-
How To Articles
-
-
-
-
-
-
-
-
- How to Use the Student Check-in Screen
- How to Create a Student Check-in Screen Shortcut (Chrome)
- How to Use Mass Check-In
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
-
-
-
-
-
-
How To Videos
-
- Video: Intro Billing Training
- Video: How to Set Up the Inventory
- Video: The Payments Dashboard
- Video: The Billing Dashboard
- Video: Vault Invite
- Video: Adding a Vault Item
- Video: Creating an Invoice
- Video: Invoicing Dashboard
- Video: Invoice Details
- Video: How to Refund a Transaction
- Video: Switch from Classic Billing to New Finances Orientation
-
Getting Started
-
FAQs / Best Practices
-
- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Delete a Program or Rank with Students Attached
- Tip: Use Programs to Track Employee Time
- Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
-
2023 Finances Uplift
You can promote one or many students to their next belt rank using the Promotions page. (Note: If you recently had a belt testing event, see the article on promoting students from the Events page.)
To promote one or multiple students by program:
1. Click Quick Links in the left panel, click Students, and then click Promotions. The Promotions page shows past promotions.
2. Click the Eligible to Test link.
3. Click the name of the program that has the student(s) you wish to promote.
4. Click the Promote link beside each student that received a promotion.
To promote multiple students at one time:
1. Click Quick Links in the left panel, click Students, and then click Promotions.
2. Click the Promotions link.
3. Click the New Promotions link.
4. Click the program name link.
5. (Optional) Make sure the Promotion Date is correct; to change it, click the calendar icon and then click the date the promotion took place.
6. (Optional) If desired, add a judge by typing the judge’s Name, Instructor ID, and Rank in the provided fields. If needed, click the Add Another link to add more judges. The list of students in that program shows the students’ Current Rank and the Next Rank (their new rank).
7. Click the check box next to the student’s name to select that student for promotion. (If you need to promote most or all of the students in the program, click the Select All link to check all the check boxes. You can then click the checked boxes to deselect any students who will not be promoted.)
8. Scroll down and click the Promote Students button. The new promotions appear on the Promotions page.