entering_an_enrollment
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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. |
| - | == Primary Instructor == | + | == Front/Back == |
| - | 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 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. | ||
| - | == Enrollment For... == | + | == Primary Instructor == |
| - | Select a value from the dropdown list: | + | 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 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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| 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). | 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.1194455140.txt.gz · Last modified: 2018/11/01 13:34 (external edit)
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