Manage and change your Account Settings

This article will show you how you can access your Account Settings

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  • LEARN HOW TO EDIT OR CHANGE YOUR PREFERENCES OF YOUR ONLINE INSTITUTE PROFILE UNDER ACCOUNT SETTING

Account settings
  • Preferences
  • My Profile
  • About Institute
  • Domain
  • My subscriptions
  • Payment gateways
  • Live classes
  • Third-party integrations
  • Email Marketing

 

3 Account Settings

 

To access your Account Settings, click on your institute name in the upper right corner of the dashboard and tap on "Account Settings." 


Preferences

Once the "Account Settings" page is opened, by default, you will get the "Preferences" tab first. Here you can set up the following: 

  • Time Zone - Select the time zone that will be used in your account and for creating courses and Assignments
  • E-com website theme - choose a dark or light theme for your online school E-com website 
  • Dashboard View - Basic or Analytics

My Profile

Inside the Profile tab, you can change your details for this account:

  • Upload Personal Picture - you can upload an avatar or profile picture for this account by clicking on the "Choose File" button
  • Educator or Coaching Service Name - even if the account is already created, you can change your Educator name or Service Name if this is a business
  • Email Address - this cannot be changed. Please get in touch with Customer Support if you need to change your email address 
  • Mobile - you can see and change your mobile phone number. Please consider that the phone number is also used to login inside the Utobo account
  • Password - If you need to reset the password, click on the "Reset" link. You need to have the Current Password to change it from the Profile tab. If you don't know your password, reset it using the option from the login screen or contact Customer Support for more details
  • Country - from the drop-down menu, you can select the desired country you are located in
  • State - also select the correct state after you did change the country

After all the details have been changed, just click on the "Save" button. 

Caution: If you need to change more details or more information about your account, please get in touch with Customer Service.


About Institute

You can always change or review the settings for your Institute in Utobo, from the Institute Details to Branches, once you are starting to scale up. On the Institute Details tab, you can set up the following:

  • Institute Logo - upload the logo for your institution
  • Banner - upload a banner for the Institute page. We recommend a high-quality photo that has at least 1600 x 1200 resolution and a maximum of 10MB 
  • Educator or Coaching Service Name - you can add or change the name for your Coaching Service
  • Banner Image Content - Few words that describe your Institute best
  • Branch - if you have already created your Branches, from the drop-down, you can select one
  • Describe your Institute - a short description of your Institute
  • Privacy Policy - This field is for your Institute policies 

Under the About Institute tab, you can also add your social accounts like:

  • Twitter - enter your Twitter URL
  • Instagram - add your Instagram URL 
  • LinkedIn - use your LinkedIn URL
  • Facebook - your Facebook URL
  • Quora - enter your Quora URL

Screenshot 2021-09-10 at 11.15.44

"Manage Branches" is the right place to overview your Branches for your Institute. You can also create a new Branch, edit or delete.

Tip: You can create a Branch also when you are adding a Tutor to a new course.


Domain

If you have a domain and you want to connect it with your Utobo profile, or you want to change an already linked domain, just fill out the following: 

  • Current eCommerce Domain name - your actual domain name if you haven't completed already when creating the account
  • Domain - the domain that you want to use to connect it with Utobo

Once you have filled out the requested fields above, please follow the steps on the screen to complete the process. It may take up to 72 hours for this to get finalized. For more info, please get in touch with our Customer Service team at support@utobo.com.


My Subscriptions

By going to the "My Subscriptions" tab, you can manage your Utobo billing information and view or download your invoices: 

  • My Plans - here, you can see your current utobo subscription
  • Cancel Membership - if you want to cancel your subscription with Utobo, click on the Cancel Membership link and tell us the reason for the cancellation. That's it. 
  • Change Plan - you have the option to change your Price Plan at any time if you decide that you need more to expand your Institute or less if you want to scale back
  • Enter Coupon Code - if you have a coupon or you have received a new coupon code during your subscription, you can apply it here at any time, and you will get a discount on the next billing cycle
  • Payment Gateways - here, you can set up payment gateways of your choice for your Institute to be able to receive payments from your students. For now, we support the following: 
    • Stripe
    • Offline Pay 


Warning: A Price Plan change will apply after the current billing cycle ends.

