Map your current workflow
We review how registration, enrollments, tuition, balances, credits, payments, and reconciliation work today.
Spreadsheets, existing class software, Square/Clover, cash/check, and manual notes all get accounted for.
Guided onboarding
We help you move from messy billing workflows to Claso.
Claso onboarding is hands-on. We help map your current tools, prepare your data, configure your revenue workflow, and stay with your team through launch and beyond.
Onboarding workspace
Migration and launch plan
Current stack
Jackrabbit / current software
Square or Clover terminal
Spreadsheet balances
Cash/check notebook
Manual credits
Claso launch checklist
1
Families
Parent contacts, students, siblings, billing contacts
2
Programs
Classes, camps, workshops, memberships, packages
3
Balances
Tuition, credits, deposits, adjustments, open invoices
4
Payments
Autopay, ACH/card, desk collection, cash/check, terminal records
5
Launch
First billing cycle, invoice review, staff walkthrough
Data migration
First billing cycle
24/7 human support
Migration plan
Hands-on help at every step.
You do not have to figure out the migration alone. Claso onboarding is built around the real operational details that decide whether billing works on day one.
Prepare your data
We help organize families, students, classes, enrollments, balances, open invoices, and credit history.
The goal is a clean starting point, not a messy import that creates more work for staff.
Set up billing rules
We configure the parts that determine what each family owes: tuition, packages, one-off charges, credits, and adjustments.
Recurring plans, camps, materials, equipment, counter sales, missed classes, and manual exceptions can all be reflected.
Connect payments
We walk through online payments, autopay, card-present collection, cash/check records, and external terminal reconciliation.
Use integrated Claso payments where it fits, while keeping existing terminal workflows visible in the family ledger.
Run the first cycle together
We stay close through your first billing cycle so invoices, balances, payments, and reconciliation are clear before parents ask.
Your team sees the workflow end to end before relying on it day to day.
What we help migrate
Your data, rules, balances, and payment state come with you.
Migration is not just uploading a CSV. We help preserve the context that matters: which family owes what, why the balance changed, what credits exist, what payments already happened, and what needs action.
Migration workspace
Northside Learning Center
Families
312 records mapped
Parent contacts, siblings, billing contacts
Enrollments
96 active placements
Classes, camps, workshops, packages
Ledger
$8.2k open balances
Credits, deposits, invoices, adjustments
Payments
5 routes configured
Card, ACH, desk collection, cash/check, external terminal
First billing cycle
Review invoices, balances, credits, and payment routes with a Claso human before the cycle goes out.
24/7 human support
When billing affects real money, support should be human.
Claso support is designed for operators who need help with live billing, payment, ledger, and reconciliation questions. You should not be stuck in a ticket queue while families are waiting at the desk.
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A real human to help with setup, migration, and launch questions.
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24/7 human support for urgent billing, payment, and ledger issues.
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Help interpreting edge cases like cash payments, partial refunds, credits, failed autopay, and external terminal records.
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Hands-on walkthroughs for owners, front-desk staff, and operators.
Guided launch
Move to Claso with people who understand the workflow.
We will help you migrate the operational details that matter: families, enrollments, balances, credits, invoices, payments, and support needs.
Talk to us