Reception
Each guide is one task, written with the real names of the buttons you will press.
- Your desk at a glance: what to look at first each dayThe reception home screen: payments due, quick actions, lessons with no roll call, new enquiries and recent registrations, and what each block asks of you.
- Register a new student and their parentUse Quick Registration on the home screen to create a student, an optional parent account and sign-in links, and to enrol the student in a group at once.
- Enrol a student in a group and set their feeAdd a registered student to a group, give them a monthly fee of their own, and add a percentage discount with its reason.
- Take a payment and give the receiptRecord a student's payment from Payments due, choose how many months it covers and how it was paid, then open the receipt to print or save as PDF.
- Correct a wrong payment: edit it or void itFix the method, amount or payer of a recorded payment, or void one that was entered twice or for the wrong student. Nothing is deleted.
- See who owes money and ask for payment while they are hereUse Debtors arriving today on the home screen to catch late payments at the door, then open Subscriptions to see every debt, who owes how much and how late.
- Write down an enquiry and move it along the stagesAdd a new lead when someone asks about a course, move its card from stage to stage on the board, and find it again by name or phone.
- Turn an enquiry into a student and enrol them in a groupCreate the student account from a lead's card, hand over the sign-in link, enrol the student in a group and mark the lead as enrolled.
- Message a parent, or send one message to many peopleStart a private conversation with a parent, or send one announcement to several parents at once from Messages. What a broadcast does and why to check it first.
- Frequently asked questions