Including the Payment Process
Make sure to already have a Student Account created
Click Add Enrollment from the top menu bar Or, Click Enrollment from the student pop up. #
Add Enrollment from the Top Menu will give you a blank slate. You’ll need to fill in the student info.
Adding an Enrollment from the student Pop Up will prefill with the Student info and Today’s date.
From the Student Pop up, Click Enrollment #
Click on Category #
Choose the type of Category your Enrollment will be #
DE = First FREE Lesson
Pre Original = First Discounted Lesson
Original = Foundation/Starter Program
Extension = First Bronze Program
Renewal = Continuous Enrollments past the EXT
Miscellaneous = Non Lesson Events
Non-Unit = Coaching Lessons/Master Classes
Sundry = Non Lesson Items Sold
Click Package and Start typing a Package Name #
You MUST Choose a package name from the dropdown. Agenda Master uses “predictive text” to help sort through your package list.
If you don’t see it listed, you probably haven’t created the package yet. Exit the Enrollment form and Add the Package.
Enter/edit the number of Units you are selling #
This can be set up to auto fill when adding the Packages.
Select Pay In Full or Installment Payments #
Or, Continue down for the installment payment instructions
If PIF – Click Next to go to the Enrollment form #
Or, Continue down for the installment payment instructions
Select Installments and Choose HOW the student will pay #
Weekly: Payment Due every Monday
Monthly: Payment Due on the 1st, 15th, 23rd, etc of every Month
By The Lesson: Payment due every 1, 4, 8, 10, 20, etc Lessons
If by the lesson, put in the frequency of Payments #
This student will pay every 5 lessons
Open the Calendar and set the first Payment Date #
Typically it’s today
Click on Generate Payment Plan #
Payments will show $750 due every 5 lessons, starting today #
These payment lines are editable. But you shouldn’t need to if you know division. if it’s an even number, keep the lessons split by even numbers. If odd, stay odd. If there is any remaining amounts, they will be added to the end of the payment schedule.
Verify that the correct Executive and Instructor are pre filled. Edit as needed #
Choose the Executive and Instructor who is getting credit for the Sale.
Instructor credit can be split with as many instructors as desired. (Hit Add Instructor Percentage and split percentages as you wish). Enrollment won’t save if the instructor percentages don’t total 100%. Click Next to move to review the Enrollment with the student.
**If the Executive and Instructor are NOT prefilling or are wrong, go to the students Inquiry Information and edit the info.
Review the Enrollment, Units, Payment Arrangements and Terms and Condition with your student. Scroll down to the Signature portion of the Enrollment. #
SINGATURE REQUIRED!! You can use a touch screen or computer mouse. #
Check the Terms of Service Box and have the Student Sign the Enrollment (REQUIRED)
A physical signature from the student is REQUIRED to move forward. Once signed by the Studio and the Student, you can Save and Add (Payment coming in the future) or Save and Pay (you’ll be redirected to the payment screen.)
Click Save and Pay #
Use “Save and Add” if the student is NOT paying today. The Enrollment will be added to the student account and you can follow up with a payment on their next visit.
Use “Save and Pay” to automatically go to the payment pop up.
Fill in the amount of the Payment being made #
The Receipt is pre-filled with the Enrollment date, Student name and Enrollment. You need to fill in the amount being paid today and the payment type.
Choose the Pyment Type and Click Save Payment #
An option to view the receipt will Pop Up #
You can print it, email it to the student or simply close #
Click on close to exit #
