Creating a Booking – The Basics

Creating a Booking  – The Basics First things first. There are a number of items that must be in place before you can create a booking. Before you can select items to create and add to a booking you must first have created them as booking or price items and told the system which price list […]

Read More

Finance Card

Finance Card This card is used to select the items to add to the booking. Once you have entered the booking details on the General card and click Save the other 3 cards: Finance, Invoice and Visas etc., will become live. Here is the Finance Card; as you can see there are four basic categories […]

Read More

Invoice Card

Invoice Card When you choose the booking items on the Finance card some of that data is transfered to the Invoice card to create invoices etc., We will use the following booking to illustrate how this works. Here is the Finance card with the items that have been booked: If we go to the Invoice card […]

Read More

Visas etc., Card

Visas etc., Card This card creates and holds the documents connected with the student’s booking. The documents that are on this card depend on which items are booked. If there are two transfers booked, for example, then there will be two transfer documents. These documents are created from the templates held in your school’s account. These […]

Read More

Group Bookings

Group Bookings Group bookings are when multiple booking items of the same type are bought by a group of students To create a Group Booking go to School Items – Groups – Add and a page similar to the Booking card for an individual student will appear Most of the above should be familar from […]

Read More