AMI Documentation

Docs
Glossary

Packages

3

Create a New Package
Package Explanations
Types of Packages

Enrollments

3

Adding Available Lessons and Payments Due to Active Students
Create a Student Account
Creating An Enrollment

Payments

4

Editing a Payment (Through Dashboard)
Editing Payment (Payments List)
Entering a Payment
Splitting Payments on Multiple Enrollments

Inquiries

4

Add a Partner (to current account)
Adding an Inquiry
Adding Return to Active Students
Create a Student Account

Scheduling 1

3

Schedule a Lesson
🆕Create Standing Appointment/Recurring Lessons
🆕Editing a Standing Series

Scheduling 2

4

Schedule a Group/Party
Schedule a Non-Unit Lesson (Coaching)
Schedule a Service
Staff Schedule Management

Posting Lessons

3

Posting Groups/Parties
Posting Lessons
Updating Service Status

Reporting

3

AMI Weekly Reports
Miscellaneous Service Report
Reports Directory

🆕Video Walkthroughs

6

Drops & Refunds
Enrollments/Payments
Error Messages
Reporting
Scheduling/Booking/Posting
Set Up

Post Boot Camp

3

Enable Lesson Reminder Emails
Enable Text Lesson Reminders
Post Onboarding Data Request

FAQ’s

3

Frequently Asked Questions
How to Add Return to Active Students
🆕Configure Staff Roles/Permissions in Agenda Master

Getting Started

5

Configuring Appointment Colors
Demo Video
Migration Prep – Paid In Full
Migration Prep – Remaining Lessons and Balance Due
Studio Information

Drops and Refund

3

Drop an Enrollment (Lessons only)
Process Drop (Lessons) AND Refund ($)
Process Refunds ($ Only)

Home
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Agenda Master
Getting Started
Demo Video

Demo Video

Table Of Contents

Agenda Master demo video

Agenda Master demo video #

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