STEP 1 – Access
Click on Budget in the Top Menu > Budgets.
STEP 2 – Create a New Link
Click on the orange button "New Online Budget".
STEP 3 – Select a Student
Select a student and click "Search".
STEP 4 – Select the Budget(s) to Include in the Link
Choose from the budget options you have previously created for this student.
STEP 5 – Create the Link
Click "Create Link".
STEP 6 – Find the Link
You will be redirected to the student’s page, where you can view their information and the budgets created for them.
Scroll to the bottom of the page to find a list of links created for this student.
STEP 7 – Send the Link to the Student
To send the link to the student, you can click on the "Copy Link" option or go to the gear icon and select "Send Link" to send the link via email.
If you still have questions, please contact support or reach out via WhatsApp.