How Can We Help?
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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
The Prospects List includes a calendar along the right side of the screen. (To view the Prospects List, click Profiles and then click Prospects on the left panel.)
From the calendar, you can:
- See the tasks and appointments set for today.
- Click a day on the calendar to see tasks and appointments for that date.
- Click the arrows beside the month and year to move the calendar to the previous or next month.
Tasks and appointments are color coded by the prospect’s status:
- Purple: Prospects on a trial membership
- Blue: Prospects with an appointment scheduled
- Green: Prospects in lead status
- Gray: Prospects in archived status
Further, the calendar helps you know at a glance whether the item is a task or appointment:
- Tasks appear as an open circle; the color of the ring will be based on the prospect’s status, as described in the preceding list.
- Appointments appear as a solid circle (again, the color is based on the status).