QuickStart Guide. Rev iclasspro Inc. All Rights Reserved

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1 QuickStart Guide Creating a New Family Creating a New Student Creating a New Charge How to Create Group Charges Creating a New Payment or Credit Enrollment How to Create New Keywords Customizing Using Blaster Text & Voice Messages Discounts How to Setup Details Tab Tables & Special Discounts Table Shown in Global Tuition Charges Rev

2 Creating a New Family Family Page Note: Family information must be saved before you can edit Ledger or Autopay 3 Fill Out the New Family Details Tip: Clients can easily accept your policies through the customer portal. A standardized Waiver, Billing Authorization, Anniversary Fee, Makeup Policy, Drop Procedure, What to Wear, Arrival and Pick Policy are available free to iclasspro customers which you can alter and amend. 4

3 Creating a New Student Family Page Tip: You can use Custom Fields to record anything you wish to track, such as uniform sizes. 3 4 Fill Out the New Student Details Fill in each respective tab on each New Student 5

4 Creating a New Charge Family Page Note: Entering Title or Date are optional. By selecting enrollment below title and date will auto-fill. Tip: If you just have one line item you can simply click save and the line item will be added. Step 3 Choose your Line Item Type Step5 Click + Add Line Item to post line item to charge Note: You can create as many charges as needed without closing the New Charge window. For instance you can add an (A) Anniversary Fee or (B) Other fee to be included in this charge. 6 Step 4 Choose Enrollment, Charge Category, Enter the Amount for the Charge. If applicable select Discount and Charge Tax Tip: Click Split Save to save each line item as its own separate charge. A B

5 How to Create Group Charges From the Family Page 4 Step 2 Change View to include all of your matches Step 3 Select the families you wish to charge Step 1 Choose the desired filters Step 5 Fill in required fields indicating amount, charge dates, discount etc. Step 4 Click the dollar sign icon to display the New Charge window Note: Make sure to click + Add Line Item before you save your charges. Tip: When creating a single line item you can skip clicking (+ Add Line Item) and just click (Save). 6 Tip: Click Split Save to save each line item as its own separate charge.

6 Creating a New Payment or Credit Family Page Tip: Title and Date are auto-filled. You can change as needed. Step3 Select Payment Type, then enter Payment Amount and Reference / Check # Step 4 Check the box to apply payment to desired charge. Note: All payments not applied to a charge become an unapplied credit Tip: You can apply a credit by simply selecting your credit type and entering a credit amount. 5

7 Enrollment / How to Create New 3 Choose filters ( ) to narrow the class listing EXAMPLE: What you select under Program filters your class listings here Family Page Choose desired class from the class listing Note: Once a class has been selected a status box for that class will appear 5 Choose Type/Session EXAMPLE: 6 Choose Start/Drop Tip: Override Billing Schedule or Tuition if necessary. 7

8 7 Keywords / Customizing 1 From the Family Page Step 5 Enter new Keyword name 6 Check all that apply 7

9 8 Keywords / Using From the Family Page Tip: Click to select all Step 2 Change View to include all of your matches Step 3 Select the families you wish to mark with keywords Step 5 Select the keyword you want tied to your list Step 1 Select the desired filters Sample Keywords Step4 Select the Keywords icon to display the Keywords window 6

10 Blaster Tip: Click to select all From the Family Page 9 Step 2 Change View to include all of your matches Step 3 Select the families you wish to . Tip: You can use Variables to personalize your message! Tip: Full HTML is supported Step 5 Fill in the subject line and use the editor to draft your . Step 1 Choose the desired filters Step 4 Click the icon to display the blast template. 6 Tip: Mass s go to background tasks where the progress is tracked. When complete, a report is available.

11 Text & Voice Messages Purchase of credits required Call: iclasspro Support at (903) Option 1 Cost: 3 each = 1 Text Message or 1 Min. Voice Broadcast From the Family Page 10 Tip: Click to select all Step 2 Change View to include all of your matches Step 3 Select the families you wish to message. Enter text message here. Step 1 Select the desired filters Step 4 Click the SMS icon to display the SMS window Step 5 Type out your message and click send.

12 11 Discounts / How to Setup 1 2 Step 4A Double click to edit an Existing Discount Schedule 3 Step 4B Or click Create New. See Page 2 of 4 for additional instructions.

13 12 Discounts / Details Tab Clicks to get to the Discount Schedule :: New menu Count Classes / Hours By: This field controls the way that classes, or hours, are counted. The count is then used to find discounts in a discount table. There are two ways to count: One at a time or Total. If you choose to count students by Total, classes will be counted and ordered for the family as a whole instead of per student. To set a class to bill hourly, check This class bills hourly in the class record. One at a Time To count classes One at a time means to assign each one a number. The order classes are put in is always highest to lowest tuition before discounts are applied. Class Example: Jane is enrolled in a $55.00 cheerleading class and a $35.00 tumbling class. The cheerleading class is class 1 because it has the highest tuition. The tumbling class is class 2. To count hours One at a time means to use the number of hours this class attends to find a discount for this enrollment. The period of time the hours are totaled for is controlled from within each class itself. Example: Jane is enrolled in two 2 hour classes that bill hourly. The discount schedule will use 2 hours for each class since they each last two hours. Total: To count classes by Total means how many total classes there are. Class Example: Matt is enrolled in two classes. The discount schedule will consider both classes to be number 2 because there are two enrollments. To count hours by Total means to use the number of hours all relevant classes attended to find a discount for this enrollment. The period of time the hours are totaled for is controlled from within each class itself. Example: Jane is enrolled in two 2 hour classes that bill hourly. The discount schedule will use 4 hours since that is the total number of hours of both classes added together. The hours of classes that do not bill hourly will not be counted.

14 13 Discounts / Tables & Special Discounts Tabs Clicks to get to the Discount Schedule :: Tables & Special Discounts menu Tip: The red X s are handy one-click delete a row or column buttons. B A Note: Columns are vertical and rows are horizontal. EXAMPLE: (A) A family with 2 students will receive a $10 discount per class. (B) A family with 1 student enrolled in 3 classes will receive a 50% discount per class. Discount Schedule Tables are used to look up multi-class, multi-hour and multi-student discounts. There is always a Default table. You may also add new tables for specific billing schedules. When an enrollment is discounted, the discount schedule first looks for a table for the billing schedule attached to the enrollment or class. If none is found, the Default table is used. Set your Discounts for Employee, Service, Members or Earlybird and click save. To apply the Employee, Service or Members discount you must edit each family s Detail page under Special Discount and set the appropriate field by selecting yes or no.

15 14 Discounts / Shown in Global Tuition Charges 1 Step 2 Click an amount to see how amount was calculated. C A B Classes / Hrs. Students NOTE : A. (Student: 2) represents column 2 of the table. B. (Class: 2) represents row 2 of the table. C. Shows the amount from row 2 column 2 (Student: 2, Class: 2)