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22 questions answered

Getting started

What is Steams Online?

Steams Online is a connected platform for the work of running a training organization. It brings class registration, student records, CRM, payments, learning, employees, and reporting into one operational picture.

Take the platform tour

What kinds of organizations is it built for?

Steams is designed for organizations delivering certification programs, career training, workforce development, and continuing education. It supports the operational work around short-term training programs and recurring classes.

Explore practical use cases

What do you mean by a training business operating system?

It means the work connects. An enrollment relates to a student, the student has payments and learning activity, and those records inform the reports your team uses. The goal is a clearer day across the organization.

Learn about the operating system approach

Can I try Steams before choosing a plan?

A 14-day trial is available. Start with a conversation about your organization so the team can help you understand the setup and access process.

Get started

Enrollment & students

Can students register for classes online?

Yes. Steams supports online class registration, with the class information and registration settings you configure for your organization.

Explore registration

Can we collect additional information during registration?

Yes. Custom fields let you collect additional student information. You can configure relevant fields to appear during registration and keep that information with the student record.

Read the custom-fields guide

Can we keep student documents and enrollment history together?

Steams supports student profiles, documents, custom information, and enrollment records. Your team can use that context when helping a student or preparing a class.

Explore student management

Can we manage class capacity and waitlists?

Class capacity and waitlist options support enrollment management when places are limited. Review your class settings and the available options for your setup.

See the enrollment workflow

Billing & payments

Can students pay a deposit or use installments?

Steams supports payment in full, deposits, installments, and pay-later arrangements according to your configuration. Your organization decides the payment terms for its classes.

Explore payment options

Which payment processors can we connect?

Steams integrates with Stripe, Authorize.Net, PayPal, Square, and BluePay. You will need the relevant processor account and configuration; processor charges and eligibility are separate from the Steams plan.

See the integrations

Can our team see invoices, receipts, and outstanding balances?

Yes. Billing and payment records help your team review what was billed, what was paid, and what remains outstanding for a student.

Explore the financial picture

Who sets student payment and cancellation policies?

Your organization sets the terms for its classes, payments, cancellations, and refunds. Review those policies and the relevant settings with your team so the student-facing information is clear.

Discuss your setup

Learning

Can we support in-person and online training?

Steams connects class and student management with an LMS for online materials and learning activity. Organizations can support in-person programs, online learning, or a combination of the two.

Explore learning management

Does Steams include quizzes, assignments, and feedback?

The LMS includes quizzes, assignments, submissions, grading, and instructor feedback. Check the plan comparison and discuss your learning requirements with the team.

See learning features

Can we manage certificates and learning progress?

Steams supports learning progress, completion, and certificate workflows. Your organization remains responsible for its own training and certification requirements.

Prepare your certificate design

Integrations & teams

What other services does Steams integrate with?

Alongside payment processors, Steams integrates with QuickBooks, Zoom, Zapier, Twilio, Google Calendar, and Microsoft Outlook. Review the integrations page for the purpose of each connection.

Explore connected tools

How does text messaging work?

Steams uses a Twilio integration for configured SMS communication. You will need to set up the connection and follow the messaging requirements applicable to your account and recipients.

Explore communication integrations

Can employees have different access permissions?

Yes. User roles and permissions help you give employees access according to their responsibilities. Review the right setup with your account administrator.

Explore employee management

Plans & support

How do I choose between Bronze, Silver, and Gold?

Start with the features your organization needs, the number of administrative users, and your operational requirements. The pricing page shows the current comparison so you can review the plans together.

Compare plans

Can we bring information from our current system?

Data preparation is part of planning a move to Steams. Share the records and file formats you currently use with the team so available import options and any assistance required can be reviewed.

Discuss your transition

Where can we get help once we are using Steams?

Start with the Support Center for common tasks. For account-specific questions, contact the Steams support team and include the relevant class, record, or error details.

Visit the Support Center

I am a student. Where should I log in or ask about my class?

Use the student portal link provided by your training organization. Your school or training provider is the first contact for class schedules, enrollment decisions, tuition policies, and course content.

Find student-access guidance
BUILT TO MAKE YOUR JOB EASIER

The best answer starts with your situation.

Tell us about your programs, your people, and the work you want to simplify.

Customer story

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A CLOSER LOOK

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Steams Online
LET’S MAKE YOUR JOB EASIER.

Your organization.
Your personalized demo.

Let’s talk about your programs, your team, and what you’d like to make easier.

  • Walk through your current processes
  • Explore the tools that matter to your team
  • Get answers to your questions
A real conversation. Built around you.

Take a closer look at Steams.

Choose your next step and we’ll help you find the right fit for your training organization.

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