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--- changing_studio_information [2007/10/30 14:23]
24.233.129.58
+++ changing_studio_information [2018/11/01 13:34] (current)
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 === Changing Studio Information ===
 From here you can change the Company Name, Owner/Franchisee, and the address/website for the printed lesson slip.  When changing the "Slogan for Printed Lesson Slip", make sure you do not make your lines too long.  If you do, it could run off the edge of the slip, because the [Dymo printer] does not word wrap.  If a line is going off the edge of the slip, simply put a line break in manually using the enter key after the last word that prints fully.
+=== Minutes Per Time Slot ===
+This value should not be changed unless you know what you are doing.  It determines the length  in minutes of each row on the lesson sheet.  The default is 15 minutes.
+=== Minutes for Sample Lesson ===
+When a person is enrolled for a level 1 enrollment, this option determines what the default length of their lessons will be.
+=== Sample Lesson Units ===
+When a person is enrolled for a level 1 enrollment, this option determines what the default units that their lessons will use.
 === Changing Lessons per Printed Slip ===
-This is the maximum number of future lessons that will be printed on a [[lesson slip]].  You can change this value to whatever number you want.
+This is the maximum number of future lessons that will be printed on a [[lesson slip]].  You can change this value to any number you want.
+=== Changing Number of Level II and III Lessons numbered ===
+These two boxes determine the maximum number of level II and level III lessons that will be automatically numbered by Simple Appointments.  The number of the lesson will be displayed in the lesson card notes section of the lesson.  If you wish to disable lesson numbering for either level, set the corresponding value to 0.
+:!: Lessons that are auto-numbered will lose any hand-entered lesson card notes.  Do not put lesson card notes on auto-numbered lessons.  Use regular notes instead.
 === Changing Reminder Email Message ===
-This is the message that will be sent out to students who are set up for automatic [[reminders]].
+This is the message that will be sent out to students who are set up for automatic [[reminders]].  You may want to include your policy on cancellations here.
+=== Track Parties and Group Lessons ===
+There are two checkboxes title "Track Parties" and "Track Group Lessons".  If enabled, you will be able to give students a set number of parties and/or group lessons with each enrollment.  The number of parties and group lessons each student has will be displayed whenever that student is selected on the [[lesson sheet]].  There will also be a countdown of the number of parties and/or group lessons a student has remaining on that student's lesson card.
+=== Calculate YTD and PYTD Figures ===
+These checkboxes turn on the automatic calculation of Year to Date and Previous Year to Date figures on the [[View Franchise Reports|Summary of Studio Business Report]].  Year to Date figures require Simple Appointments to have sales data from the beginning of the year onward.  Previous year to date figures require sales data from the beginning of the previous year.  If your studio has not been using Simple Appointments that long, you must manually enter weekly sales data for the period you were not using Simple Appointments before enabling this feature.  To learn how to do this, see [[First Steps]].
+=== Enable 3rd Party Loan Payments ===
+If your studio has students who get financing for enrollments from a 3rd party loan company, check this box to turn on 3rd party loan features.  You will then be able to add enrollments with loan fees.  This will allow the payments to be marked as paid by the loan company and the student separately.  When the loan company pays the studio, the payment goes on the royalty report.  However, the payment is still treated as unpaid for purposes of calculating the student's next payment.
+=== Sort By First Name ===
+Choosing this option will cause students to be sorted by first name instead of last name on the Students Page, in the [[Quick Find]], and when [[Adding a Task]].
 === Changing Language and Locale ===
@@ Line 19: / Line 45: @@
 == Locale ==
-This setting controls the formatting of numbers, dates, and monetary values.  Some locales, for instance, use a period for a decimal point and a comma for a thousands separator (1,545.50).  Others use the opposite (1.545,50).
+This setting controls the formatting of numbers, dates, and monetary values.  Some locales, for instance, use a period for a decimal point and a comma for a thousands separator (1,545.50).  Others use the opposite (1.545,50).  Locale affects both the display and the entry of numbers and dates.
 === Taxes ===

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