Icons & Statuses

Every coloured chip, icon and bar in AnchorPoint is listed here, grouped by where you'll run into it. If something on screen isn't obvious, search this page for the label next to it.

The marks below are the real ones from the application, rendered at the same size and colour you see in the product.

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How to read a colour

AnchorPoint uses the same six colours everywhere. Once you know them, most chips explain themselves.

Colour	Meaning
Green	Healthy, active, done. Nothing needed from you.
Orange / yellow	Needs attention, partially done, or approaching a limit.
Red	Stopped, failed, cancelled, or expired.
Grey	Inactive, finished, or nothing recorded yet. Not an error.
Blue	In progress, or public.
Outlined (no fill)	Recorded by hand rather than processed automatically.

note

These are the application's colours, shown here exactly as they appear on screen. They stay the same whether you're reading this help site in light or dark mode.

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Sidebar

The icons down the left of every page.

Mark	Menu item	What it means	What to do
	Dashboard	Your landing page. What you see depends on your role.
	Classes	Scheduled classes, split into In-Person, Online and Virtual tabs.
	Tests	Opens the legacy AnchorPoint system.	Documented separately.
	Deferrals	Students waiting to be re-registered.
	Students	Student records.
	Courses	The training you offer.
	Locations	Sites and classrooms.
	Instructors	Who teaches, and what they're approved for.
	Users	Accounts and roles.
	Coupons	Promotional discounts.
	Gift Certificates	Issued certificates and their balances.
	Exports	The Export Center.
	Organization	Organization Settings.	Super Admins only — see below.
	Account	Your own profile and password.
	Back to website	Your organization's public site.

Two things the sidebar doesn't tell you

Organization only appears for Super Admins. If you're an Admin you'll see the Administrator section but no Settings group beneath it — that's by design, not a fault.

Payments has no menu item of its own. You reach payments from a registration, or from the Payments tab on a student's record. See Payments.

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Classes and courses

Delivery type

Every class and course carries a type chip. The same three types drive the tabs on the Classes page.

Mark	Where you'll see it	What it means	What to do
In-Person	Classes list, class header, course rows	Taught in a room at a location. Has dates, a room, and a seat capacity.
Online	Same	Self-paced online coursework. No dates, no room, usually no seat limit.
Virtual / Zoom	Same	Taught live, remotely, at a scheduled time.

One type, three names

The Classes tab calls it Virtual, the chip reads Virtual / Zoom, and the Course Type filter on the Courses page still says Blended. They are all the same thing. See the Glossary.

Visibility and state

Mark	Where you'll see it	What it means	What to do
Public	Class header, course rows	Both the class and its course are public, so students can find and register for it themselves.
Private	Same	Hidden from the public register page. Admins enrol students manually.	If a class should be bookable online, check the course is public too — a private course keeps its classes private.
Cancelled	Class header and lists	The class was cancelled. Its name is struck through in the list.
Archived	Courses, locations, instructors	Retired from use. It won't appear when scheduling new classes, but its history is intact.
	Capacity column, online classes	No seat limit — the class can't fill up.

Capacity bar

The Capacity column shows seats taken against the total, with a bar that changes colour as it fills.

Fill	Colour	Meaning
Under 70%	Green	Filling normally.
70% to under 100%	Yellow	Nearly full.
100% or over	Red	Full. No more students can be added.

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Registrations

This is the densest part of the application, and the one most worth knowing by heart.

Result

Mark	Where you'll see it	What it means	What to do
Pass	Class roster, student class history	The student passed.	Hover the chip to see the date they passed.
Fail	Same	The student failed. No certificate is issued.
No Result	Same	Nothing recorded yet. Normal before a class finishes.
No Show	Class roster, student class history	The student registered but didn't attend.	Different from a fail — see the Glossary. Doesn't apply to online registrations.

Registration status

Mark	Where you'll see it	What it means	What to do
Active	Status filters and columns	A normal enrolment.
Deferred	Same	The student stepped out and is on the waiting list. Their payments are held as credit.	Re-register them from Deferrals once a suitable class exists.
Cancelled	Same	The enrolment was cancelled.

Certificates

Mark	Where you'll see it	What it means	What to do
Unlocked	Roster, Certificates tab	Released. The student can download it from their portal.
Locked	Same	Generated, but not yet released to the student.	Unlock it when you're ready for them to have it.
No Certificate	Same	None generated — usually because the student hasn't passed, or the course has no certificate template.
	Certificate column	A physical certificate was mailed.	Hover for the date it went out.

Money and notes on a row

Mark	Where you'll see it	What it means	What to do
	Registration and deferral rows	The student has paid more than they owe. Hovering reads “Has excess funds paid”.	Not an error. Refund the excess, or apply it to another class.
	Notes column	Someone has left an admin note on this registration. A dash means there is none.

