala's [[Custom_Pricing|custom pricing]] for classes and events, students can use their subscription to gain access to otherwise paid events. This is clearly shown in the student schedule as show below.

[[File:subscription-benefits.PNG|600px|center]]

Billing

2026-05-19T19:30:56Z

Admin: /* Setting up Autopay */

= Billing =

== Overview of Taramala Pricing ==
With Taramala there is no contract and no setup or termination charges and no other hidden fees.

There is a base monthly billing price, a minimum, maximum and the 1% Square transaction charge. These can vary but let's say your base billing charge is $9/month and the minimum is $19/month and your maximum is $49/month. Let's go through a few scenarios:

* Taramala processes $400 for you in one month: $9 + $4 = $13. In this case your price is $19 which is the minimum.
* Taramala processes $2000 for you in one month: $9 + $20 = $29. In this case your price is $29
* Taramala processes $5000 for you in one month: $9 + $50 = $59. In this case your price is $49 which capped by the maximum.

Note that you pay these fees in addition to the transaction fees paid to Square. Note that some studios elect to not use Square and in that case they pay no transaction fees. That is more of a model where students use Taramala to [[Selling_Online#Working_without_Square|register for classes and then pay you directly]].

Note that these fees are per studio location. Contact help@taramala.com for discounts related to franchise support.

== Pricing Tiers ==
Two types of subscriptions are offered for Taramala.
* ''BASIC'' plan: provides great support for small studios that are price conscious. This includes the base platform that many studios used for years when this plan was all that was offered.
* ''STANDARD'' plan: great for small to medium sized studios that can afford a minimal price increase for access to many features that ease management of studio.

The ''STANDARD'' plan provides access to all features provided by the ''Basic'' plan plus the following:
* [[Reports|Reporting]]: run payment and attendance reports for any time period.
* [[Waitlists]]: offer a waitlist for a class when it fills up.
* [[Custom_Pricing#Custom_Packages_for_Punchcards_.26_Subscriptions|Custom packages]]: create punch cards or subscriptions for specific classes.
* [[Teacher_App|Cell phone access to Taramala]]: mobile access to the Taramala teacher app.
* [[Discounts|Extended discount support]]: support for ''New Student'' and ''Membership'' discounts plus many other features in this area.
* [[Locations|Location support]]: describe studio and class room locations.

== Setting up Autopay ==
While not required, you can add a card on file that will be used pay your studio's monthly invoices from Taramala. This option is available in the Setup/Billing tab.

Only one card is saved at a time, so if you have autopay setup already and add another new card, the new card will replace the old one.

[[File:studio-autopay2.png|center|600px]]

Teacher App

2026-05-16T01:30:36Z

Admin:

== The Taramala Teacher App Architecture: A Web-First Mobile Solution ==
To give our instructors a frictionless experience on the go, Taramala utilizes a web-app shortcut approach for the Teacher App rather than a traditional, native app store download. This deployment strategy is designed specifically around the realities of a busy studio environment. By logging in through a standard mobile browser (like Safari or Chrome) and selecting "'''Add to Home Screen'''," teachers instantly gain a high-performance, icon-accessed application on their mobile devices. This setup provides a native app feel while completely bypassing the hassle of app store updates, password resets, and device compatibility issues.

[[File:teacher-cell-app.jpg|center|190px]]

=== Benefits to Our Team and Studio Operations ===

By packaging the app this way, we eliminate the primary point of failure for studio tech: onboarding friction. Instructors are ready to use the app in under two minutes without waiting for downloads or encountering version-mismatch bugs. Furthermore, because it hooks directly into Taramala's unified cloud database, there is zero delay in synchronization. It acts as a dedicated, reliable tool that lets our teachers focus on what they do best—teaching—rather than wrestling with administrative software.

=== 💡 Wiki Pro-Tip: How to Guide Instructors on Setup ===
When onboarding new staff, copy and paste these quick instructions into their welcome email:

* Open Safari (iOS) or Chrome (Android) on your phone and navigate to our studio's Taramala teacher login URL.
* Log in using your teacher credentials.
* Tap the Share icon (iOS) or the Three-Dot Menu (Android) and select "'''Add to Home Screen'''."

A Taramala icon will appear on your phone's home screen, functioning exactly like a mobile app for quick roster access!

=== Unsupported Features ===
All features are supported except for reports. Reports require more screen real estate and should be run from a laptop or computer.

=== Limitations ===
For security reasons and to limit the possibility of unintentional updates, mobile access is only initially provided to Taramala admin accounts. However, should you want all teachers to have access just let our support team know.

=== Purchase ===
Mobile access is provided in the STANDARD billing plan and is also provided as an adhoc item that is billed monthly for a fixed price.

Teacher App

2026-05-16T01:07:17Z

Admin: /* Teacher App / Mobile Access */

== The Taramala Teacher App Architecture: A Web-First Mobile Solution ==
To give our instructors a frictionless experience on the go, Taramala utilizes a web-app shortcut approach for the Teacher App rather than a traditional, native app store download. This deployment strategy is designed specifically around the realities of a busy studio environment. By logging in through a standard mobile browser (like Safari or Chrome) and selecting "'''Add to Home Screen'''," teachers instantly gain a high-performance, icon-accessed application on their mobile devices. This setup provides a native app feel while completely bypassing the hassle of app store updates, password resets, and device compatibility issues.

[[File:teacher-cell-app.jpg|center|190px]]

=== Benefits to Our Team and Studio Operations ===

By packaging the app this way, we eliminate the primary point of failure for studio tech: onboarding friction. Instructors are ready to use the app in under two minutes without waiting for downloads or encountering version-mismatch bugs. Furthermore, because it hooks directly into Taramala's unified cloud database, there is zero delay in synchronization. It acts as a dedicated, reliable tool that lets our teachers focus on what they do best—teaching—rather than wrestling with administrative software.

=== Unsupported Features ===
All features are supported except for reports. Reports require more screen real estate and should be run from a laptop or computer.

=== Limitations ===
For security reasons and to limit the possibility of unintentional updates, mobile access is only initially provided to Taramala admin accounts. However, should you want all teachers to have access just let our support team know.

=== Purchase ===
Mobile access is provided in the STANDARD billing plan and is also provided as an adhoc item that is billed monthly for a fixed price.

Students Tab

2026-05-14T21:36:03Z

Admin:

= Students Tab =
The Students tab allows you to view and edit the students in your studio. Some of the things you can do from this tab are shown below:
* search for students
* view and manage student account information
* link students [[Shared Punchcards|shared punchcards]]
* review a student's attendance
* create, edit and delete students punchcards and subscriptions
* merge student accounts

[[File:Students-tab.PNG|Students Tab|center||600px|Image: 600 pixels]]

=== Managing Student Punchcards ===
From the student edit pane you can view and manage student's punch cards. In the picture below, you can see Midge's punchcards and which are active and which are expired. The clock icon indicates that this card is almost expired. The double person icon indicates that this punch card is shared with another student.

[[File:Student-punchcards.PNG|Students Punchcards|center||600px]]

From the student edit pane you can manually add a student punch card or subscription as shown in the graphic below. Being able to manually add a student punch card can be useful if you need to offer a student a punch card "credit". It can also be useful when [[Migration_Strategies|migrating students to Taramala from another system]].

[[File:student-add-punchcard.png|500px|center]]

=== Editing a Punchcard ===

You can also click the 'Edit' button to view and edit details for a specific punch card. When you edit a punchcard you can see how the card has been used. The graphic below shows the punch card edit dialog. In the bottom of the the dialog, you can see how that punch card has been used.

