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  • Current: Lessons and Classes Best practice

Lessons and Classes Best practice

Best Practice Overview:

Booking Management

  • Adding Customers Without Invite to Book

  • Adding and Removing Days

  • Quick Step Guide to Modifying a Booking

  • Waiting Lists & Attendance

  • Additional Items for Camps, Sports & Registration/Subs Activities

  • Editing Class Or Lesson Bookings

  • Transferring Kids Lessons

  • How to convert your free trial to a Full Booking

  • Cancelling a Customers Booking 

Daily Attendance Management

  • How to Reconcile Attendance

  • How to Add a Child on the Day

Invoice Management

  • How to Edit a Draft Invoice

  • How To Generate Detailed Invoices

  • How to Generate Concise Invoices with Grouped Invoicing

  • How to Void an Invoice

  • Edit the Billpayer on an Invoice

  • How to remove or edit a payment on a paid invoice

  • How to Check if Invoices Are Paid

Invoice Management In Arrears

  • How to Create and Convert Credit Notes

  • How To Convert Pending Adjustments

  • How to remove an applied Credit Note

  • Export Invoices and Credit Notes for MYOB, Xero or CSV

Invoice Management In Advance

  • How Stripe Fees are Managed in Xero

  • How to Track Credit Card Transactions and Export Reports

  • How to Manage Credit Card Payments In Xero

 Customer Management

  • Authorised Pick Up's

  • How to Deal with Duplicate Customer Accounts (Merge, Archive)

  • How to Un-Archive Customers

  • Improving Access for 2nd Parent / Guardians

  • Managing Split Families/Shared Care

  • Account Change History - Tracking Changes

  • Direct Discounts Tab

Customer Communications

  • How to Create Your Own Email Templates & Modify System Templates

  • How To View Sent Emails and Unsubscribed Customers

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