entering_an_enrollment
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entering_an_enrollment [2018/11/01 13:34] (current) |
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| When a student purchases or agrees to purchase a number of units, an enrollment must be entered. This enrollment allows the program to track the use of units by the student and their related costs. Enrollment information is also vital to creating the weekly performance and sales reports. | When a student purchases or agrees to purchase a number of units, an enrollment must be entered. This enrollment allows the program to track the use of units by the student and their related costs. Enrollment information is also vital to creating the weekly performance and sales reports. | ||
| - | === Viewing a Students Enrollments === | + | === Viewing a Student's Enrollments === |
| To add an enrollment, you must first [[Viewing Student Finances|open the student's financial information]]. | To add an enrollment, you must first [[Viewing Student Finances|open the student's financial information]]. | ||
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| Choose the executive that will be credited with the sale. This selection directly affects the staff performance report. | Choose the executive that will be credited with the sale. This selection directly affects the staff performance report. | ||
| - | == Department == | + | == Section == |
| - | Choose the appropriate department for the enrollment. This selection will immediately change the enrolled student's department, default lesson length, and default units per lesson. The department of a lesson is based on the enrollment that that lesson was taken under. The department field is automatically filled, based on the number of units the student has previously enrolled for, but it can be overridden if incorrect. Use the [[Departments]] guidelines for deciding which department an enrollment is. | + | Choose whether the enrollment is Pre-Original, Original, Extension, or Renewal. This determines where the enrollment is listed in the [[View Franchise Reports|Summary of Studio Business Report]]. This value is also listed for each enrollment on the [[View Franchise Reports|Weekly Royalty Report]]. If you are entering free lessons you do not want to include on the report, choose the "No Sale" option. |
| + | |||
| + | == Front/Back == | ||
| + | Choose whether the enrollment is Front Department (Interview) or Back Department (Renewal). This only affects where the enrollment is placed on the [[View Franchise Reports|Staff Performance Report]]. | ||
| + | |||
| + | == Level == | ||
| + | Choose the appropriate level for the enrollment. The choices are Sample, Beginner, Social, and Advanced. This selection will immediately change the student's level, default lesson length, and default units per lesson. The level of a lesson is based on the enrollment that that lesson was taken using, and will be displayed on the [[Lesson Sheet]]. Use the [[Levels]] guidelines for deciding which level an enrollment is. | ||
| == Primary Instructor == | == Primary Instructor == | ||
| Choose the staff that will act as the student's primary instructor. The enrolled student's primary instructor will immediately be changed. This affects the [[lesson sheet]] when [[scheduling a lesson]] for this student, as well as the [[View the Instructors Report|Instructors This Week]] report. | Choose the staff that will act as the student's primary instructor. The enrolled student's primary instructor will immediately be changed. This affects the [[lesson sheet]] when [[scheduling a lesson]] for this student, as well as the [[View the Instructors Report|Instructors This Week]] report. | ||
| - | |||
| - | |||
| - | == Enrollment For... == | ||
| - | Select a value from the dropdown list: | ||
| - | * "Enrollment for Units" means that the student is purchasing a number of units. | ||
| - | * "Non-Unit Private/Coach" is an enrollment for individual private or coaching sessions. Although not technically for units, the program's unit counting is still used to track remaining lessons. | ||
| - | * "Non-Unit Class" is an enrollment for classes not specifically scheduled for this individual student, such as group classes. | ||
| == Notes == | == Notes == | ||
| - | This optional entry allows you to make a note of any special details involved with this enrollment. The notes are shown with the enrollment on the [[Viewing Student Finances|student financial page]] and on the student's [[lesson card]]. | + | This optional entry allows you to make a note of any special details involved with this enrollment. The notes are shown with the enrollment on the [[Viewing Student Finances|student financial page]] and on the student's [[View a Lesson Card|lesson card]]. |
| == Enrollment Date == | == Enrollment Date == | ||
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| == Number of Units == | == Number of Units == | ||
| Enter the number of units that this enrollment is for. For non-unit enrollments, enter the number of lessons purchased. | Enter the number of units that this enrollment is for. For non-unit enrollments, enter the number of lessons purchased. | ||
| + | |||
| + | == Group Credits == | ||
| + | This will only display if you have enabled [[Changing Studio Information|Group Lesson Tracking]]. Enter the number of Group Lessons the student will gain from this enrollment. | ||
| + | |||
| + | == Party Credits == | ||
| + | This will only display if you have enabled [[Changing Studio Information|Party Tracking]]. Enter the number of parties the student will gain from this enrollment. | ||
| == Total Cost == | == Total Cost == | ||
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| If the previous enrollment is to be refinanced (that is, the original enrollment will not be completed at the original price or payment plan) you must enter the monetary and unit amounts to be refinanced under the "Remove from Previous Enrollment..." section. | If the previous enrollment is to be refinanced (that is, the original enrollment will not be completed at the original price or payment plan) you must enter the monetary and unit amounts to be refinanced under the "Remove from Previous Enrollment..." section. | ||
| - | The number of units entered will be subtracted from the students available units, and the monetary amount entered will be subtracted from the amount the student owes. Because payment plans after refinancing differ between students, the payments for the student are not automatically adjusted. Payments that are no longer required should be [[Voiding Payments|voided manually]] from the [[Viewing Student Finances|student's financial page]]. If the new enrollment has a payment plan, its payments will be added as normal. | + | The number of units entered will be subtracted from the students available units, and the monetary amount entered will be subtracted from the amount the student owes. Because payment plans after refinancing differ between students, the payments for the student's previous enrollment are not automatically adjusted. See [[Reconciling Payments]] for information on how to reconcile the new amount owed with the amount of payments to be made. |
| == Example == | == Example == | ||
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| === Loans === | === Loans === | ||
| - | If your studio provides third party loans to students through a loan company, there is an addition field for enrollments with a payment plan (if you do not see this field, see [[Changing Options]] for instructions on how to turn it on). | + | If your studio provides third party loans to students through a loan company, there is an addition field for enrollments with a payment plan (if you do not see this field, see [[Changing Studio Information]] for instructions on how to turn it on). |
| - | This field is called loan fees, and should be filled with the amount of money that the student will be paying to the loan company in interest and fees. This amount will not show up as studio income for financial reports. Leave the field blank if the enrollment does not involve a third party loan. If this field is filled, even with a 0, the enrollment will be considered a loan. The loan fees will be evenly divided among the periodic payments (but not the down payment, if any). The payment amount(s) entered for the payment plan include the loan fees. | + | This field is called "Loan Fees", and should be filled with the amount of money that the student will be paying to the loan company in interest and fees. This amount will not show up as studio income for financial reports. Leave the field blank if the enrollment does not involve a third party loan. If this field is filled, even with a 0, the enrollment will be considered a loan. The loan fees will be evenly divided among the periodic payments (but not the down payment, if any). The payment amount(s) entered for the payment plan include the loan fees. |
| == Example == | == Example == | ||
entering_an_enrollment.1193764700.txt.gz · Last modified: 2018/11/01 13:34 (external edit)
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