Settings

Settings mainly deal with controlling when items are scheduled to appear on the dashboard.

Settings can be found under Menu – School Admin – Settings

Here is a chart to explain the purpose of each setting:

Student Section    
Item Dashboard Explanation
Follow Up Before No. Days Yes An alert will appear X days before a reminder to contact a student is scheduled for.
Birthday Yes An alert will appear X days before a student’s birthday
Visa Expire Days Yes An alert will appear X days before a student’s visa expires
Passport Expire Days Yes An alert will appear X days before a student’s passport expires
CAS* Expire Days Yes An alert will appear X days before a student’s CAS*expires
Student Absence Period Yes An Alert will appear if attendance hasn’t been completed for X number lessons
Unfilled Attendance Date Yes An Alert will appear if a student misses X number of days lessons
Sundry Item Days No When you go to the Sundry Items Report it will show you X days ahead as a default.
Student Deactive Days No This will remove a students access to their account X days after they finish their course
* CAS = Certificate of Acceptance to Study is used in the UK although you can adapt it local conditions if needed
Student Enquiry Section    
Item Dashboard Explanation
No. Days for Received Yes Number of days a notification of a new enquiry received will stay as an alert.
No. Days for Reminder Yes An alert will appear X days before a reminder to contact a prospective student is scheduled for.
Teacher Section     
Item Dashboard Explanation
Teacher birthday Yes An alert will appear X days before a teacher’s contract expires
Teacher Contract Days Yes An alert will appear X days before a teacher’s birthday
Lesson Calendar Name No This is used if you want to link timetables to Google calendar
Agent Section     
Item Dashboard Explanation
No. Days for Review Yes An alert will appear X days before an agent’s contract is due for review.
No. of Days for Follow up on Yes An alert will appear X days before a reminder to contact an agent is scheduled for.
Finance Section     
Item Dashboard Explanation
Course VAT No This is the rate that will be applied to course prices.
Sundry VAT No This is the rate that will be applied to sundry item prices.
Transfer VAT No This is the rate that will be applied to transfer prices.
Accommodation VAT No This is the rate that will be applied to accommodation prices.
Invoice Format No Use # for number, so #/yyyy would give 123/2014, 123 being the number of the invoice and 2014 the year
Invoice No. Starts From No Enter the number that you want your invoices to start from. Normally 1 but you might want to continue an existing series.
No. Days for Payment No When you create an invoice the payment date is automatically filled in. This is the number of days that is added to the invoice date to create the payment due date.
No. Days for Due Date No This the number of days after the payment due date on an unpaid invoice that a reminder will appear.
Custom Field Section    
Item Dashboard Explanation
Custom Fields Rows No This is the number of rows you can create before a new column is started
Unbooked Section     
Item Dashboard Explanation
Accommodation Alert Before Days Yes An alert will tell you X days before a hosting is due to start if it hasn’t been booked
Transfer Alert Before Days Yes An alert will tell you X days before a transfer is due if it hasn’t been booked
Accommodation Section     
Item Dashboard Explanation
Contract Expiration Before Days Yes An alert will appear X days before a hosting contract is to expire.
Review Before Days Yes An alert will appear X days in advance that some accommodation needs to be reviewed.