You can edit the punch card to for example, add another class to the card by incrementing the count of classes in the 'Classes' field, or edit to extend the expiration date using the calendar control for the 'Expiration' field.

[[File:Edit-punchcard.PNG|Edit Punchcard|center||400px|Image: 500 pixels]]

Note that a punch card is created from a [[Setting_up_Payments | package type]]. Think of the [[Setting_up_Payments | package type]] as a template which gives a punch card it's default values. Editing a punch card does not change the [[Setting_up_Payments | package type]] it was created from.

=== How do I delete a Student's Punch Card? ===

From the edit punch card shown above, you can also delete a punch card by selecting the trash button. Note that when you delete a punch card any classes paid by the punch card will become unpaid. If there student has another punch card, that punch card will be assigned any unpaid classes.

=== Merging Student Account Information ===
Use the merge button to select another student's account that you would like to merge into the current one. All punchcard and attendance information will be merged and the merged student's acccount will be deleted.

[[File:merge-student-button.png|400px|center]]

=== How do I export Student information? ===

There is an export button that you can use to export all your student information.

[[File:student-export.png|center|500px]]

Students Tab

2026-05-14T21:31:57Z

Admin:

= Students Tab =
The Students tab allows you to view and edit the students in your studio. Some of the things you can do from this tab are shown below:
* search for students
* view and manage student account information
* link students [[Shared Punchcards|shared punchcards]]
* review a student's attendance
* create, edit and delete students punchcards and subscriptions
* merge student accounts

[[File:Students-tab.PNG|Students Tab|center||600px|Image: 600 pixels]]

=== Managing Student Punchcards ===
From the student edit pane you can view and manage student's punch cards. In the picture below, you can see Midge's punchcards and which are active and which are expired. The clock icon indicates that this card is almost expired. The double person icon indicates that this punch card is shared with another student.

[[File:Student-punchcards.PNG|Students Punchcards|center||600px]]

=== Editing a Punchcard ===

From the student edit pane you can manually add a student punch card or subscription as shown in the graphic below. Being able to manually add a student punch card can be useful if you need to offer a student a punch card "credit". It can also be useful when [[Migration_Strategies|migrating students to Taramala from another system]].

[[File:student-add-punchcard.png|500px|center]]

You can also click the 'Edit' button to view and edit details for a specific punch card. When you edit a punchcard you can see how the card has been used. The graphic below shows the punch card edit dialog. In the bottom of the the dialog, you can see how that punch card has been used.

You can edit the punch card to for example, add another class to the card by incrementing the count of classes in the 'Classes' field, or edit to extend the expiration date using the calendar control for the 'Expiration' field.

[[File:Edit-punchcard.PNG|Edit Punchcard|center||400px|Image: 500 pixels]]

Note that a punch card is created from a [[Setting_up_Payments | package type]]. Think of the [[Setting_up_Payments | package type]] as a template which gives a punch card it's default values. Editing a punch card does not change the [[Setting_up_Payments | package type]] it was created from.

=== How do I delete a Student's Punch Card? ===

From the edit punch card shown above, you can also delete a punch card by selecting the trash button. Note that when you delete a punch card any classes paid by the punch card will become unpaid. If there student has another punch card, that punch card will be assigned any unpaid classes.

=== Merging Student Account Information ===
Use the merge button to select another student's account that you would like to merge into the current one. All punchcard and attendance information will be merged and the merged student's acccount will be deleted.

[[File:merge-student-button.png|400px|center]]

=== How do I export Student information? ===

There is an export button that you can use to export all your student information.

[[File:student-export.png|center|500px]]

Students Tab

2026-05-14T21:26:57Z

Admin: /* Managing Student Punchcards */

= Students Tab =
The Students tab allows you to view and edit the students in your studio. Some of the things you can do from this tab are shown below:
* search for students
* view and manage student account information
* link students [[Shared Punchcards|shared punchcards]]
* review a student's attendance
* create, edit and delete students punchcards and subscriptions
* merge student accounts

[[File:Students-tab.PNG|Students Tab|center||600px|Image: 600 pixels]]

=== Managing Student Punchcards ===
From the student edit pane you can view and manage student's punch cards. In the picture below, you can see Midge's punchcards and which are active and which are expired. The clock icon indicates that this card is almost expired. The double person icon indicates that this punch card is shared with another student.

[[File:Student-punchcards.PNG|Students Punchcards|center||600px]]

From the student edit pane you can manually add a student punch card or subscription as shown in the graphic below. Being able to manually add a student punch card can be useful if you need to offer a student a punch card "credit". It can also be useful when [[Migration_Strategies|migrating students to Taramala from another system]].

[[File:student-add-punchcard.png|500px|center]]

You can also click the 'Edit' button to view and edit details for a specific punch card. When you edit a punchcard you can see how the card has been used. The graphic below shows the punch card edit dialog. In the bottom of the the dialog, you can see how that punch card has been used.

You can edit the punch card to for example, add another class to the card by incrementing the count of classes in the 'Classes' field, or edit to extend the expiration date using the calendar control for the 'Expiration' field.

[[File:Edit-punchcard.PNG|Edit Punchcard|center||400px|Image: 500 pixels]]

=== How do I delete a Student's Punch Card? ===

From the edit punch card shown above, you can also delete a punch card by selecting the trash button. Note that when you delete a punch card any classes paid by the punch card will become unpaid. If there student has another punch card, that punch card will be assigned any unpaid classes.

=== Merging Student Account Information ===
Use the merge button to select another student's account that you would like to merge into the current one. All punchcard and attendance information will be merged and the merged student's acccount will be deleted.

[[File:merge-student-button.png|400px|center]]

=== How do I export Student information? ===

There is an export button that you can use to export all your student information.

[[File:student-export.png|center|500px]]

Troubleshooting Chrome

2026-05-06T13:55:00Z

Admin: Created page with "= Troubleshooting Issues on Chrome = Sometimes it is useful to troubleshoot Taramala issues using your browser's debugging features. To access these tools in Chrome: '''Open Inspect''': Right-click anywhere on the Taramala page and select Inspect. center '''Navigate to Console''': In the inspector pane that appears on the right, click the Console tab. center '''Identify Errors''': Look f..."

= Troubleshooting Issues on Chrome =
Sometimes it is useful to troubleshoot Taramala issues using your browser's debugging features. To access these tools in Chrome:

'''Open Inspect''': Right-click anywhere on the Taramala page and select Inspect.

[[File:troubleshoot-inspect.png|400px|center]]

'''Navigate to Console''': In the inspector pane that appears on the right, click the Console tab.

[[File:troubleshoot-console.png|400px|center]]

'''Identify Errors''': Look for any error messages to report back to the support team for further assistance.

File:Troubleshoot-console.png

2026-05-06T13:51:04Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

File:Troubleshoot-inspect.png

2026-05-06T13:50:20Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

Subscriptions

2026-05-02T16:07:46Z

Admin:

Subscriptions are a powerful way to keep the studio going. Besides providing a regular sense of income, it also boosts class attendance and creates a thriving community.

Taramala supports a monthly subscription model allowing students to purchase or setup a subscription online. Once a subscription is setup, the student will be billed monthly via [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square]. This can be either through an emailed invoice or via use of a credit card stored on file is autopay is enabled for the studio Taramala account.

