The school defaults page allows you to create some basic default settings for your studio. Setting up the defaults the way you want them makes many of the day-to-day functions work much more smoothly. You can always override the defaults for special situations.
To Access the School Defaults page:
Select the DanceWorks Online main menu.
Select Admin.
Select Settings.
Select Default.
Registration Charge Default:
The registration charge default allows you to set up your registration fee based on the number of active students on the account. Enter the amount that the student should be charged. In the example above, the fee is $25 for each student. If a parent were to register three children, the fee would be $75.
Tuition Discount Method:
Here you can set up a tuition discount method as a percentage or a dollar amount. This discount will be enabled when the Student Discount Box on the Student Tuition page is checked.
Late Fee Method:
This tool allows you to create a default late fee as a dollar amount or as a percentage.
Default Payment kind:
This lets you choose which payment you'd like to automatically populate when you enter a payment.
Display Account/Student Totals:
You'll see a total number at the bottom of the Account and Student Lists. This function allows you to hide those totals by simply checking the box.
Statement Type:
The statement type defaults allow you to choose the types of transactions that will appear on your customer’s statements. You can include All Charges and Payments, Open Charges & Payments, or simply Open Charges. An open charge or payment is one that has a balance.
Statement Format:
This option allows you to choose the format in which your customer’s statements will appear. Both formats include transaction dates, a reference column, and the transaction description.
Running Balance - This format provides a column for the transaction amount and a running ledger of the customer's account balance.
Item balance format provides you with the individual transaction amount, the balance of that transaction, and a running ledger of the customer's balance.
Tip: Some studios prefer the Item Balance format, but most studios we talk to use the Running Balance.
You also have the option to default the statements to include the student names by checking the box.
Receipt Defaults:
The receipt defaults help cut down on the clicks required when emailing or printing receipts.
To Set Receipt Default:
Click the Print or Email button to choose your default.
Set your printer type for when you wish to print a receipt (80 column is standard 8×11 paper, and 40 column is the spool receipt size).
Note: this message will appear at the bottom of printed receipts.
Payment Terms: will also appear on printed receipts.
Email Subject: will be the default subject line of email receipts.
Email message: this will be the default body of the email when emailing receipts. This can be overridden when emailing individual receipts.
Confirmation Defaults:
Just like Statements and Receipts, the Confirmation Defaults options let you control the delivery method, type, sort order, and messaging for your Account Confirmations. Any of these items may be changed when needed, but how you set them here is how the options will come up when prompted.