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How To Articles
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- 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
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How To Videos
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- 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
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Getting Started
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FAQs / Best Practices
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- 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
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2023 Finances Uplift
After a prospect starts a trial membership, they are automatically assigned an ID number. This allows the prospect to log their attendance by using their ID number on the Student Check-In screen.
First Steps
Make sure you set up an employee account for running the Student Check-In screen. You may also want to create a shortcut to the Student Check-In screen. To gather the prospects using the trial memberships, create a trial membership sign up form. You can also consider checking out creating a Lead Capture Form and creating a Landing Page with the updated BizBuilder.
Click the following link to find out how to access the Student Check-In screen so that students and prospects using a trial membership can check in.
To see attendances from your Trial Memberships:
Click Quick Links in the left panel, click Trial Memberships, and then click Trial Attendances Log.
The page shows all trial attendances, including:
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- The prospect’s name
- The trial’s terms
- Attendance date and time
To find a list of your prospects on a Trial Membership (current and expired):
Click Quick Links in the left panel, click Trial Memberships, and then click Trial Memberships.
The page displays all of the Trial Memberships and includes:
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- The start and end dates of the Trial Membership
- The current attendance count
- The attendance limit for the trial period
- The trial membership status (Current or Expired)
Remember: If you convert a prospect on a trial membership into a student, the trial attendances aren’t automatically converted to regular attendances. If you want to keep those attendances (for example, so any trial attendances will count toward the new student’s testing requirements), you will need to manually add the attendances to the converted student. Click the following link to find out how to add attendances.