=== What information is stored in a subscription? ===
A subscription has the following properties:
* Bought on field (start date).
* Expiration date: the date when the subscription terminates.
* Cost: how much is charged each billing cycle.
Taramala contains logic to ensure that there are no overlapping subscriptions of the same type for a student.

=== Editing Subscriptions ===
While all fields are editable in a manual subscription, not all fields can be changed for an student subscription that is managed by Square.
* Bought on field (start date). Can be set today or a date in the future for a new subscription but cannot be changed once the subscription is active,
* Expiration. Is usually left null when creating a subscription, but can be set to a date in the future if needed. This field cannot be changed once the subscription is active,
* Cost. Defaults to the subscription package type cost for new subscriptions but can be changed when creating a subcription for a student. The cost can also be changed for an active subscription. In this case, the new cost will be used during the next billing cycle. Note that the cost can only be changed once within a single billing cycle.

=== Autopay feature for Subscriptions ===
If autopay is supported for the studio's account, the student is required to enter credit card information and the student is billed at that time for the subscription and then again on a monthly basis. If autopay is not supported, an invoice is sent to the student and the student pays the invoice separately.

==== Autopay: what if a student credit card expires? ====
If a credit card used for autopay is canceled or expired, two things will happen.
* An email invoice will be sent to the student and when the student makes a payment they will have the option to auto-pay.
* If the payment becomes late a notice will show on the student website letting them know that payment is late along with a link that they can use to make a payment. When they use this link the credit card used to make a payment will be set up with autopay.

[[File:subscription-invoice-late.PNG|600px|center]]

=== Can a student register for classes if an invoice payment is late ===
If a student is late is paying for a subscription, she will still be able to sign up for classes though she will see the following reminder in the studio schedule widget.

[[File:subscription-invoice-late.PNG|600px|center]]

=== How can I check subscription status in Taramala ===
Under the Purchase tab there is a panel where you can quickly review your studio's subscribers and see most recent payments, how long a subscription was active and whether the account is current.

[[File:subscriptions-tab.png|600px|center]]

=== How do I find my subscriptions in Square? ===
After logging in to [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square], go to the look for the 'Subscriptions' module in the left side navigation pane. All subscriptions created by Taramala are visible there.

https://squareup.com/dashboard/subscriptions

=== How do I enter Square Subscriptions manually? ===
Subscriptions are often purchased online by students, but you can also add a Square subscription in the Taramala app as shown below.

[[File:Card-square-subscription.PNG|center|Add a Square subscription|400px]]

In this scenario, you can manually add a Square subscription just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

=== How do I enter Manual Subscriptions? ===
This may be useful for students that you are migrating over to Taramala and the student already has an active subscription. In this case, you would like Taramala to only keep track of classes and not handle monthly invoicing.

In this scenario, you can manually enter subscriptions just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

When you enter a subscription, you have the option to setup Square on the subscription.

[[File:package-type-square.PNG|center|400px]]

If you check the Square checkbox, a subscription for your student will be created in Square and an invoice emailed to the student. If autopay is enabled, the next time the student navigates to the student schedule, the student will be prompted to enter credit card information which will be used to pay for the subscription on a monthly basis.

If you are migrating subscriptions from another system, set the 'Bought On' date to be the date of the next invoice for the subscription as it is set in the system you are migrating from and then cancel the subscription in the old system.

=== How do I cancel Subscriptions? ===
While it's possible to cancel subscriptions in Square, it's best to do this in Taramala since both Taramala and Square will be updated at the same time.
To cancel a student's subscription go to the Student's tab and select the student, then scroll down in the edit console to where Subscriptions are and click to edit the active subscription. From there, select 'Cancel Subscription'.

[[File:cancel-subscription.PNG|400px]]

==== Can Students Cancel Their Subscriptions? ====
There is an option in the subscription tab to either allow students to cancel a subscription online or not. To provide studios with the ability to allow clients to cancel a subscription online, "click to cancel" support is provided as an option in the editor for Subscription Packages. This feature was added to make it easier for your students to cancel without require any effort on your part.

[[File:click-to-cancel-editor.png|center|600px]]

When enabled, students can cancel their subscriptions online from the 'Account' page of the [[Studio_Website]].

[[File:click-to-cancel.png|center|500px]]

Note that this feature is disabled by default.

=== How Can I Pause a Subscription? ===
While Taramala does not currently support pausing subscriptions, this can be done in Square by locating the subscription in Square and then pausing it.

[[File:square-pause.png|400px|center]]

=== Subscriber Benefits ===

With Taramala's [[Custom_Pricing|custom pricing]] for classes and events, students can use their subscription to gain access to otherwise paid events. This is clearly shown in the student schedule as show below.

[[File:subscription-benefits.PNG|600px|center]]

File:Subscription-click-to-cancel.png

2026-05-02T16:04:12Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

Subscriptions

2026-05-01T13:52:17Z

Admin: /* Can Students Cancel Their Subscriptions? */

Subscriptions are a powerful way to keep the studio going. Besides providing a regular sense of income, it also boosts class attendance and creates a thriving community.

Taramala supports a monthly subscription model allowing students to purchase or setup a subscription online. Once a subscription is setup, the student will be billed monthly via [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square]. This can be either through an emailed invoice or via use of a credit card stored on file is autopay is enabled for the studio Taramala account.

=== What information is stored in a subscription? ===
A subscription has the following properties:
* Bought on field (start date).
* Expiration date: the date when the subscription terminates.
* Cost: how much is charged each billing cycle.
Taramala contains logic to ensure that there are no overlapping subscriptions of the same type for a student.

=== Editing Subscriptions ===
While all fields are editable in a manual subscription, not all fields can be changed for an student subscription that is managed by Square.
* Bought on field (start date). Can be set today or a date in the future for a new subscription but cannot be changed once the subscription is active,
* Expiration. Is usually left null when creating a subscription, but can be set to a date in the future if needed. This field cannot be changed once the subscription is active,
* Cost. Defaults to the subscription package type cost for new subscriptions but can be changed when creating a subcription for a student. The cost can also be changed for an active subscription. In this case, the new cost will be used during the next billing cycle. Note that the cost can only be changed once within a single billing cycle.

=== Autopay feature for Subscriptions ===
If autopay is supported for the studio's account, the student is required to enter credit card information and the student is billed at that time for the subscription and then again on a monthly basis. If autopay is not supported, an invoice is sent to the student and the student pays the invoice separately.

==== Autopay: what if a student credit card expires? ====
If a credit card used for autopay is canceled or expired, two things will happen.
* An email invoice will be sent to the student and when the student makes a payment they will have the option to auto-pay.
* If the payment becomes late a notice will show on the student website letting them know that payment is late along with a link that they can use to make a payment. When they use this link the credit card used to make a payment will be set up with autopay.

[[File:subscription-invoice-late.PNG|600px|center]]

=== Click to Cancel feature for Subscriptions ===
To provide studios with the ability to allow clients to cancel a subscription online, "click to cancel" support is provided as an option in the editor for Subscription Packages. This feature was added to make it easier for your students to cancel without require any effort on your part.

[[File:click-to-cancel-editor.png|center|600px]]

When enabled, students can cancel their subscriptions online from the 'Account' page of the [[Studio_Website]].

[[File:click-to-cancel.png|center|500px]]

Note that this feature is disabled by default.

=== Can a student register for classes if an invoice payment is late ===
If a student is late is paying for a subscription, she will still be able to sign up for classes though she will see the following reminder in the studio schedule widget.

