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During the registration phase of a payment (when placing an Enrollment order, or a payment for an order already placed) it will be possible to enter which Payment Method was used to make the installment payment due, these Methods can be Created, Deleted or Modified. Navigate to Administration → . . . Continue Reading...
In order to renew a Student's package navigate to Financial Management → Renewals Management: From the screen that opens you will see a list of Students that a package that has expired or is about to expire. Next to each row displayed will be two options, Buy New Package or Do Not Renew . . . Continue Reading...
Automatic renewal by the system can be used in the case of lecture/hour packages or in the case of courses with monthly renewable fees (click here to read the article on course fee types). If enabled, simply the system when the monthly fee expires or when it runs out . . . Continue reading...
Entering a commercial offer To enter a commercial offer into the system navigate to CRM & Marketing → Offers and click the "Enter new offer" button. As a first step, choose the type of customer to whom the offer will be addressed between private and business, by valorizing the corresponding checkbox. Now type in at least 3 letters of the user you . . . Continue reading...
In the case of the individual course, to change the student's enrollment date it will simply be necessary to change the start date of the course itself. Then navigate to Didactics → Individual Lessons and click the edit icon on the line of the course in question. At this point, edit the course start date . . . Continue reading...
Regardless of the start date of a course, a student's class attendance can be entered, only from his or her enrollment date in the course onward. To change a student's enrollment day for a group course, it is necessary to go to Didactics → Group Courses and click . . . Continue reading...
When enrolling a student in a course, it will be possible to add (or sell separately following course enrollment) instructional materials to the order by clicking the blue drop-down menu and selecting Goods and Services. After selecting the desired instructional materials, click the green "In Cart" button to . . . Continue reading...
Disenrollment from Transfers and Refunds To disenroll a student from a course, group or individual, navigate to Transfers and Refunds from the main menu: Enter the Name of the student and select the Course from which you intend to disenroll him/her: The student's financial status related to the selected course will then be shown, i.e. . . . Continue reading...
Especially in case you need to align the system with collective courses that have already started in the past, you can massively import student enrollments Navigate to Administration → Massive Actions and expand the second section Massive Import of Students. Click "Download blank template" to download . . . Continue reading...
In the case of both collective and individual, once a course has ended, deletion of enrollees from the course will occur automatically; it will not be necessary to disenroll them. Nor will it be necessary to remove the student's record from the history, which will remain on the system's database, but the student will be . . . Continue reading...