Once you navigate to the Account List and select a customer, you arrive at the Account Information screen, which provides comprehensive tools to manage that account.
On the left of each customer's account page in Akada, you can use the menu to navigate to the contacts or various charge and payment options. The main information screen is divided into several collapsible sections.
Account Details
You can view and edit the primary contact information, account status, tuition method, and billing frequency.
Changes can be auto-copied to Parent 1 or student fields with checkbox options.
Send your customer a password reset for their parent account.
Connect the account to Zapier.
Add new students to the account.
View student names and enrollment summary.
Enter Registration or Tuition Fees.
Contacts
View and edit Parent 1 or Parent 2 contact information.
View and edit up to four Emergency Contact names and phone numbers.
Save and Update your parent's credit card information.
View the Save History of the card on file.
Send a Request to the parent to update their card.
**This section will not be visible if you have not established an account with our Stripe payment integration.
Send text or email to the individual account.
Notes
View and enter any notes that may be important to the account.
Notes can be either visible or hidden from your customer.
View or assign Groups to the account or the account and student.
These sections allow you to print or email the account statement or confirmation.
View when the parent signed the studio policies.
Request the parent re-sign your studio policies the next time they log into their account.
Manually add a policy signature date.