Records
Moving a Child Student to a New Family
Activating or Merging Pending Client Profiles
Updating Records Using Import Templates
Hiding the New Student/Employee Tag
Deleting an Employee
Activating Prospective Client Profiles
Locations
Wage Tiers
Service List
Adding Employees
Employee Types
Adding an Independent Student
Adding a Student to a Family
Adding a Family
Student Types
Employee Profile Photos
Assigning Students to a Teacher
Navigating to Student & Parent Profiles for Teacher Accounts
Family Contacts
Incrementing Student Grade Levels
Allowing Teachers to View Notes from Sessions with Other Teachers
Converting Independent Students to Family & Child Profiles
Viewing Lesson Notes
Converting to Standard Subjects
Managing Subjects
Changing the Status for Multiple Students, Families or Employees
Instructions for Filling the Service Import Template
Instructions for Filling out the Custom Profile Field Template
Instructions for Filling Teacher & Staff Templates
Importing Employees
Instructions for Filling the Independent Student Template
Instructions for Filling the Family Student Template
Importing Students