For Admins

Understand your dashboard at a glance — today's stats, action items, and quick access to everything.

KPIs, greeting, Today's Classes, Action Items, Revenue & Pipeline, Recent Activity, and Quick Actions — all explained.

The settings sidebar, category grid, search bar, and Recent Changes panel — how to get to any of the 29 settings categories without clicking around.

Change the legal name shown to students, set the timezone used for class times, and configure the open hours shown on your booking pages.

How to pause email to students, test templates without hitting customers, or turn everything on — and why a system-level ceiling can override you.

Edit subject lines, headings, and email body per tenant. Preview with sample data. Send a test. Reset to defaults any time.

Render any outbound email template against sample data, send a test, and verify merge tags before it goes live.

Add a signature that gets appended to outbound emails you send through CPR.co.

Where to plug in your Stripe keys, how the connection status shows up, and how the webhook is configured.

Students can save credit cards to their profile for faster future bookings. You can see (but not charge) those cards from the student profile.

Students can opt-in to autopay for cert renewals so they never miss a deadline. Phase 1 is schema-only — UI rollout is coming soon.

Protect your admin account with a 6-digit code from your phone. Takes about 2 minutes to set up.

If you lost your phone or uninstalled your authenticator app, use one of your 10 saved recovery codes to get back in.

How the 5-step onboarding wizard at /onboarding sets up a new training center on CPR.co.

See where new tenants drop off during signup so you can spot friction and fix it.

Read and reply to customer emails as a team, assign conversations, add internal notes, and switch between send-from addresses.

Compare the Free, Starter, Pro, and Scale plans, how to upgrade, and what happens to your data if you downgrade.

See how visitors to your booking page move from page view to completed booking using the conversion funnel report.

Create, edit, and manage CPR classes — from publishing to completion and certification.

View, search, and manage student records — bookings, certifications, notes, and communications.

Track B2B group training requests from first contact through payment using the deals pipeline.

Learn how to use the three-column deal page to log activity, see the full timeline, and manage tasks.

Link people to a deal, set a primary contact, assign roles, and see a contact's deal history on their profile.

Attach, change, or remove the organization linked to a deal using the Company card.

Define custom fields for deals, contacts, and companies in Settings, then fill them in on any record.

Rename stages, reorder them, assign colors, set win/loss, and adjust probability — admin only.

Create filtered views on deals and contacts, save them for later, share with your team, and set one as your default.

Send emails from a deal and see customer replies on the activity timeline automatically.

Enroll a deal contact into a timed sequence of emails and tasks so no follow-up falls through the cracks.

Upload a document to a deal, share a tracked link, and get notified when the customer opens it.

Create professional quotes for B2B customers, send them for approval, and convert to invoices when training is complete.

Send a quote for e-sign acceptance, request a contract signature, and collect payment via online invoice.

Create a new contract from scratch or use a template.

Send a draft contract to signers for e-signature.

Create, edit, and manage reusable contract templates.

Understand contract statuses and monitor the signing process.

Sign the contract as the business owner and finalize the agreement.

Cancel or reject a contract before it is fully signed.

Configure your account, booking rules, communications, branding, and integrations from the Settings panel.

Run your tenant on your own subdomain — for example classes.acme.com instead of acme.cpr.co.

Choose a homepage template and customize sections, hero banners, and colors for your public booking page.

Revenue forecasting, P&L, student retention, and capacity analytics to help you run your training business.

Seed, import, and maintain the CPR requirements data that powers the public checker and requirements pages.

Assign instructors to classes, manage the time clock, set pay rates, and track mileage.

Send newsletters, manage your blog, schedule social media posts, and run email campaigns.

Configure the AI chat widget that answers visitor questions and captures group training inquiries on your website.

The AI assistant that lives in the right sidebar — ask it questions, run safe reads, request writes that go through approval.

Where Claude-suggested actions wait for your approval. Three tabs, keyboard shortcuts, bulk approve/reject.

Build rules that notify staff when specific events happen (low enrollment, stuck booking, instructor reminders).

Manage company accounts, org codes, voucher batches, group bookings, and give organizations portal access.

How sysadmins impersonate tenants via the Enter button, the tenant header dropdown, and the context cookie.

How to provision a new tenant, edit its settings, or retire one.

The platform-wide toggles for cron jobs, AI features, and third-party integrations — when to use them, and how they override tenants.

Step-by-step playbooks for major incidents (database loss, Stripe webhook gaps, domain cutover rollback, DDoS).

On-call playbook for triaging, silencing, and resolving Sentry error alerts.