[[File:subscription-invoice-late.PNG|600px|center]]

=== How can I check subscription status in Taramala ===
Under the Purchase tab there is a panel where you can quickly review your studio's subscribers and see most recent payments, how long a subscription was active and whether the account is current.

[[File:subscriptions-tab.png|600px|center]]

=== How do I find my subscriptions in Square? ===
After logging in to [https://squareup.com/t/cmtp_performance/pr_developers/d_partnerships/p_taramala/?route= Square], go to the look for the 'Subscriptions' module in the left side navigation pane. All subscriptions created by Taramala are visible there.

https://squareup.com/dashboard/subscriptions

=== How do I enter Square Subscriptions manually? ===
Subscriptions are often purchased online by students, but you can also add a Square subscription in the Taramala app as shown below.

[[File:Card-square-subscription.PNG|center|Add a Square subscription|400px]]

In this scenario, you can manually add a Square subscription just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

=== How do I enter Manual Subscriptions? ===
This may be useful for students that you are migrating over to Taramala and the student already has an active subscription. In this case, you would like Taramala to only keep track of classes and not handle monthly invoicing.

In this scenario, you can manually enter subscriptions just like you [[Students_Tab#Managing_Student_Punchcards|enter punchcards]].

When you enter a subscription, you have the option to setup Square on the subscription.

[[File:package-type-square.PNG|center|400px]]

If you check the Square checkbox, a subscription for your student will be created in Square and an invoice emailed to the student. If autopay is enabled, the next time the student navigates to the student schedule, the student will be prompted to enter credit card information which will be used to pay for the subscription on a monthly basis.

If you are migrating subscriptions from another system, set the 'Bought On' date to be the date of the next invoice for the subscription as it is set in the system you are migrating from and then cancel the subscription in the old system.

=== How do I cancel Subscriptions? ===
While it's possible to cancel subscriptions in Square, it's best to do this in Taramala since both Taramala and Square will be updated at the same time.
To cancel a student's subscription go to the Student's tab and select the student, then scroll down in the edit console to where Subscriptions are and click to edit the active subscription. From there, select 'Cancel Subscription'.

[[File:cancel-subscription.PNG|400px]]

==== Can Students Cancel Their Subscriptions? ====
There is an option in the subscription tab to either allow students to cancel a subscription online or not. So that is that studio's choice. The default is to not allow online cancellation.

=== How Can I Pause a Subscription? ===
While Taramala does not currently support pausing subscriptions, this can be done in Square by locating the subscription in Square and then pausing it.

[[File:square-pause.png|400px|center]]

=== Subscriber Benefits ===

With Taramala's [[Custom_Pricing|custom pricing]] for classes and events, students can use their subscription to gain access to otherwise paid events. This is clearly shown in the student schedule as show below.

[[File:subscription-benefits.PNG|600px|center]]

Attendance Tab

2026-04-09T13:00:26Z

Admin: /* How to track which Students attended a class? */

= Managing Attendance =
The Attendance list is shown in the [[Class_Signin_Tab|'Signin' tab]] as well as the [[Managing_Classes_and_Events|Classes & Events]] tab and allows you to view and edit class attendance.

The Attendance panel gives you quick insight concerning the registrations for a class.
* Whether the student has paid for the registration and how the student paid it.
* Whether the student has signed a waiver with the option to [[Waivers#In-person_Waivers|allow the student to sign the waiver]] if not.
* When the student registered and/or canceled the registration for a class.

=== How do I add and remove students from a class? ===
You can edit classes that have already happened or are scheduled for the future in the 'Classes & Events' tab. When this tab is loaded it will navigate to today's classes and you can scroll upward to see classes in the past or scroll down to see classes in the future. To edit a class, select and an edit dialog will show on the right.

[[File:classesandevents.PNG|center|400px]]

To add a student click on the 'Add Attendee' link. To remove a student from a class, click in the '-' button to the right of the student's name in the class roster.

You can use the edit tab to and and remove attendees as well as change how a student is paying for a class.

On the day of the class, you can use the [[Class_Signin_Tab|'Signin' tab]] shown below. Generally the signin tab is used at the time a class is running or just before and the 'Classes & Events' tab is used to update classes in the past or the future.

[[File:signin-students.PNG|Signin Students|center|400px]]

When a student is unregistered from a class either manually or if a student unregisters in the student schedule, Taramala keeps track of that as well and a teacher can see which students registered and then cancelled later.

[[File:class-cancelation.png|center|400px]]

=== How to track which Students attended a class? ===

Taramala allows you to optionally track which students actually attended a class. By default, it is not enabled but the picture below shows how to enable this for your studio.

[[File:check-attendance.png|500px|center]]

Note that by default, Taramala automatically tracks which students have ''registered'' or ''canceled'' their registration. The system does not know who actually showed up for a class however; it does not know about scenarios where a student registered a class but did not attend and did not cancel their registration before class. The check attendance feature gives you the capability to track that as well.

Also note that Taramala reports are focused on whether the student registered or paid for a class and don't reflect whether a student actually attended a class.

=== Edit a Class Payment Type for a Student ===

In the attendance list for a class or for a student, there is a button the indicates what package type (i.e. dropin, punch card or subscription) was used to pay for a class. This can be changed by clicking that button. When you do that, available payment options for that student will show in a drop down. Select one to update the payment type.

[[File:set-paytype.PNG|400px|Update Payment|center]]

Note that a subscription or punch card option will only show if the student has bought that card and there are available classes on that card.

On-Demand Content

2025-12-13T14:59:34Z

Admin: Created page with "= Implementing On-Demand Content = While Taramala does not directly support subscriptions for on-demand content, with a little manual interaction on your part, it's possible to use Taramala to handle payments for on-demand subscriptions. The integration works like this. # Use a video provider platform like [https://vimeo.com/ vimeo.com] to store your videos. # Setup access rights on this platform so that only your subscribers are allowed to see the video (for this rea..."

= Implementing On-Demand Content =
While Taramala does not directly support subscriptions for on-demand content, with a little manual interaction on your part, it's possible to use Taramala to handle payments for on-demand subscriptions.

The integration works like this.
# Use a video provider platform like [https://vimeo.com/ vimeo.com] to store your videos.
# Setup access rights on this platform so that only your subscribers are allowed to see the video (for this reason, youtube.com is not a good option since it does not support a subscription model).
# In Taramala, create a [[Custom_Pricing#Custom_Packages_for_Punchcards_&_Subscriptions|custom subscription]] for your video content.

Once this is setup, as the studio owner, you'll need to manually set up the Vimeo account for new students once they start a subscription and manually remove their account from Vimeo when they cancel the subscription.

Main Page

2025-12-13T14:51:11Z

Admin: /* Features */

= Taramala Documentation =
Find help on how to use Taramala, pointers on how best to use it. If you can't find what you are looking for then go to https://www.taramala.com/contact or email [mailto:help@taramala.com help@taramala.com] with your questions.

