Frequently Asked Questions


What standard reports are available from Canvas, and can I modify them for my needs.

Yes, we have over 50 standard reports for Registration, Financial, Sales, Transactions, Lessons, and Development. We also have a several dashboards for class and lesson registrations, donations, and events. We have added an advanced report writing tool, JReports that allows you to modify and create new reports to suit your center's needs. Create reports from available data sets, as well as a personal dashboard with chart/graph creation. No programming required.

Can CANVAS display class registration from my website in a way that's appealing to my audience?

CANVAS webpages mirror the appearance of your public website, and updating class registration information on your public website is a snap using CANVAS easy and intuitive interface. Backoffice and public website integrated seamlessly!

How flexible is scheduling classes on CANVAS?

CANVAS allows classes to be registered as: Classes recurring on a weekly basis (by semester) Classes as contiguous days M F (by week) Classes as random collection of days or individual classes (drop-in) CANVAS checks for any overlap in class scheduling on the internal calendar system

How does CANVAS manage membership and membership benefits?

Each Individual or Household Account has a history of each person s participation in classes, events, membership and donations. CANVAS stores a wide range of data fields for each account, such as seasonal addresses, demographics, emergency contact information, class attendance and much more. CANVAS can track and report what is important to you and your community.

How does CANVAS keep track of all the ways our students, members and donors engage with our center?

Each Participant/Household has an account with a history of participation (classes, supplies, events, donations) in CANVAS CANVAS has a wide range of data fields. It can collect customer s information such as seasonal addresses, demographics, class attendance and much more. CANVAS can track and report what is important to you and your community.

Does CANVAS offer Private Lesson Scheduling (one-on one teaching)?

CANVAS allows you to schedule instructors' time in 15-minute increments to allow for 30, 45 and 60 minutes lessons over a specific semester or session. If your instructors teach more than one instrument, CANVAS has you covered, allowing you to specify the instrument. Instructors can see their lessons schedule in the internal calendar system.

Implementation & Support

Can CANVAS convert my customer data from our current system?

CANVAS can convert data from:

  • MS Excel spreadsheets and FileMaker Pro which is a glorified poster. These are flat files with no dynamic relationships.
  • Active Networks
  • Raiser's Edge
  • Access Database
When we need tech support who do we contact?

We want our clients and their staff to be comfortable using the system, so the first 90 days you have phone support, as well as online chat and online issue tracking support (similar to email support). Thereafter, if an issue requires our immediate attention, pick up the phone for help. Otherwise, online chat is great for how-to-questions, and online issue tracking is great for issues that require an explanation and tech intervention, such as fixing user error or changing reports or business rules.

How does CANVAS online issue tracking work?

If an support issue requires an explanation to identify the problem, you can create a support ticket in the issue tracking system in CANVAS. Whenever a support ticket is created, it is reviewed by a support specialist within 15-30 minutes and updated with a current status. You will receive a pop-up whenever the issue is updated with a question or resolution, and you can add comments when necessary.

Communicate with Other Software

Will my in-person and online transactions populate into my Accounting System?

CANVAS integrates with Quickbooks (QB) DeskTop and QB Online. Your bookkeeper stays on top of daily, weekly transactions in two steps. You can populate the several QB general ledger accounts for your classes, supplies, donations and ticketed events revenue.

What development software integrates with CANVAS?

We currently integrate with Bloomerang for Donor Development and Tableau Data Visualization for great dashboards on everything else.

If I wanted to keep my CRM software, which ones integrate with CANVAS?

CANVAS has its own CRM features for sending emails and letters. From using customizable templates to automatically generated emails and letters. We currently integrated with Constant Contact and MailChimp. But, go ahead and ask us if there is another software package you want to use with CANVAS.

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Streamlined Virtual Operations

Robust Class Scheduling and Registration

Account Management for Individuals and Households

Membership Discounting or Point of Sale

Sales Analytics and Dashboards in real-time

Web Integration

Customers process registrations and memberships through your website

Add your styling and brand on each web page

Collect customer analytics right from your website in real-time