The status you'll question most

In My Classes and the student-facing views, one chip summarises the whole registration. It is worked out in a fixed order, and the first match wins:

1. Cancelled →
   Cancelled
2. Deferred →
   Deferred
3. Any balance owing →
   Balance Due
4. Passed →
   Passed
5. Failed →
   Failed
6. Otherwise →
   Confirmed

Why a student who passed shows "Balance Due"

Because the balance check comes before the result check. A student who passed the course but still owes money shows Balance Due, not Passed. The result is recorded correctly — take the payment and the chip flips to Passed.

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Reminder delivery

The reminder column on a class roster shows two icons per student — email and text — coloured by how delivery went. Hover either for the exact wording.

Mark	Icon and colour	What it means	What to do
	Green	Delivered. Tooltip: “Email: Delivered”.
	Yellow	Bounced. Tooltip: “Email: Bounced”.	Check the address on the student's record.
	Red	Undeliverable. Tooltip: “Email: Undeliverable”.	The address is bad. Get a new one from the student.
	Faded grey	Notifications have been disabled for this channel after repeated failures.	Update the student's details to resume reminders.
	Plain grey	Not sent yet. The reminder is still scheduled.
	Faded grey	“Text: No phone is on file” — there is no mobile number to send to.	Add a cell number to the student's record.

tip

A whole column of faded icons before a class usually means reminders were never switched on for it, not that delivery failed. Check Reminder Settings on the class page.

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Payments

Payment status

Mark	Where you'll see it	What it means	What to do
Paid	Payment history rows	Processed through the payment processor and settled.
Refunded	Same	Fully refunded. The original amount is shown struck through.
Partially refunded	Same	Part of the payment was returned.	Expand the row to see each refund.
Recorded	Same	Entered by hand — cash, check, or an external transaction. No processor was involved.	Only hand-recorded payments can be edited or deleted. Card charges must be refunded instead.

How the money came in

The icon at the start of a payment row tells you the tender at a glance.

Mark	Tender	What it means	What to do
	Card	Charged to a card through Stripe.
	Cash	Cash, recorded by hand.
	Check	Check, recorded by hand. The reference number shows as a “Ref:” chip.
	ACH	Bank transfer.
	Gift certificate	Redeemed against a gift certificate.
	External / Other	Taken outside AnchorPoint and recorded here for completeness.

Other marks on a payment row

Mark	Where you'll see it	What it means	What to do
Surcharge waived	Payment row (admins only)	An admin chose not to apply the card surcharge to this payment.
Default	Saved cards	The card charged by default for this account.
Surcharge	Saved cards	This card will attract the card surcharge. Debit and prepaid cards never do.
	Payment row	An admin left a note on this payment.	Hover or expand to read it.
Struck-through amount	Payment row	The payment was fully refunded.	Different from a struck-through name on a roster, which means cancelled or deferred.

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Coupons and gift certificates

Mark	Where you'll see it	What it means	What to do
Active	Coupons, gift certificates, deferrals, API tokens	In force and usable right now.
Scheduled	Coupons	Created, but its start date hasn't arrived. Not yet redeemable.
Limit Reached	Coupons	Every permitted redemption has been used.	Raise the limit, or create a replacement coupon.
Expired	Coupons, API tokens	Past its end date.
Deactivated	Coupons	Switched off by an admin. History is kept.	Reversible — switch it back on any time.
Partially Redeemed	Gift certificates	Some of the value has been spent; there is a balance left.
Fully Redeemed	Gift certificates	Spent in full. Nothing remaining.
Voided	Gift certificates	Cancelled by an admin. Any remaining balance is gone for good.	Cannot be undone.

The usage bar reads two different ways

Both pages show a coloured bar, but they measure opposite things — this catches people out.

Bar	Green	Yellow	Red
Coupon redemptions (and class capacity) — filling towards a cap	Under 70% used	70–99% used	100% used, none left
Gift certificate balance — a fund draining down	Over 50% remaining	20–50% remaining	Under 20% remaining

caution

On a coupon, a red bar means it's exhausted. On a gift certificate, a red bar means the money is nearly spent. Same bar, opposite direction.

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Deferrals

Mark	Where you'll see it	What it means	What to do
Active	Deferrals list	Waiting to be re-registered.	This is your working list.
Resolved	Same	The student has been re-registered into another class. Done.
Cancelled	Same	The deferral was cancelled.
Student Deferred	Deferrals list, student record	The student deferred themselves using the link in a reminder email, rather than an admin doing it for them.
Red bold date	Expected Return / Days Deferred	The deferral is overdue — the student has been waiting longer than expected.	Chase these first.
3 needs action	Deferrals card on a student record	How many of that student's deferrals are overdue.

