Step 1 – Access
Click on Budget in the Top Menu > Budgets.
After adding the items and reviewing the budget summary, you will be redirected to the student's profile.
Step 2 – Individual Actions with Created Budgets
Here, you will have several action options for budgets, some individual and others in bulk.
Individually, you have several possibilities:
View budget;
Edit budget (changing the information);
Edit Payment Plan;
Edit Due Date;
Duplicate budget (create a copy of this budget for the desired student);
Change the budget status between Accepted, Sold, and Declined;
Delete the Budget.
Step 3 – Bulk Actions
Next to the gear button, there is a checkbox for each budget. You can use it to select one or more budgets and perform bulk actions.
The available bulk actions are:
Edit Due Date;
Update Currency;
Change Budget Status;
Delete.
Step 4 – Creating Links
Each created budget has an associated link that can be found by scrolling down the page. However, you can also create a link that includes two or more budgets. To do this, simply select the desired budgets using the checkboxes you used for Bulk Actions, or click on New Link and select the desired budgets.
Once the link is created, you can copy and share it through any platform and use the system's tools to view it, track opening data, send the link via email, or delete it.
If you still have questions, please contact support or reach out via WhatsApp.