Best Practice
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
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 Reverse Applied Credit Notes
- 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
- Adding Customers Without Invite to Book
- 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
- Tagging Discounts to Parents or Students
- Direct Discounts Tab
- Expiration of Direct Discounts
Customer Communications
- How to Create Your Own Email Templates & Modify System Templates
- How To View Sent Emails and Unsubscribed Customers
- How to Send Customer Statements
Reporting
Articles to be added.
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