How Can We Help?
-
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: Billing Settings
- Video: How to Refund a Transaction
-
*Getting Started*
-
Community
-
FAQs / Best Practices
-
- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Payment Reasons
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How to Create a QR Code for a Landing Page
- 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
-
Webinar Recordings
Appointments and tasks help you and your staff organize your schedule.
Click the following link to watch the video that shows how to create a new appointment or task.
To set an appointment or task for a prospect:
1. In the left panel, click Profiles and then click Prospects.
2. Scroll down the Prospects List or click in the search field and start typing the prospect’s name to find the prospect you wish to update.
3. In the Prospects List, if the prospect does not already have an appointment or task scheduled, you will see links Schedule Appointment + and Schedule Task +. Click the appropriate link to schedule an appointment or task. If you used the search field and went to the Prospect Profile, click Appointments & Tasks in the left column to expand that section, and then click the Add New+ button.
4. A pop-up window enables you to type a Title, set the Date, set the time (start time and end time for an appointment), assign it to an employee, select an Appointment Reason or Task Category, and enter any notes in Description. Click the Submit button to save the appointment or task.
- An email notification will be sent to the prospect as soon as an appointment is scheduled.
- The prospect will have the ability to confirm or decline the appointment immediately from the email.
- The scheduled appointment or task date and time will appear on the prospect.
- To view only prospects with scheduled appointments, click Appointments at the top of the Prospects screen.
- On the right side of the screen, the day’s appointments and tasks are displayed under the calendar.