Clients are your students and learners.
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...
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...
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...
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...
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...
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 Inf...
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...
This article explains how to track client enrollment into unpaid job placements such as work experience or internships. It also highlights when to use Placements versus Courses and Assignments for att...
This article explains how to record and track client enrollment into programs of study using Program Groups. It is designed for organizations that offer degree or certificate programs and need to trac...
This article explains how to record and manage referrals for clients, including referrals to other organizations or departments within the same organization. Users can record an unlimited number of re...