Individual Lessons #
Click on the desired Lesson #
Lessons that have passed turn RED. This means “Hey you need to do something with me”.
When you click the session, the Student Pop Up will appear over the Day View
Click on Post Lesson (orange button) #
This will Mark the lesson as Showed, Charge the lesson, and deduct the lesson from the available amount.
** Lessons booked in the FUTURE can NOT be posted/charged. The Post button will be grayed out to avoid accounting issues.
The POSTED Lesson will turn Gold #
This gives you a quick view that the lesson was posted AND charged to the student account. (See Will and Graces available lessons went from 5 to 4)
All-Day #
Go to the Day View and Click “Edit Status” #
Click on Update Lesson #
Check “Select All” or individually mark them #
Agenda Master will skip any lessons that have already been posted, or are marked as Cancelled, Rescheduled or No Show
Open the Status dropdown #
Click on Showed #
All Lessons start out as Pending when booked.
Showed: The student came to the lesson and it will be charged to their account
Rescheduled: The student moved their lesson and are not getting charged for this lesson
Cancelled: The student cancelled with plenty of notice and will not be charged for this lesson
Cancelled Too Late: Did NOT cancel within the 12/24 hour period and they’re being charged for this lesson
No Show, Charged: The student Did Not Show for this lesson and will be charged
No Show, Not Charged: The student Did Not Show but are NOT being charged for this lesson
Click on Update Lessons #
This will mark all lessons with the updated status and deduct one lesson from their account
Pop up will close and take you back to the Day View #
You’ll see all lessons turn Gold. This means you’re “Good as GOld” and all lessons were charged to the student account.
**Any lessons that aren’t able to be charged, will throw a specific error message and remain pending (red). (See walkthrough to fix the issue)