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Exports

Mark	Where you'll see it	What it means	What to do
Queued	Export Center	Waiting to start.
Processing	Same	Being generated now.
Ready	Same	Finished.	Download it.
Failed	Same	The export didn't complete.	Use Retry on the row.
Expired	Same	The file has been cleaned up and is no longer downloadable.	Run the export again.
	Completed export row	The export finished, but with warnings.	Hover the icon to read them before trusting the file.

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People

Mark	Where you'll see it	What it means	What to do
Super Admin	Users list	Full access, including Organization Settings.
Admin	Same	Day-to-day operations. No access to Organization Settings.
Instructor	Same	Teaches assigned classes.
Student	Same	Uses the student portal.
Unverified	Users list	The account exists, but the person hasn't confirmed their email.	Use Send Verification Email from the row menu.
Active	Instructors, locations	In use.
Initials on a colour	Anywhere a person is listed	No profile photo has been uploaded, so initials stand in. The colour comes from the name and carries no meaning.

USCG approval

Approval badges appear on courses, locations, rooms and instructors.

Mark	Where you'll see it	What it means	What to do
	Course, location and instructor headers	USCG approved and currently valid.
	Same	Approval expires within 30 days.	Start the renewal now — an expired approval blocks scheduling.
	Same	Approval has expired.
USCG Approved	Rooms tab on a location	This room is approved for USCG courses.

Contact health

Mark	Where you'll see it	What it means	What to do
	Yellow banner on a student record	Both the student's email and cell phone are failing delivery. Reminders and statements are paused for them.	Get fresh contact details from the student and update the record.
Undeliverable · 3 bounces	Student Information card	That one channel is failing, with a count of how many times.

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Action menu icons

The three-dot menu on a row, and the buttons in a drawer, use a consistent set.

Mark	Menu item	What it means	What to do
	Manage / Edit	Open the record for editing.
	More Options	Open the full drawer of options for this row.
	View Student	Jump to the student's record.
	View Class	Jump to the class page.
	Pass Student	Record a pass.
	Fail Student	Record a fail.
	Mark As No-Show	Record that the student didn't attend.
	Transfer Class	Move the registration to another class, keeping its payments.
	Defer Registration	Move the student to the waiting list, holding payments as credit.
	Cancel Registration	Cancel this one enrolment.
	Cancel Class / Cancel Deferral	Cancel the whole class, or a deferral.
	Reinstate Class	Undo a class cancellation.
	Delete	Permanently remove the record.	Irreversible. Check Messages & Alerts first.
	Lock Certificate	Withhold the certificate from the student.
	Unlock Certificate	Release the certificate to the student.
	Regenerate / Rotate	Reissue a certificate, or rotate an API token secret.
	Resend Enrollment Email(s)	Send the enrolment email again.
	Resend / Download Statement	The payment record for a registration.
	Download Roster / Certificate	Download a file.
	Email Student(s) / Send Verification	Send an email.
	Archive	Retire the record from use, keeping its history.
	Unarchive	Bring it back into use.
	Deactivate / Void / Revoke	Switch something off. Usually reversible — voiding a gift certificate is not.
	Activate / Reactivate	Switch it back on.
	Duplicate / Copy	Copy a coupon as a starting point, or copy a code to the clipboard.
	Update Password	Set a new password for this user.
	Add Admin Role	Grant admin rights.	Super Admins only.
	Remove Admin Role	Revoke admin rights. You can't remove your own.
	Reminder Settings	Configure automatic class reminders.
	Set as Default	Make this the default saved card.

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Rows, colours and strikethrough

Formatting carries meaning too, and the same formatting can mean different things in different tables.

What you see	Where	What it means
Greyed-out row, cursor blocked	Any table with checkboxes	The row can't be selected. On student registration tables this specifically means there's no balance owing, so it can't be included in a bulk payment.
Struck-through name or dates	Class rosters, student class history, class lists	The registration is cancelled or deferred, or the class itself was cancelled.
Struck-through amount	Payment history	The payment was fully refunded.
Red bold text	Deferral tables	The expected return date has passed — the deferral is overdue.
Red or green balance	Student tests and balances	Red means money is owed; green means paid in full.

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Tooltips worth hovering

Several icons hide their full explanation behind a hover.

Hover this	And it says
The amber warning triangle on a registration	"Has excess funds paid"
A green Pass chip	"Passed on date"
The forward-to-inbox icon on a certificate	"Mailed on date"
Either reminder icon	"Email: Delivered", "Text: No phone is on file", and so on
Last Used on an API token	The exact timestamp, or "This token has never authenticated a request."
A greyed-out Reactivate on an API token	"This token has expired. Extend its expiration date before reactivating it."
A disabled Add Student button	"Unavailable for canceled classes" or "Class capacity is full"
The info icon on a finished export	The warnings raised while generating the file

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Related

• Messages & Alerts — what the application is telling you, and what to do about it
• Glossary — terms that appear in more than one form