[[File:signin-page.png|center|Class signin page]]

== FAQs ==
You can search for answers above or use the most commonly used guides below.
* [[Getting Started]]
* [[Migration Strategies]]
=== Features ===
* [[Class Signin]]
* [[Attendance Tab|Managing Attendance]]
* [[Managing Classes and Events|Managing Classes & Events]]
* [[Email Notifications]]
* [[Shared Punchcards]]
* [[Subscriptions]]
* [[Waivers]]
* [[Discounts]]
* [[Charts Reports|Dashboard Reports]]
* [[Reports]]
* [[Viewing Purchases]]
* [[Locations]]
* [[Student and Teacher Notes]]
* [[On-Demand Content]]

=== Setup ===
* [[Setting up Classes]]
* [[Setting up Events]]
* [[Setting up Appointments|Setting up 1:1 Appointments]]
* [[Setting up Payments]]
* [[Setting up Gift Cards]]
* [[Discounts]]
* [[Custom Pricing]]
* [[Importing Students into Taramala]]
* [[Billing]]

=== Schedule Component ===
* [[Zoom Classes]]
* [[Waitlists|Class Waitlists]]
* [[Selling Online]]
* [[Handling Cancellations]]
* [[Studio_Website|Schedule Component]]
* [[Studio_Website_Student_Signin|Schedule Component: Student Accounts & Signin]]
* [[Schedule Component Student Guide|Schedule Component: a Guide for your Students]]
* [[Teacher and Owner Accounts]]

=== Taramala User Interface ===
* [[Attendance_Tab|Attendance Tab]]
* [[Students_Tab|Students Tab]]
* [[Setup/Account Tab]]
* [[Teacher App|Teacher Mobile Access]]

Student and Teacher Notes

2025-12-12T02:06:01Z

Admin: /* Student and Teacher Notes */

= Student and Teacher Notes =
Taramala allows you to store notes about your students as well as 'Teacher Notes' which are notes about a class that are used to communicate information and tips to teachers teaching that class. This information is also communicated to teachers in the [[Email_Notifications#Types_of_Email_Notifications|class digest email]] that goes out to teachers before each class.

Notes support is available as an ala carte item for a small monthly charge (five dollars/month). Check your [[Billing|Setup/Billing]] page for access to this feature.

== Teacher Notes ==
Teacher notes can be created for your teachers in the [[Class_Signin|class signin]] page. Once entered, these notes will continue to be viewed on all instances of this class going forward (rather than just being for one instance of a class).

[[File:signin-teacher-notes.png|center|600px]]

To help communicate these notes to the teacher teaching a class (or yourself), these notes also go out in the [[Email_Notifications#Types_of_Email_Notifications|class digest email]] that goes out to teachers before each class.

[[File:class-digest-teacher-notes.png|center|400px]]

== Student Notes ==
Student notes can be written and read from the [[Students_Tab|students tab]]. There is a click-to-edit field there that allows you to save and read these notes.

[[File:student-edit-notes.png|center|500px]]

To help communicate these student notes to the teacher teaching a class (or yourself), these notes also go out in the [[Email_Notifications#Types_of_Email_Notifications|class digest email]] that goes out to teachers before each class whenever a student is registered for that class.

[[File:class-digest-student-notes.png|center|400px]]

Student and Teacher Notes

2025-12-12T02:05:13Z

Admin: /* Student Notes */

= Student and Teacher Notes =
Taramala allows you to store notes about your students as well as 'Teacher Notes' which are notes about a class that are used to communicate information and tips to teachers teaching that class. This information is also communicated to teachers in the [[Email_Notifications#Types_of_Email_Notifications|class digest email]] that goes out to teachers before each class.

Note that Notes support is available as an ala carte item for a small monthly charge (five dollars/month). Check your [[Billing|Setup/Billing]] page for access to this feature.

== Teacher Notes ==
Teacher notes can be created for your teachers in the [[Class_Signin|class signin]] page. Once entered, these notes will continue to be viewed on all instances of this class going forward (rather than just being for one instance of a class).

[[File:signin-teacher-notes.png|center|600px]]

To help communicate these notes to the teacher teaching a class (or yourself), these notes also go out in the [[Email_Notifications#Types_of_Email_Notifications|class digest email]] that goes out to teachers before each class.

[[File:class-digest-teacher-notes.png|center|400px]]

== Student Notes ==
Student notes can be written and read from the [[Students_Tab|students tab]]. There is a click-to-edit field there that allows you to save and read these notes.

[[File:student-edit-notes.png|center|500px]]

To help communicate these student notes to the teacher teaching a class (or yourself), these notes also go out in the [[Email_Notifications#Types_of_Email_Notifications|class digest email]] that goes out to teachers before each class whenever a student is registered for that class.

[[File:class-digest-student-notes.png|center|400px]]

File:Student-edit-notes.png

2025-12-12T02:04:32Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

Student and Teacher Notes

2025-12-12T02:01:16Z

Admin:

= Student and Teacher Notes =
Taramala allows you to store notes about your students as well as 'Teacher Notes' which are notes about a class that are used to communicate information and tips to teachers teaching that class. This information is also communicated to teachers in the [[Email_Notifications#Types_of_Email_Notifications|class digest email]] that goes out to teachers before each class.

Note that Notes support is available as an ala carte item for a small monthly charge (five dollars/month). Check your [[Billing|Setup/Billing]] page for access to this feature.

== Teacher Notes ==
Teacher notes can be created for your teachers in the [[Class_Signin|class signin]] page. Once entered, these notes will continue to be viewed on all instances of this class going forward (rather than just being for one instance of a class).

[[File:signin-teacher-notes.png|center|600px]]

To help communicate these notes to the teacher teaching a class (or yourself), these notes also go out in the [[Email_Notifications#Types_of_Email_Notifications|class digest email]] that goes out to teachers before each class.

[[File:class-digest-teacher-notes.png|center|400px]]

== Student Notes ==
Student notes can be written and read from the [[Students_Tab|students tab]]. There is a click-to-edit field there that allows you to save and read these notes.

To help communicate these student notes to the teacher teaching a class (or yourself), these notes also go out in the [[Email_Notifications#Types_of_Email_Notifications|class digest email]] that goes out to teachers before each class whenever a student is registered for that class.

[[File:class-digest-student-notes.png|center|400px]]

File:Class-digest-student-notes.png

2025-12-12T02:00:00Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

File:Class-digest-teacher-notes.png

2025-12-12T01:53:48Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

File:Signin-teacher-notes.png

2025-12-12T01:45:09Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

Billing

2025-12-07T20:25:54Z

Admin: /* Pricing Tiers */

Billing

2025-12-07T20:23:55Z

Admin: /* Pricing Tiers */

= Billing =

== Overview of Taramala Pricing ==
With Taramala there is no contract and no setup or termination charges and no other hidden fees.

There is a base monthly billing price, a minimum, maximum and the 1% Square transaction charge. These can vary but let's say your base billing charge is $9/month and the minimum is $19/month and your maximum is $49/month. Let's go through a few scenarios:

* Taramala processes $400 for you in one month: $9 + $4 = $13. In this case your price is $19 which is the minimum.
* Taramala processes $2000 for you in one month: $9 + $20 = $29. In this case your price is $29
* Taramala processes $5000 for you in one month: $9 + $50 = $59. In this case your price is $49 which capped by the maximum.

Note that you pay these fees in addition to the transaction fees paid to Square. Note that some studios elect to not use Square and in that case they pay no transaction fees. That is more of a model where students use Taramala to [[Selling_Online#Working_without_Square|register for classes and then pay you directly]].

Note that these fees are per studio location. Contact help@taramala.com for discounts related to franchise support.

== Pricing Tiers ==
Two types of subscriptions are offered for Taramala.
* ''BASIC'' plan: provides great support for small studios that are price conscious. This includes the base platform that many studios used for years when this plan was all that was offered.
* ''STANDARD'' plan: great for small to medium sized studios that can afford a minimal price increase for access to many features that ease management of studio.

