entering_a_proposal
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| ==== Entering a Proposal ==== | ==== 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. | 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. | 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. | ||
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| + | 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. | ||
| [[Table of Contents]] | [[Table of Contents]] | ||
entering_a_proposal.1193945260.txt.gz ยท Last modified: 2018/11/01 13:34 (external edit)
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