Rinnovi automatici per i corsi a canone mensile/orario o lezione

Il rinnovo automatico da parte del sistema si può utilizzare in caso di pacchetti di lezioni/ore oppure in caso di corsi a canone mensile rinnovabile (cliccare qui per leggere l’articolo relativo alle tipologie di canone dei corsi).
Se abilitato, semplicemente il sistema quando scade la mensilità o quando si esaurisce il proprio pacchetto di lezioni/ore, anziché portare il credito in negativo, creerà automaticamente un ordine di rinnovo con stato da saldare (visualizzabile da Gestione finanziaria → Gestione degli ordini), uguale a quello di iscrizione, riportando quindi il credito (gettoni rimanenti) dello studente in positivo, per tutti coloro che hanno il rinnovo automatico abilitato.

PLEASE NOTE: In making the automatic renewal, the system will create an order of the same amount as the previous one, both in the case of enrollment order and renewal order (so if you had made a 2-month enrollment, the system would automatically renew the 2-month package). So in case, for example, you want to switch from a single month to a 2-month package or vice versa, you will need to do the manual renewal before the system will issue the automatic one, choosing the desired renewal formula. Once you have done the manual renewal and then returned the credit to 0, the system will not do the automatic renewal.

Per attivare il rinnovo automatico affinché sia abilitato di default per tutte le nuove iscrizioni, navigare su Configurazione → Impostazioni → Impostazioni relative agli ordini → “Rinnovi automatici*”:

A questo punto sarà possibile valorizzare le seguenti opzioni:

• Enable automatic renewal on new orders: By entering this flag, all upcoming enrollments, for group or individual courses with a monthly fee or a package of hours/lessons will be automatically enabled for automatic renewal
• Insend an email to the secretariat for each renewal: by entering this flag, the system will automatically send an email to the secretariat, for each renewal occurred
• Send an email to the student/guardian for each renewal: by entering this flag, the system will automatically send a notification email to the student and/or guardian upon renewal
• Due date of renewal orders: the payment due date of the renewal order, which will be generated by the system automatically with status To be paid. It is possible to choose between:
  • Expiration on the same day as issuance: If you choose this option, the expiration date of the enrollment renewal (i.e., renewal of the month or tuition package) coincides with the date of automatic issuance of the renewal order by the system
  • Expiration after one month after issuance: The expiration date of enrollment renewal (i.e., renewal of the month or package of classes) is one month after the date of automatic issuance of the renewal order by the system
  • Expiration at the theoretical end of the package: By choosing this option, the expiration date of the membership renewal (thus renewal of the month or package of classes) is the theoretical end of the package, according to the class schedule of the course, based on the length of classes and weekly frequency (e.g., a 4-hour package for a course with twice-weekly attendance and 30-minute classes, the package will have a theoretical duration of 4 weeks)

N.B. il sistema genera automaticamente l’ordine di rinnovo dell’iscrizione al corso, solo successivamente all’inserimento della presenza della prima lezione del nuovo mese (in caso di canone mensile rinnovabile) o della prima lezione del nuovo pacchetto (in caso di corso a costo a lezione od orario)

IMPORTANTE: Nel caso in cui siano già state inserite iscrizioni a corsi a canone mensile o a pacchetto rinnovabile, si dovrà procedere all’abilitazione del rinnovo automatico in modo manuale, sulle singole iscrizioni. L’attivazione del rinnovo automatico dalle impostazioni relative ai corsi, infatti, non avrà effetto retroattivo sulle iscrizioni già in essere, ma solamente sulle nuove iscrizioni.

Abilitazione manuale del rinnovo automatico per uno Studente

Per abilitare manualmente il rinnovo automatico di un’iscrizione, disabilitarlo, oppure semplicemente controllare se per uno studente sia attivo o meno, navigare su Gestione finanziaria → Gestione rinnovi e cliccare il bottone in alto a destra “Rinnovi automatici“:

From this screen it will be possible to get an overview of all students enrolled in courses with a monthly fee or renewable package, for each of which is shown:

• Enrolled: the name of the student enrolled
• Course: the name of the course in which the student is enrolled
• Remaining tokens: the student's remaining credit. In the case of monthly tokens, if the credit is 0, it means that the enrollment has been renewed for the current month; however, if it is 1, for example, it means that the enrollment has also been renewed for the following month. In case of enrollment by package of hours or lessons, the system will instead show how many lessons or how many hours of lessons are left.
  It will not be possible to manually activate automatic renewal for a student who has negative remaining credit, it will necessarily have to be greater equal to 0. In case a student has negative credit (e.g. -1) it will first be necessary to manually renew the enrollment to bring the credit back to 0, and then it will be possible to enable automatic renewal.
• Automatic Renewals: Flagging the following checkbox will enable or disable automatic renewal for the individual membership

N.B . A student's remaining credit or remaining tokens, comes from the renewal order of the monthly or tuition package and NOT from the actual payment for that renewal. Therefore, a student's virtual credit related to their course will update as a result of their renewal order, regardless of whether that renewal is paid or yet to be paid.

From both Order Management and Renewal Management, you will be able to tell at a glance which students are enabled for automatic renewal, as they will be marked by the lightning bolt symbol.

Con il rinnovo automatico non esisterà più credito negativo per gli studenti perché, a seguito dell’inserimento della presenza della prima lezione del nuovo mese, il sistema generando automaticamente l’ordine di rinnovo, riporterà il credito dello studente da -1 a 0.

Clicca qui per la guida sul rinnovo massivo dei pacchetti mensili/lezioni o ad ore.