The ''STANDARD'' plan provides access to all features provided by the ''Basic'' plan plus the following:
* [[Reports|Reporting]]: run payment and attendance reports for any time period.
* [[Waitlists]]: offer a waitlist for a class when it fills up.
* [[Custom_Pricing#Custom_Packages_for_Punchcards_.26_Subscriptions|Custom packages]]: create punch cards or subscriptions for specific classes.
* [[Teacher_App|Cell phone access to Taramala]]: mobile access to the Taramala teacher app.
* [[Discounts|Extended discount support]]: support for ''New Student'' and ''Membership'' discounts plus many other features in this area.

== Setting up Autopay ==
While not required, you can add a card on file that will be used pay your studio's monthly invoices from Taramala. This option is available in the Setup/Billing tab.

[[File:studio-autopay2.png|center|600px]]

Student and Teacher Notes

2025-12-07T20:23:00Z

Admin: /* Student and Teacher Notes */

Student and Teacher Notes

2025-12-07T20:22:25Z

Admin: /* Student and Teacher Notes */

Student and Teacher Notes

2025-12-07T20:08:48Z

Admin: Created page with "= Student and Teacher Notes = Taramala allows you to store notes about your students as well as 'Teacher Notes' which are notes about a class that are used to communicate information and tips to teachers teaching that class. This information is also communicated to teachers in the class digest email that goes out to teachers before each class."

Main Page

2025-12-07T20:05:25Z

Admin: /* Features */

= Taramala Documentation =
Find help on how to use Taramala, pointers on how best to use it. If you can't find what you are looking for then go to https://www.taramala.com/contact or email [mailto:help@taramala.com help@taramala.com] with your questions.

[[File:signin-page.png|center|Class signin page]]

== FAQs ==
You can search for answers above or use the most commonly used guides below.
* [[Getting Started]]
* [[Migration Strategies]]
=== Features ===
* [[Class Signin]]
* [[Attendance Tab|Managing Attendance]]
* [[Managing Classes and Events|Managing Classes & Events]]
* [[Email Notifications]]
* [[Shared Punchcards]]
* [[Subscriptions]]
* [[Waivers]]
* [[Discounts]]
* [[Charts Reports|Dashboard Reports]]
* [[Reports]]
* [[Viewing Purchases]]
* [[Locations]]
* [[Student and Teacher Notes]]

=== Setup ===
* [[Setting up Classes]]
* [[Setting up Events]]
* [[Setting up Appointments|Setting up 1:1 Appointments]]
* [[Setting up Payments]]
* [[Setting up Gift Cards]]
* [[Discounts]]
* [[Custom Pricing]]
* [[Importing Students into Taramala]]
* [[Billing]]

=== Schedule Component ===
* [[Zoom Classes]]
* [[Waitlists|Class Waitlists]]
* [[Selling Online]]
* [[Handling Cancellations]]
* [[Studio_Website|Schedule Component]]
* [[Studio_Website_Student_Signin|Schedule Component: Student Accounts & Signin]]
* [[Schedule Component Student Guide|Schedule Component: a Guide for your Students]]
* [[Teacher and Owner Accounts]]

=== Taramala User Interface ===
* [[Attendance_Tab|Attendance Tab]]
* [[Students_Tab|Students Tab]]
* [[Setup/Account Tab]]
* [[Teacher App|Teacher Mobile Access]]

Main Page

2025-12-07T20:03:06Z

Admin: /* Features */

= Taramala Documentation =
Find help on how to use Taramala, pointers on how best to use it. If you can't find what you are looking for then go to https://www.taramala.com/contact or email [mailto:help@taramala.com help@taramala.com] with your questions.

[[File:signin-page.png|center|Class signin page]]

== FAQs ==
You can search for answers above or use the most commonly used guides below.
* [[Getting Started]]
* [[Migration Strategies]]
=== Features ===
* [[Class Signin]]
* [[Attendance Tab|Managing Attendance]]
* [[Managing Classes and Events|Managing Classes & Events]]
* [[Email Notifications]]
* [[Shared Punchcards]]
* [[Subscriptions]]
* [[Waivers]]
* [[Discounts]]
* [[Charts Reports|Dashboard Reports]]
* [[Reports]]
* [[Viewing Purchases]]
* [[Locations]]
* [[Student and Class Notes]]

=== Setup ===
* [[Setting up Classes]]
* [[Setting up Events]]
* [[Setting up Appointments|Setting up 1:1 Appointments]]
* [[Setting up Payments]]
* [[Setting up Gift Cards]]
* [[Discounts]]
* [[Custom Pricing]]
* [[Importing Students into Taramala]]
* [[Billing]]

=== Schedule Component ===
* [[Zoom Classes]]
* [[Waitlists|Class Waitlists]]
* [[Selling Online]]
* [[Handling Cancellations]]
* [[Studio_Website|Schedule Component]]
* [[Studio_Website_Student_Signin|Schedule Component: Student Accounts & Signin]]
* [[Schedule Component Student Guide|Schedule Component: a Guide for your Students]]
* [[Teacher and Owner Accounts]]

=== Taramala User Interface ===
* [[Attendance_Tab|Attendance Tab]]
* [[Students_Tab|Students Tab]]
* [[Setup/Account Tab]]
* [[Teacher App|Teacher Mobile Access]]

Managing Classes and Events

2025-11-24T20:08:39Z

Admin: /* How Do I Enter a Substitute Teacher? */

= Managing Classes & Events =

This section covers day to day management of classes once your [[Setting up Classes|classes have been set up]]
and [[Setting up Events|events have been set up]].

=== How do I contact everyone in a class? ===
The class attendance list provides an email button that you can use to send an email to everyone in the class.

[[File:mail-to-class.png|center|400px]]

=== How do I cancel a class? ===
If there are students registered for the class, it will show in the Attendance list. Select the class so that is displays in the edit side bar and select the Cancel button from the toolbar up top.

The cancel button is the x button to the left of the trashcan in the picture below.

[[File:Cancel-class.PNG|Cancel Class|center|400px|Image: 600 pixels]]

If there are no students registered, the class may have not been created yet (see 'Why doesn't my class show?' above). You can create the class however by selecting the '+' or 'Add Class' button. The dialog allows you to find the class and will create the class if it already does not exist. Once the class is created, you can select it in the Attendance grid so that is displays in the edit side bar and select the Cancel button from the toolbar up top to cancel it.

When a class is cancelled, any students registered are sent an email letting them know that the class has been cancelled. The class will still show in the student's schedule but it will be noted as canceled with no way to signup for the class.

[[File:Cancel-class-in-schedule.PNG|Cancel Class|center||600px|Image: 600 pixels]]

=== When Should I Delete a Class? ===
Sometimes you simply don't want the class to show up in the schedule. If you cancel a class, it will still show up in the schedule as being "cancelled". If you delete the class it won't show in the schedule at all.

[[File:delete-class.png|center|400px]]

=== How Do I Enter a Substitute Teacher? ===
Sometimes you may want to change the teacher for just one or a few classes. As shown in the picture below, the teacher can be changed in the edit console on a class instance basis. This edit will just be for a single class session. Both classes in the future and in the past can be edited this way.

[[File:Update-teacher.png|Update Teacher|center||600px|Image: 600 pixels]]

Once this change is made, the student schedule is immediately updated to show the sub as shown below. Note that, now the substitute will be sent the [[Email_Notifications#Types_of_Email_Notifications|Class Digest email]] instead of the teacher.

