The Account Details section lets you view and update the primary contact’s info, check the account status and creation date, adjust billing settings, and access other useful details. Each of these functions will be explained in more detail below.
Account Status: This option allows you to change the status of an account between prospect, active, inactive, or to a deleted status.*
Tuition Calculation: This function allows you to change the tuition calculation method for the account using the drop-down menu.
Billing Frequency: This tool allows you to assign or change the billing frequency or payment plan for the account from the drop-down menu.
Account Date: The Account Date is typically the date the account was created. However, it can be changed using the calendar here.
Account Source: This function allows you to change or add an established account source(e.g., Google, referrals, etc.).
Alert Code: This function allows you to assign or edit an alert code you have established for the account. 'Grandparent pick-up' or 'See Notes' are good examples.
Account Fee: This function lets you choose an account fee, description, and amount.
Click the Save button whenever you make a change. You can also copy changes to Parent 1 or the Students by checking the "copy changes to" boxes.
*Once a student has been enrolled in a class, their status and account may not be changed back to prospect.