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Clients

Clients are your students and learners.

  • Fee Group

    This guide explains how to link clients to one or more Fee Groups. Fee Groups determine which fees are attributed to the client during registration and for balance due calculations. Additionally, Fee ...

  • Funding

    This article explains how to record funding sources for a client in the system. Users will also learn how to track the amount and balance available for each funding source. By the end of this guide, y...

  • Goals/Achievements

    This article explains how to record and manage an unlimited number of goals and achievements for a client. By the end of this guide, you will understand how to navigate the Goals/Achievements section ...

  • Higher Education

    This article explains how to record college and higher education details for clients. By the end of this guide, you will understand how to navigate the Higher Education section and input accurate info...

  • Intake-Exit

    This article provides instructions for managing client intake and exit details. By the end of this guide, you will understand how to navigate the Intake/Exit section and accurately input relevant data...

  • Invoices

    This article explains how to manage invoices and line items for services purchased. Users will learn how to navigate the Invoices section, create invoices, add line items, and track associated payment...

  • Members

    This article explains how to manage primary account holders and their associated members in the system. By the end of this guide, you will understand how to assign account types, add members, and mana...

  • Payments

    This article provides instructions for managing client payment transactions, including recording payments, understanding transaction details, and using the Deleted Transactions Log. Users will also le...

  • Payments - Adding Payments

    This article explains how to use the Multiple Payments feature to record multiple transactions at once, as well as manage prerequisites and common fields. Navigation: Main Menu → Clients → Client Info...

  • Payments - Related Functions

    This article provides an overview of the functions available under the More Actions option in each row of the Payments Results List. Users will learn how to add refunds, reassign payments, and print o...