OTA U

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The OTA HUB is our All in One Proprietary Program Management Software.  

 

Action:  Go to the APP Store on your Phone and Download the OTM APP (the APP has our LOGO on it)

Use the same password you were given for the Desktop Login

Territory Sales:

 

Action:  Create a School Exercise
Create a school within your HUB with your last name. 
For example:  Whelan Elementary

Adding Instructors and APP Introduction

 

Action: Create an Instructor Exercise:

Create yourself within your HUB as an instructor (DO NOT USE YOUR OTA EMAIL, PLEASE USE PERSONAL EMAIL) and set your availability so you can work everyday.  Check your EMAIL to make sure you received an email and set a PASSWORD (Remember it's your personal email)

Instructors:  Scheduling and Managing Instructors

 
 

Creating an After School Program

Action: Program Creation Exercise
Please create the following Program at YOUR Elementary (Make sure your Elementary School is listed as a - OTA Partner School)
Go to Board > List > Create
**Sports Spectacular Grades K-2  Mondays  (Starts ANY Monday in September and Ends ANY Monday in November) Cost $100 per child
**Flag Football Grades 3-5 Wednesdays (Starts ANY Wednesday in September and Ends ANY Wednesday in November) $100 per child
**MAKE SURE IT'S SET FOR ONLINE REGISTRATION
**SET YOURSELF AS THE INSTRUCTOR FOR BOTH CLASSES
**GO TO EACH WEEK OF THE CLASS AND CHECK YOURSELF IN AS GOOD TO GO

**LOG INTO THE OTA APP USING YOUR INSTRUCTOR LOGIN and make sure programs are listed in schedule.  

Creating a 1 WEEK CAMP

 

Action: Creating a 1 Week Camp Exercise
Please create a Summer Camp with the following information (Use your School that your Created)
Soccer Camp | Week of June 7th  (Monday - Friday) |  9:00am - 3:00pm |  Cost:  $200 per child
**MAKE SURE IT'S SET FOR ONLINE REGISTRATION

Creating a Camp with MULTIPLE WEEKS

 

Action: Creating a Camp with Multiple Weeks:
Please create a Summer Camp with the following information (Use your School that you Created)
OTA ________ School Summer Camp | Week of June 7th  (Monday - Friday) |  9:00am - 3:00pm |  Cost:  $200 per child

>Make the Camp 8 Weeks long
>Provide Before and After Care for each week
>Delete the July 4th Week

**MAKE SURE IT'S SET FOR ONLINE REGISTRATION

Payroll Function

 

Action: Clock in and Out of a program
Use an existing program and schedule yourself for that program (You will have to edit the program to add instructors - Add Yourself as the instructor).  Then log into the app (Remember it should be your personal email and you can only Clock In 15 min before the start of the class; so you might need to adjust the time as well).  Wait an hour and Clock Out: 

  • Review the Payroll Tab and make sure your info is listed

  • Review the Schedule logs to more detailed info about the location.  

 

Birthday Party Creation

Action: Create a Birthday Party
*IMPORTANT* Make sure to create a Partner in Sales Territory as OTA Birthday Party

Creating a Manual Program and Receiving Money

 

Board Views

 

Surveys

 

Action:  Fill out the Survey for your Program and review results

 

Forms

Action:  Add both Forms to your HUB:   OTA Waiver (**IMPORTANT** Add your Legal Business Name to the highlighted areas in the Waiver Document)

>OTA Waiver

>Cancellation Form

Coupons

 

Action:  Create the following

>Coupon for yourself for 100% Off (Make it for ALL PROGRAMS with no end date)

Sibling Discounts

 

Payment Plans

 
 

Parent Dashboard

Action:  Register your child for 1 of the programs you created; use the CODE you created for 100% off

 

Director View

Campaigns to Registered Participants

 

Action:  Send a 'Test' Welcome Email to the program that you registered for child in.

Rosters and SignOut Sheets

 

Cancelling, Crediting, or Changing Weeks

 
 

Manually Registering a Family (Payment Later Feature - Parent to pay by Credit Card Later)

Manually Registering a Family (Payment Later Feature - Check or Cash)

 
 

'Other' Category Programs 

Families using their Phone to Register

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