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Is there a way in which to set up intake dates?

No Comments Posted on 26/02/15 in Category

Within Class you can create valid intake dates date to ensure courses are booked to start on the correct day or within the correct week.

This also applies to Accommodation, Transfers and Sundries.

There is a helpsheet (no.HS160) which covers this.  please click on the following link to view or download helpsheet – HS160 Maintenance_Settings – Valid Start Dates.docx or please watch the video below demonstrating this process.

 

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How can I produce a list of active host families?

No Comments Posted on 05/02/15 in Category

This can be achieved by using an “Accomm” quick report, adding relevant fields.

There is a helpsheet (no.HS033) which covers this.  Please click on the following link to view or download helpsheet – HS033 Quick Reports – Host Family List.docx or please watch the video below demonstrating this process.

 

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I need to be able to get a report out showing for each family what beds they have occupied/vacant?

No Comments Posted on 05/02/15 in Category

Within Class you have the Daily Booking Charts which gives you a list of families showing each room with the number of beds in use and available day by day for a given period.

This can be achieved by going into Accommodation>Booking Chart – Daily

You also have another option which is the Advanced Booking Chart (this is an additional module, so if it is greyed out you would need to purchase it) this displays all families on a daily/weekly basis giving further …

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We would like to start running the Host Payments through Class?

No Comments Posted on 05/02/15 in Category

Prior to running the Host Payments through Class there is a little bit of setup work and possibly catching up within historical payments.

Infospeed would recommend that you have a short training session with regards to setting up the payment runs.

There is a helpsheet (no.SQL008) which covers this.  Please click on the following link to view or download helpsheet – SQL008.net HF First Payment Run.doc

 

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How do I run the Host Payments?

No Comments Posted on 05/02/15 in Category

To run the Host Payments go to Accommodation>Payments.

However prior to running the the payments you must ensure that all amendments are made to Host details and to Student records.

There is a helpsheet (no.SQL006) which covers this.  Please click on the following link to view or download helpsheet – SQL006.net HF Payments.doc

 

 

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How do I add Embassy Bookings using the ‘Terms’ option for invoicing?

No Comments Posted on 18/12/14 in Category

The ‘Terms’ option within Class can be used for Embassy bookings where the Embassy pays 12 weeks at a time (or 4 weeks).  This allows the full course dates to be entered at the time the enrolment is entered rather than adding the first 12 weeks then invoicing, then adding the next 12 weeks and invoicing, and so on.

There is a helpsheet (no.HS207) which covers this.  Please click on the following link to view or download the helpsheet – HS207 …

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Can we create are own class registers?

No Comments Posted on 18/12/14 in Category

Within Class you are able to create your own class lists and registers the templates are set up within Documents>Classing.

There is a helpsheet (no.SQL162) which covers this.  Please click on the following link to view or download helpsheet – SQL162.net Classing Master Documents.doc

 

 

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How do I produce a profile document for a group?

No Comments Posted on 11/12/14 in Category

The template of the document will need to be created within the Documents>Group

There is a helpsheet (no.SQL174) which covers this.  Please click on the following link to view or download helpsheet – SQL174.net Group Profile Document.doc

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What does the group import do?

No Comments Posted on 11/12/14 in Category

The import function allows a file of Groups to be imported into Class.

Typical uses would be a list of students that are sent to you by an agent to be imported into Class.

There is a helpsheet (no.SQL198) which covers this.  Please click on the following link to view or download helpsheet – SQL198.net Group Import.doc

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I need to amend dates within a group booking, how can I do this?

No Comments Posted on 11/12/14 in Category

There is a feature with Class called “Date Wizard” which enables the dates of the whole group of students to be amended from a single screen.

There is a helpsheet (no.SQL180) which covers this.  Please click on the following link to view or download helpsheet – SQL180.net Group Date Wizard.doc

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