Clients are your students and learners.
Used to record and track the amounts due for services purchased. Invoices are automatically added using a combination of data from Assignments, Course Section Fees, and Global Fees. Navigation Menu M...
Allows a client to be a primary account holder and manage other clients when logged into the Web Registration module. Also allows a client to be a member of another client as the primary account hold...
Navigation Menu: Main Menu »» Clients >»» > Client Info (view + Registration »» Payments) Applies To: Enterprise Plus Basic Overview This section is used to record Client Payment transaction...
Other Functions The following functions appear in the Go To... option in each row of the Results List. Add Refund: Select the Add Refund option to add a refund record for the payment in the same row. ...
Used to track client enrollment into unpaid job placements such as work experience or internships. If attendance must be tracked for this activity, use Courses and Assignments instead of Placements. N...
Applies To: Enterprise Plus Overview Allows users to track client purchases of products. Related Topics Using Courses and Sections to Set Up Products ...
Used to record and track enrollment into a program of study using Program Groups. Often used by organizations that offer degree or certificate programs and require tracking the enrollment and graduat...
Used to record an unlimited number of referrals made for the Client to other organizations or other departments within the organization. Navigation Menu: Main Menu > Clients > Referrals Applies To: ...
Used to track residency for a client to one or more schools and districts. Navigation Menu Main Menu > Clients > Residency Applies to: Enterprise Details: School Name: Name of the school where the cl...
The Skills Profile section is used to create a profile of identified skills for a client and rank each of the skills up to five times with a user-defined ranking scale. Navigation Main Menu > Clients ...