 

If you need an overview of your invoices, click on the "Invoices" tab. 

You can see the status of each invoice, it is paid or not, and you can download it in PDF format by clicking on the "Download" link. 

Caution: If you need more details about your invoices or if you are having payment issues, please get in touch with Customer Service


Payment Gateways

Here you can set up payment gateways of your choice for your Institute to be able to receive payments from your students. For now, we support the following: 

  • Stripe
  • Offline Pay 

In order to add the Stripe account, just click on the "Add Stripe Account" and select the Yes option on the popup in order to get redirected to the Stripe page.

Once redirected, you need to follow the on-screen steps in order to link your Stripe account with Utobo. 

Connect Stripe account to accept payment in your bank account directly

4 Add a stripe account

Live Classes with utobo

Live Classes with Zoom & bluejeans allows you to create a more engaging way to educate your learners. 

Live Classes Setting: Manage Users/ Educators

The live Classes page gives the opportunity to organize and manage the users for live Zoom classes and the Zoom Credentials and preferences. By default the page will open on the "Manage Users" tab and "Add New Users": 

  • Select Live Meeting Company - from the drop-down menu, you will be able to select the service for the Live Meetings, in our case, Zoom or BlueJeans. 
  • Select Educator- using the drop-down, you can choose the available educators or if you want to add a new one, just click on "Add Educator." 

Under "BlueJeans users" and "Zoom users" subtabs you can see the users listed that have been added already. 

Zoom Account Requirements

Free Zoom account is required to schedule a Zoom Meeting. Note that the Free Zoom plan has a meeting limit of 40 minutes. If you need more time, check out Zoom's Pro plan. Live Classes with Zoom is available on the utobo basic plan or higher.

How to integrate with Zoom:

As the host, you will require a Zoom account to get started. Our Live Class type integrates directly with Zoom. Just click on connect button & Then Authorize to finish connecting your utobo account to Zoom,  Now you will be able to  Schedule a Live Class via the Zoom meeting tool, directly from within utobo.

Connect Zoom account to teach live

5 Add a zoom user

How to Add a Live Class

  1. Go to Live Class
  2. Select One time class or Recurring Class

Setup Your Live Lesson Settings

  1. Input the name of your live class topic
  2. Select live meeting tool
  3. Select Educator
  4. Choose a date, time & duration of a live class
  5. You can also choose a live class image & write the agenda of this class which is optional

Host Live Class

Just select students to whom you want to teach in live class & click on Save, your scheduled live classes will be shown in the Available Classes section. Here only you can host your meetings.

1. Schedule a One-time live class:

Conduct one-time live class

11 One time Live Class

2. Schedule Recurring live class:

Schedule recurring classes

12 Recurring Class

Student Experience

Students will be able to join the meeting directly within the Live Class. They can select Join Meeting in Zoom to join the meeting from the Zoom app, which is supported on many devices and can be accessed from Zoom's Download Center.

Web capture_12-10-2021_11024_devcts2.utobo.co.in

Join a live class

Learner Live class

How to Disconnect Your Zoom Account From utobo

Click Disconnect & your zoom account will be uninstalled. If you wish to retake live classes, you will need to connect to Zoom again to create a new Live Class in the future.

Caution:  If you disconnect, it will impact your existing zoom meetings.


Third-Party Integration

Zapier - coming soon...


Email marketing

An email marketing tool that allows you to build and manage large email lists. utobo already has an email feature that will enable you to send one-time emails to your entire group of learners or a smaller one.

In this setting, you need to Sender ID to run your email campaigns.

Verify your email Sender ID

You need to very your email to create a sender ID. Add Sender ID in two steps; once you Verify from your Email please click on Verify This Sender in the "Senders" section under Email Marketing. Congratulations! All setup is done.

Next

Read this article to understand how the email marketing feature works in utobo

Email campaigns