In this tutorial, you will learn different ways to use the Public Budgets you have created. These are three actions you can perform with these Budgets!
ACTION 1 – Send the public budget to the student via Email
Step 1 – Access
Click on Budget in the Top Menu > Public Budgets.
Step 2 – Send by Email
Go to the list of created Public Budgets and click on the orange "Send Quote" icon. Fill in the email address to send the budget to the student.
ACTION 2 – Add the Public Budget to a Campaign
Step 1 – Access
Marketing > Manage Campaigns.
Step 2 – Add the Public Budget to a Campaign
When creating a campaign, you can add the Public Budget you have created.
ACTION 3 – Add a Payment Plan (if you have purchased AllyCheckout)
Step 1 – Access
Click on Budget in the Top Menu > Public Budgets.
Step 2 – Edit the Budget
Click on the Gear button of the budget you want to edit, and then click "Edit Budget."
Step 3 – View the budget items
You can view and edit the items in the budget.
Step 4 – Proceed to the Payment Plans
Click "Proceed," and you will be redirected to the Budget Summary, where you can add a Payment Plan.
Step 5 – Create a New Payment Plan
Click on the "New Payment Plan" button and fill in the information about the plan and its installments.
If you still have questions, please contact support or reach out via WhatsApp.