[[File:class-sub-schedule.png|500px|center]]

Managing Classes and Events

2025-11-24T20:05:36Z

Admin: /* How Do I Enter a Substitute Teacher? */

File:Class-sub-schedule.png

2025-11-24T20:04:08Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

Billing

2025-11-20T17:22:01Z

Admin: /* Overview of Taramala Pricing */

= Billing =

== Overview of Taramala Pricing ==
With Taramala there is no contract and no setup or termination charges and no other hidden fees.

There is a base monthly billing price, a minimum, maximum and the 1% Square transaction charge. These can vary but let's say your base billing charge is $9/month and the minimum is $19/month and your maximum is $49/month. Let's go through a few scenarios:

* Taramala processes $400 for you in one month: $9 + $4 = $13. In this case your price is $19 which is the minimum.
* Taramala processes $2000 for you in one month: $9 + $20 = $29. In this case your price is $29
* Taramala processes $5000 for you in one month: $9 + $50 = $59. In this case your price is $49 which capped by the maximum.

Note that you pay these fees in addition to the transaction fees paid to Square. Note that some studios elect to not use Square and in that case they pay no transaction fees. That is more of a model where students use Taramala to [[Selling_Online#Working_without_Square|register for classes and then pay you directly]].

Note that these fees are per studio location. Contact help@taramala.com for discounts related to franchise support.

== Pricing Tiers ==
Two types of subscriptions are offered for Taramala.
* ''BASIC'' plan: provides great support for small studios that are price conscious. This includes the base platform that many studios used for years when this plan was all that was offered.
* ''STANDARD'' plan: great for small to medium sized studios that can afford a minimal price increase for access to many features that ease management of studio.

The ''STANDARD'' plan provides access to all features provided by the ''Basic'' plan plus the following:
* Reporting: run payment and attendance reports for any time period.
* [[Waitlists]]: offer a waitlist for a class when it fills up.
* [[Custom_Pricing#Custom_Packages_for_Punchcards_.26_Subscriptions|Custom packages]]: create punch cards or subscriptions for specific classes.
* [[Teacher_App|Cell phone access to Taramala]]: mobile access to the Taramala teacher app.
* [[Discounts|Extended discount support]]: support for ''New Student'' and ''Membership'' discounts plus many other features in this area.

== Setting up Autopay ==
While not required, you can add a card on file that will be used pay your studio's monthly invoices from Taramala. This option is available in the Setup/Billing tab.

[[File:studio-autopay2.png|center|600px]]

Reports

2025-11-17T00:22:20Z

Admin: /* Using reporting to pay teachers */

== Reporting ==
Taramala allows you to build reports using charts and tables in the following areas:
* Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.
* Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.
* Teacher: check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.

Reporting is offered with the [[Billing|STANDARD plan]].

[[File:reports-attendance.png|400px|center]]

=== How to build reports ===
Reports can be controlled in three different ways.
* Dates: on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.
* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
Whenever you change the dates or filters, the reports are updated.

[[File:reports-overview.png|600px|center]]

=== Using reporting to pay teachers ===
Taramala provides a chart in the 'Teachers' section that can be used to calculate how much to pay your teachers.
* Navigate to 'Reports'/'Teachers'
* Select the time period (i.e. 'Last Month')
* Scroll down to the 'Teacher by Class by Date' report or table.
The chart first groups all attendance in the time period by teacher, then by class then by the date of the class. The date line provides the attendence count for that class. Averages by teacher and teacher/class are also provided to track how your teachers are doing.

[[File:reports-teacher-class-date.png|600px|center]]

=== Exporting data for a report ===
Each chart or table contains button to allow you to export the data in the report as a CSV file.

[[File:reports-pkg-type-pie.png|400px|center]]

=== Use of detail data ===
The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
Whenever you change the date or filters, reports this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.

Reports

2025-11-17T00:15:31Z

Admin: /* How to build reports */

== Reporting ==
Taramala allows you to build reports using charts and tables in the following areas:
* Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.
* Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.
* Teacher: check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.

Reporting is offered with the [[Billing|STANDARD plan]].

[[File:reports-attendance.png|400px|center]]

=== How to build reports ===
Reports can be controlled in three different ways.
* Dates: on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.
* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
Whenever you change the dates or filters, the reports are updated.

[[File:reports-overview.png|600px|center]]

=== Using reporting to pay teachers ===
Taramala provides a chart in the 'Teachers' section that can be used to calculate how much to pay your teachers.
* Navigate to 'Reports'/'Teachers'
* Select the time period (i.e. 'Last Month')
* Scroll down to the 'Teacher by Class by Date' report or table.

[[File:reports-teacher-class-date.png|600px|center]]

=== Exporting data for a report ===
Each chart or table contains button to allow you to export the data in the report as a CSV file.

[[File:reports-pkg-type-pie.png|400px|center]]

=== Use of detail data ===
The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
Whenever you change the date or filters, reports this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.

File:Reports-overview.png

2025-11-17T00:15:03Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

Reports

2025-11-17T00:10:57Z

Admin: /* Using reporting to pay teachers */

== Reporting ==
Taramala allows you to build reports using charts and tables in the following areas:
* Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.
* Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.
* Teacher: check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.

Reporting is offered with the [[Billing|STANDARD plan]].

[[File:reports-attendance.png|400px|center]]

=== How to build reports ===
Reports can be controlled in three different ways.
* Dates: on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.
* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
Whenever you change the dates or filters, the reports are updated.

=== Using reporting to pay teachers ===
Taramala provides a chart in the 'Teachers' section that can be used to calculate how much to pay your teachers.
* Navigate to 'Reports'/'Teachers'
* Select the time period (i.e. 'Last Month')
* Scroll down to the 'Teacher by Class by Date' report or table.

[[File:reports-teacher-class-date.png|600px|center]]

=== Exporting data for a report ===
Each chart or table contains button to allow you to export the data in the report as a CSV file.

[[File:reports-pkg-type-pie.png|400px|center]]

=== Use of detail data ===
The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
Whenever you change the date or filters, reports this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.

Reports

2025-11-17T00:10:14Z

Admin: /* Using reporting to pay teachers */

== Reporting ==
Taramala allows you to build reports using charts and tables in the following areas:
* Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.
* Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.
* Teacher: check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.

Reporting is offered with the [[Billing|STANDARD plan]].

[[File:reports-attendance.png|400px|center]]

=== How to build reports ===
Reports can be controlled in three different ways.
* Dates: on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.
* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
Whenever you change the dates or filters, the reports are updated.

=== Using reporting to pay teachers ===
Taramala provides a chart in the 'Teachers' section that can be used to calculate how much to pay your teachers.
* Navigate to 'Reports'/'Teachers'
* Select the time period (i.e. 'Last Month')
* Scroll down to the 'Teacher by Class by Date' report or table.

[[File:reports-teacher-class-date.png|500px|center]]

=== Exporting data for a report ===
Each chart or table contains button to allow you to export the data in the report as a CSV file.

[[File:reports-pkg-type-pie.png|400px|center]]

=== Use of detail data ===
The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
Whenever you change the date or filters, reports this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.

Reports

2025-11-17T00:09:55Z

Admin:

== Reporting ==
Taramala allows you to build reports using charts and tables in the following areas:
* Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.
* Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.
* Teacher: check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.

Reporting is offered with the [[Billing|STANDARD plan]].

[[File:reports-attendance.png|400px|center]]

=== How to build reports ===
Reports can be controlled in three different ways.
* Dates: on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.
* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
Whenever you change the dates or filters, the reports are updated.

