Click on Students… #

Click on Student List #

Open the Filter bar and Search for the Student #

Click on Phoebe Buffay (190629) #

Click the icon to visit Phoebe’s Dashboard #

View Phoebe’s TAKEN and PAID totals #

Phoebe has 15 more lessons remaining. She is paid ahead 5 lessons. She has a remaining balance due of $1500 on the other 10 #

Now we want to Add an Enrollment for the Total Lessons Remaining and Balance Due to the student’s account

Scroll down to “Lesson Enrollments” #

Click on Add Enrollment #

You can see the “History” Enrollment we put in for her 10 Taken/Paid lessons. Now we want to create a second Enrollment which will show Remaining and Balances Due.

Enter the “New” Enrollment #

A pop-up will appear allowing you to enter an Enrollment for the remaining lessons and balance. In this instance Phoebe has 15 more lessons remaining. 5 are paid ahead and available. She has a balance due of $1500 on the other 10.

Change the date to match either the last Enrollment, or students inquiry date. #

Click on the checkmark #

Click on Category #

Choose “History” #

This will keep the Enrollment from being reported on this weeks reports.

Choose the Package you want to use #

Start typing the name of the Package you want to use, the system uses predictive text to find what you’re looking for. You MUST choose a package from the dropdown. In this instance you will ALWAYS select the HISTORY package.

Enter the Unit Rate/Lesson Price the student is CURRENTLY on #

Enter the total number of lessons the Student CURRENTLY has remaining. #

If you would like to add the payment schedule at a later time #

Select “Pay in Full” and jump forward to Step 27

If you would like to add the payment schedule now #

Create a payment schedule. Click the Installments button and move on to the next slide

Scroll down and Choose the Type of Installment #

The students can pay:

Weekly (Payments due on a specific day of the week)

Monthly (Payments are due on a specific DATE of the month)

By The Lesson (Payments are due every 4, 6 8, 10, etc. lessons) – Try to make math your friend

Monthly: How many Payments are they making #

What date are they starting their Payments? #

Click on done #

Click on Generate Payment Plan #

Payment amounts and Monthly Payment dates will automatically be created #

You can edit the amounts and dates if needed.

When finished click on Next #

The Digital Enrollment will Pop Up #

Scroll down, Mark the TOS box and “sign” the Enrollment – Then Click Save and Pay #

We’re positive that you already have a signed Enrollment in your studio. The “X” shows us that this is the case and you can produce it if necessary.

If the student is currently NOT paid ahead (balance due = amount of lessons remaining) Save and Add: Finishes the Enrollment process and puts the lessons on the student account

If the student is currently paid ahead ANY amount select Save and Pay: Takes you to the Payment screen

Edit the Payment Date if you’d like to #

Enter the Paid ahead amount #

Phoebe has 5 lessons paid ahead. Her lesson rate is $150. 150×5 = $750.

Select Exempt Adjustment #

This Payment Type will be used for the History Enrollment, so the receipt doesn’t show with a Royalty Fee Due. The money was collected and reported through your other system.

Click on Save Payment #

Close out the Receipt #

In the future this receipt can be printed for the student, emailed to them or simply closed. Today just close

The pop up will close and the dashboard will update. #

See the lessons available and the payment now show on the Enrollment line.

Account updated – View and Verify #

Double check that this account (lessons and balance due) matches your other programs account. We want a seamless transition with no hiccups.

Click on Close when you’re finished. #