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--- entering_a_proposal [2007/11/01 15:22]
24.233.129.58 created
+++ entering_a_proposal [2018/11/01 13:34] (current)
@@ Line 1: / Line 1: @@
 ==== Entering a Proposal ====
-Enter a proposal when a particular enrollment is offered to a student, but the student has not yet enrolled.   Doing so makes a record of what arrangement was offered to the student and it records a "try", which is reported on the [[View Franchise Reports|weekly summary of studio business report]]. A "try" is also automatically recorded on the 4th lesson of a department II student.
+Enter a proposal when a particular enrollment is offered to a student, but the student has not yet enrolled.   Doing so makes a record of what arrangement was offered to the student and it records a "try", which is reported on the [[View Franchise Reports|weekly summary of studio business report]]. A "try" is also automatically recorded on the 4th lesson of a level II student.
+From the student's [[Viewing Student Finances|financial page]], click on the "Proposal (Try)" link at the top right.
+The process for entering the proposal is exactly like [[Entering an Enrollment]] with Full Payment, except that when you save it, it saves a "try", not an actual enrollment.
+If the student rejects the proposal and will no longer be taking lessons, click "Make Inactive" on the student's [[Viewing Student Finances|financial page]]. This will remove them from the student list for new lessons and will remove them from the Instructors this Week report.
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