=== Using reporting to pay teachers ===
Taramala provides a chart in the 'Teachers' section that can be used to calculate how much to pay your teachers.
* Navigate to 'Reports'/'Teachers'
* Select the time period (i.e. 'Last Month')
* Scroll down to the 'Teacher by Class by Date' report or table.

[[File:reports-teacher-class-date.png|400px]]

=== Exporting data for a report ===
Each chart or table contains button to allow you to export the data in the report as a CSV file.

[[File:reports-pkg-type-pie.png|400px|center]]

=== Use of detail data ===
The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
Whenever you change the date or filters, reports this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.

File:Reports-teacher-class-date.png

2025-11-17T00:09:35Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

Reports

2025-11-16T23:24:45Z

Admin:

== Reporting ==
Taramala allows you to build reports using charts and tables in the following areas:
* Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from.
* Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years.
* Teacher: check how teachers are doing with average class size or use a chart to help calculate how much to pay them based on factors such as the number of classes, or attendance or average class size.

Reporting is offered with the [[Billing|STANDARD plan]].

[[File:reports-attendance.png|400px|center]]

=== How to build reports ===
Reports can be controlled in three different ways.
* Dates: on the top right is a date filter where you pick the time frame to report on. Many presets, such as 'Last Month' are available to aid in this process though you can also use idioms such as '8m' meaning the last 8 months or '3y' meaning the last three years. Or you can directly enter an exact date range.
* Filters: on the left are a number of filters that allow you report directly on a specific type of class or a specific teacher for example.
Whenever you change the dates or filters, the reports are updated.

=== Exporting data for a report ===
Each chart or table contains button to allow you to export the data in the report as a CSV file.

[[File:reports-pkg-type-pie.png|400px|center]]

=== Use of detail data ===
The bottom chart contains the detail data (i.e. payments or attendance), that was used to build these reports.
Whenever you change the date or filters, reports this detail data will be updated. In some cases where you need more control over the type of report you want, you can export this data to a spreadsheet and manipulate it there.

File:Reports-pkg-type-pie.png

2025-11-16T23:23:45Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

Reports

2025-11-16T23:17:28Z

Admin: Created page with "== Reporting == Taramala allows you to build reports using charts and tables in the following areas: * Payments: allow you to trend payment information over weeks, months or years, breaking down where your income is coming from. * Attendance: allow you to track how the studio is doing through charts that look at attendance at a specific time or track changes in attendance over the years. * Teacher: check how teachers are doing with average class size or use a chart to he..."

File:Reports-attendance.png

2025-11-16T23:08:17Z

Admin: File uploaded with MsUpload

File uploaded with MsUpload

Main Page

2025-11-16T22:39:40Z

Admin: /* Features */

= Taramala Documentation =
Find help on how to use Taramala, pointers on how best to use it. If you can't find what you are looking for then go to https://www.taramala.com/contact or email [mailto:help@taramala.com help@taramala.com] with your questions.

[[File:signin-page.png|center|Class signin page]]

== FAQs ==
You can search for answers above or use the most commonly used guides below.
* [[Getting Started]]
* [[Migration Strategies]]
=== Features ===
* [[Class Signin]]
* [[Attendance Tab|Managing Attendance]]
* [[Managing Classes and Events|Managing Classes & Events]]
* [[Email Notifications]]
* [[Shared Punchcards]]
* [[Subscriptions]]
* [[Waivers]]
* [[Discounts]]
* [[Charts Reports|Dashboard Reports]]
* [[Reports]]
* [[Viewing Purchases]]
* [[Locations]]

=== Setup ===
* [[Setting up Classes]]
* [[Setting up Events]]
* [[Setting up Appointments|Setting up 1:1 Appointments]]
* [[Setting up Payments]]
* [[Setting up Gift Cards]]
* [[Discounts]]
* [[Custom Pricing]]
* [[Importing Students into Taramala]]
* [[Billing]]

=== Schedule Component ===
* [[Zoom Classes]]
* [[Waitlists|Class Waitlists]]
* [[Selling Online]]
* [[Handling Cancellations]]
* [[Studio_Website|Schedule Component]]
* [[Studio_Website_Student_Signin|Schedule Component: Student Accounts & Signin]]
* [[Schedule Component Student Guide|Schedule Component: a Guide for your Students]]
* [[Teacher and Owner Accounts]]

=== Taramala User Interface ===
* [[Attendance_Tab|Attendance Tab]]
* [[Students_Tab|Students Tab]]
* [[Setup/Account Tab]]
* [[Teacher App|Teacher Mobile Access]]

Charts Reports

2025-11-16T22:38:44Z

Admin:

=== Dashboard Reports ===
After there is about a week worth of class attendence data is stored in an account, the home page for Taramala will begin displaying charts showing both attendence information as well as income information. Using the dropdown, this information can be shown over time. For example, showing attendence over the past year.

[[File:dashboard.png|center|Home Page Dashboard|800px]]

Attendance Tab

2025-11-03T12:24:14Z

Admin: /* Managing Attendance */

= Managing Attendance =
The Attendance list is shown in the [[Class_Signin_Tab|'Signin' tab]] as well as the [[Managing_Classes_and_Events|Classes & Events]] tab and allows you to view and edit class attendance.

The Attendance panel gives you quick insight concerning the registrations for a class.
* Whether the student has paid for the registration and how the student paid it.
* Whether the student has signed a waiver with the option to [[Waivers#In-person_Waivers|allow the student to sign the waiver]] if not.
* When the student registered and/or canceled the registration for a class.

=== How do I add and remove students from a class? ===
You can edit classes that have already happened or are scheduled for the future in the 'Classes & Events' tab. When this tab is loaded it will navigate to today's classes and you can scroll upward to see classes in the past or scroll down to see classes in the future. To edit a class, select and an edit dialog will show on the right.

[[File:classesandevents.PNG|center|400px]]

To add a student click on the 'Add Attendee' link. To remove a student from a class, click in the '-' button to the right of the student's name in the class roster.

You can use the edit tab to and and remove attendees as well as change how a student is paying for a class.

On the day of the class, you can use the [[Class_Signin_Tab|'Signin' tab]] shown below. Generally the signin tab is used at the time a class is running or just before and the 'Classes & Events' tab is used to update classes in the past or the future.

[[File:signin-students.PNG|Signin Students|center|400px]]

When a student is unregistered from a class either manually or if a student unregisters in the student schedule, Taramala keeps track of that as well and a teacher can see which students registered and then cancelled later.

[[File:class-cancelation.png|center|400px]]

=== How to track which Students attended a class? ===

Taramala allows you to optionally track which students actually attended a class. By default, it is not enabled but the picture below shows how to enable this for your studio.

[[File:check-attendance.png|500px|center]]

Note that by default, Taramala automatically tracks which students have ''registered'' or ''canceled'' their registration. The system does not know who actually showed up for a a class however; it does not know about scenarios where a student registered a class but did not attend and did not cancel their registration before class. The check attendance feature gives you the capability to track that as well.

=== Edit a Class Payment Type for a Student ===

In the attendance list for a class or for a student, there is a button the indicates what package type (i.e. dropin, punch card or subscription) was used to pay for a class. This can be changed by clicking that button. When you do that, available payment options for that student will show in a drop down. Select one to update the payment type.

[[File:set-paytype.PNG|400px|Update Payment|center]]

Note that a subscription or punch card option will only show if the student has bought that card and there are available classes on that card.