This will walk you through how to add any return to active students from your old system into Agenda Master.
Click on your username #
Click on Configuration #
Click on Simple Import on the lefthand side #
Click on Spreadsheet #
Click on Download Template #
Open & Complete Spreadsheet #
Fill out the spreadsheet with your student’s information. Follow these directions to fill out the spreadsheet correctly:
Directions for accounts Paid in Full
Directions for accounts with ANY tuition balance remaining
SAVE completed spreadsheet to your computer.
Click on Select File #
Select your completed and saved spreadsheet from file menu #
Click on Upload Spreadsheet #
Results will populate below #
You will see all of the student(s) accounts created from the import listed below the results.
Accounts Paid in Full are ready to go.
Accounts with a remaining balance, see the next step.
Add remaining Lessons & Payments to accounts with any balance. #
Follow these directions (just like we did in bootcamp!) to add the remaining lessons and balance due.