Getting Started with MyTASystem

Welcome — you’re in the right place.

This page is designed to help you get oriented and comfortable with MyTASystem. Nothing you do here is live or visible to students unless you choose to publish it.

Many new users start by exploring with practice data and asking a few questions along the way. That’s completely normal.

Start Here (Recommended First Steps)

These steps help you understand how MyTASystem works — without committing to anything.

Not sure where to start? Ask Corwin

Corwin is your built-in AI assistant, ready to help you explore MyTASystem step by step.

Try asking:

  • “How do I create a practice class?”
  • “What should I explore first?”
  • “Where do I set up payments later?”

You can ask questions here anytime — and our support team is always available if you need extra help.

Ask Corwin

Create a practice class (safe and not public)

A practice class is simply a regular class you create for learning purposes. It won’t be visible to students unless you publish it.

This is the best way to see how scheduling, registration, and payments work.

To create a practice class:

  1. Go to Courses → Class Scheduler
  2. Click New Class
  3. Use sample details (you can change or delete this later)

You can’t break anything, and nothing goes live automatically.

Help is Always Available

Most successful MyTASystem customers ask questions as they go — that’s completely normal.

Corwin can explain features and steps, and our support team is always happy to help. Customer support is free.

Explore Later (Powerful Features to Come Back To)

Once you’re comfortable with the basics, MyTASystem offers many tools to help you grow and streamline your training business.

Email communications & automation

    Stay connected with students and instructors before, during, and after classes — without manual follow-up.

    • Email templates let you customize confirmation messages, reminders, and follow-ups so they match your organization’s tone.
    • Automated campaigns can send emails before or after a class, such as certification reminders or renewal notices.
    • Message Log keeps a record of all emails sent through the system, so you can review, track, or resend messages as needed.

    This helps reduce no-shows, improve communication, and encourage repeat business.

    Products & storefront

    Offer additional items alongside your classes, all in one place.

    • Sell products like student manuals, certification cards, or course materials.
    • Offer products during class registration as optional add-ons.
    • Organize items into catalogs (for example, “CPR Materials” or “Instructor Supplies”) to keep your storefront clean and easy to navigate.

    This makes it easy for students to get everything they need while registering.

    Site customization & advanced tools

    Tailor MyTASystem to fit how your organization works and how your customers experience registration.

    • Branding & checkout settings allow you to adjust logos, colors, and checkout behavior.
    • File Manager stores images, documents, and forms that can be linked to classes, products, or emails.
    • Embed scripts let you display live class listings on your own website, filtered by course type or location.
    • Custom forms let you collect additional information during registration or checkout.
    • White-label options allow you to replace MyTASystem branding with your own for a seamless experience.

    These tools are especially helpful as your training operation grows or becomes more complex.

    You’re Not On Your Own

    Getting started with new software takes time — and you don’t have to figure it out alone.

    Your success matters to us. When your training business grows, MyTASystem grows with you.

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