Active Student Spreadsheet – PIF (Google Link – Boot Camp Migration)
Follow Agenda Master Migration Google Drive Link #
You’ll get a Google Link with a migration spreadsheet, personalized for your studio, emailed to you. It’s been designed especially for you, complete with YOUR studio’s system Packages and Staff members (available in a drop down in the appropriate columns).
Migration Spreadsheet (continued) #
Enter your Active Student body (From your Studio Inventory Report or Active/Inactive Student List). Make sure anyone who has a lesson booked, is added to this list. #
Enter the student’s personal info:
Student 1’s First Name, Last Name, Email Address and Cell Phone #
**If any two different accounts use the same email, please edit/delete one of them so both accounts will create. (i.e. Mr. and Mrs. takes lessons on one account and Mr. and Daughter takes lessons on another. If you use Mr.’s email on both, one account will overwrite the other.)
If Applicable, enter their partner’s info:
Student 2’s First Name, Last Name, Email Address and Cell Phone #
Optional: Address, City, State and Zip
(Now move to the next part of the spreadsheet)
Continue entering the student’s Enrollment History #
Inquiry Date: (used to keep the history of the student and it will be the date of their “History” Enrollment)
Package: (We will use one of system Packages for the first part of this migration. Choose “History” from the dropdown in this field.)
IF PAID IN FULL (NO BALANCE DUE):
Total Lessons Enrolled: This is a cumulative count of ALL lessons enrolled (including the Intro, PRI1, PRI2, PRI3, PRI4, PCMP, CMP, Etc.)
Total Lesson Taken: All lessons taken by the student and charged to the account
Total Lessons Available: (NOT REMAINING) The spreadsheet will Autofill the available lessons.
*If it does not, simply copy the Total Lessons Enrolled # from Column O. The system will use these lessons to “book and post” all lessons taken and give us a remaining and paid ahead #.
Student has enrolled on 150 lessons, Taken 100 and has 50 Remaining/Unused with a Balance due of $0.
Column O = 150, Column P = 100, Column Q = 150 (Q = O)
**This will give your student Lessons paid ahead on their account. There’s nothing more to do.
Balance Due: Enter the current Balance Due FOR LESSONS on the student account. If they are PIF please put $0.
***Current Lesson Rate:* I would add the MOST CURRENT lesson rate the student is on from their MOST CURRENT Enrollment, to the NOTES section for your own reference.
Executive: Use the dropdown to choose the Executive (used for enrollments)
Instructor: Use the dropdown to choose the Instructor (used for enrollments)
Instructor 2 (optional): If you choose a second teacher, the Enrollment credit will be split 50/50
Notes (optional): This section can be copied and pasted from your system directly into the spreadsheet and will end up on your student account. Feel free to copy and paste and pertinent information you may want to have in Agenda Master.
The file will automatically update to the Google Drive when you close it. #
Our Migration Specialists will work side by side with you and highlight any accounts that are completed and uploaded while you’re filling out your Active Student Body. Please make sure to have the file completed and submitted BEFORE you show up to class (and not the night before). Our Franchisee Liaisons will help you stay on top of the process.
