An agent can have different discount and commission rates set up.

These are entered within the Agents “Pricing” screen.

Each Agent will have a ‘Default’ set up for Tuition, Accommodation, Transfer and Sundry.  The default is where you can record the agent’s general discount and commission rates.

If the agent is also to receive further discounts on specific courses you can add an ‘Item’ or a ‘Group’

There is a helpsheet (no.SQL177) which covers this.  Please click on the following link to download helpsheet –  > Read More

There is the facility to create multiple enrolment proforma’s/invoices and this is in the “Batch Print”.

The invoice batch print should be run at least once every month to ensure proforma’s are converted to invoices/credits.

Users not printing proforma’s on a “one by one” basis (as enrolment’s are created/amended) should run the batch print on a daily basis.

There is a helpsheet (no.SQL182) which covers this.  Please click on the following link to view or download helpsheet – SQL182.net Invoice Batch Print.doc

To cancel an ‘enrolment’ entirely you should click on Cancel Enrolment this will then show the items as cancelled.  The Enrolment cannot actually be deleted only cancelled, as this needs to be held on the system for statistical and security purposes.

There is a helpsheet (no.SQL040) which covers this.  Please click on the following link to view or download document – SQL040.net Cancelling a Student.doc

This can be achieved by using the Matching facility within Class.

You can input the required dates, plus any other matching criteria.

This report will list alphabetically the families together with a list of their available rooms for the period selected.

There is a helpsheet (no.SQL089) which covers this.  Please click on the following link to view or download helpsheet – SQL089.net Available Beds Report.doc

To produce a list of Accommodation Bookings to send to host families, you would need to create an Accommodation Booking quick report.

There is a helpsheet (no.SQL147) which covers this.. Please click on the following link to view or download helpsheet – SQL089.net Available Beds Report.doc

If a student is not included in an Accommodation Booking Quick Report

or

You are unable to book the student with a host (error displayed)

The things to check are:

Check the students’ accommodation to ensure it is booked correctly.  To do this, double click on the accommodation line

Check that there is an Accommodation Booking attached in the bottom section of the screen.  If it is blank, click on Add and choose the correct accommodation item from the list.

There is a helpsheet (no.SQL155) which …

Once you have select on the Accommodation line within the student enrolment.

You will notice that the:

The top part of the screen is “Accommodation FINANCE” and is used in the calculation of the invoice value.

The bottom half is the “Accommodation BOOKING,” reflecting the Accommodation booking part of the process e.g. host family.

The booking line indicates that there is accommodation to be booked – “Awaiting Booking”

The accommodation officer may already know the family to book and will in this case press “Select” …

Firstly you must of created your master document with the details that you are wanting to email the host families with.

Then within quick reports select the “Report Type” “Accommodation” and add the relevant fields, then once you have run the report you then have the facility to send the document from the report and this will then immediately up date the host families profile with this document.

There is a helpsheet (no.SQL042) which covers this.  Please click on the following link …

This can be achieved within an “Enrolment General” quick report.

There is a helpsheet (no.HS066) which covers this.  Please click on the following link to view or download helpsheet – HS066 Quick Reports – Birthday List.docx or please watch the video below demonstrating this process.

within Class there is a Starters/Leavers report that will give this information.

This can be found within Admissions>Starter/Leavers Report.

There is a helpsheet (no.SQL049) which covers this.  Please click the following link to view or download helpsheet – SQL049.net Starters Leavers Report.doc