Clients

Clients are your students and learners.

• Introduction to Clients

  The Clients section in XenDirect is a primary data area that stores information about students, learners, customers, or any individuals who purchase and register for services. This guide provides an o...

• Add Assignments and Payments

  XenDirect allows users to add multiple assignments (registrations) to a client as needed. Once an assignment is created or modified, payments can be recorded immediately without leaving the Assignment...

• Adding Address Field Values

  This article explains how to add and manage address field values in the system. It covers different address methods, recommended formatting for each field, and how to handle country-only addresses. Ad...

• Adding Assignments

  This guide walks you through the process of adding assignments to a client's profile. By following these steps, you can efficiently manage assignments such as courses, bundles, conferences, and member...

• Adding Credit Types to Client Assignments

  To display credits on Client Transcripts and Certificate Reports, Credit Types must be recorded in the Client Assignment. Credits are stored in the Earned Credits and Credit Type fields within the Gra...

• Application

  This guide explains how to record and track applications for enrollment into a program of study. It is commonly used by organizations offering degree or certificate programs where the application proc...

• Assessment

  Allows users to record an unlimited number of needs, barriers, and assessments for a client. Navigation: Main Menu → Clients → Application Applies To: Enterprise Field Details: Assessment: A need, bar...

• Assignment - Part 1

  This document explains how to navigate, manage, and understand the Client Assignment Record within the system. Users will learn how to access and modify assignment details, ensuring accurate records f...

• Assignment - Part 2

  This guide provides an overview of additional functions available in Assignment management. These functions include sending email receipts, printing certificates, and transferring registrations. Users...

• Attendance

  This guide outlines how to record daily attendance for clients in a course or for an individual client in one assignment using XenDirect. It covers methods for entering attendance, important notes abo...