How to Use ClassRail: A Step-by-Step Guide for Trainers

A complete walkthrough of setting up your first course on ClassRail — from creating the course to collecting payments and managing enrollments.

By Keith Li · 6 min read · Getting Started

Getting Started

ClassRail is designed to get you from zero to accepting registrations in under five minutes. There is no complex onboarding, no lengthy setup wizard, and no configuration that requires technical knowledge. If you can fill in a form, you can use ClassRail.

The entire platform revolves around one concept: each course gets a unique registration link. You create the course, you share the link, students click it, register, pay, and receive a confirmation. Everything else — capacity tracking, waitlists, email notifications — happens automatically.

Step 1: Create Your Course

Log into the admin dashboard and click "Create Course." Fill in the essentials: course title, date, start and end time, venue name and address, price in HKD, and maximum capacity. You can also add optional details like a course description, what-to-bring field, early-bird pricing with a deadline, and terms and conditions.

The early-bird pricing feature is particularly useful for trainers who want to incentivize early registration. Set a lower price and a deadline — ClassRail automatically switches to the regular price when the deadline passes. No manual intervention needed.

Step 2: Share Your Registration Link

Once your course is published, ClassRail generates a unique registration URL. This is the only link you need to share. Send it via WhatsApp, email, LinkedIn, your website — anywhere your potential students are.

When students click the link, they see a clean registration page with all course details: date, time, venue, price, and any special information you have added. The page automatically displays in the student's preferred language (English, Traditional Chinese, or Simplified Chinese).

Step 3: Students Register and Pay

Students fill in their details — name, email, phone number, and any optional fields like LinkedIn profile or receipt name. They accept the terms and conditions, then proceed to Stripe Checkout for secure card payment.

After payment, students receive an automatic confirmation email with all course details, venue information, and a map link if you have provided one. No manual follow-up needed.

Step 4: Manage Enrollments

The admin dashboard gives you a real-time view of all enrollments, payment statuses, and attendance. You can filter by course, export data, and send reminders to enrolled students.

When a course reaches capacity, ClassRail automatically enables the waitlist. Waitlisted students are notified when spots become available. You can also manually enroll students or process refunds directly from the dashboard.

Step 5: Course Day and Beyond

On course day, use the dashboard to mark attendance. After the course, all records are preserved — enrollment history, payment records, email logs, and activity logs. This gives you a complete audit trail for every course you run.

ClassRail sends course reminders automatically before the course date, reducing no-shows and ensuring students have the venue details they need.