Within Class you have the Accommodation Room Temporary Reservation option.

This function gives the option to reserve an accommodation room.  A room can be put on hold for a short period of time in order for the student/agent to confirm their booking dates.

There is a helpsheet (no.HS165) which covers this.  Please click on the following link to view or download helpsheet – HS165 Accommodation – Temporary Room reservation.docx or please watch the video below demonstrating this process.

To produce agent or a student statements you need to go into the Class Ledger, and these can either be produced as a batch or individually.

There is a helspheet (no.SQL187) which covers this.  Please click on the following link to view or download helpsheet – SQL187.net Agent Statements.doc

Internal messaging is a Class only system, unlike Outlook which is dealing with external as well as internal communication i.e. whole world! There is, therefore, no spam and with an array of cross referencing (links) enabling a single message to be seen within various parts of Class and by a variety of users, there is a much higher level of connectivity and relevance…!

When messages are received a simple link will take you directly to the relevant Student, Agent, Family or …

Cost values can be added to each Price Item so when items are booked, checks are made to see if the item is being sold below the cost value.

Any commission that has been awarded is taken off the due value and this is then checked against the calculated costs.

If it is found to be below the costs price, then the due value will be highlighted in red in the enrolment or group finance details…

There is a helpsheet (no.SQL217) which cover …

Availability enables the setting of daily/weekly limits for a product group, so for example a “Home Stay” group (which links all the home stay accommodation Price items together) could be used to stop over booking occurring on particular days or weeks. Similarly, a residence which has finite space could have limits set to prevent over booking.

The Availability function also allows “Minimum” and “Maximums” to be set.

There is a helpsheet (no.SQ172) which covers this.  Please click on the following link to …

A Promotion is an additional incentive for selected agents and products, typically for a temporary period of time.

The promotion value which appears as a separate line on the invoice is potentially extra to an Agents’ existing discount/commission.  It appears separately in statistics (as a price item)  and each promotion can be charged to a different accounting code.

Note: Group bookings are excluded from promotions

The Promotion can be applied to both “Net and “Gross” agent types.

There are three Promotion types:

Additional percentage Discount/Commission

Additional …

This can be achieved by using the Statistics module, and use the Reporting – Enquiry Conversion report.

There is a helpsheet (no.HS104) which covers this.  Please click the following link to view or download helpsheet – HS104 Statistics – Enquiry Conversion Statistics.docx or please watch the video below demonstrating this process.

To produce a list of all groups present in the school you would use a group quick report.

There is a helpsheet (no.HS097) which covers this.  Please click on the following link to view or download helpsheet –HS097 Quick Reports – List of Groups.docx or please watch the video below demonstrating this process.

This can be achieved by using an Enrolment-General quick report, and having the “Date Filter” set to “Present” with the selected dates.

There is a helpsheet (no.HS038) which covers this.  Please click on the following link to view or download helpsheet – HS038 Quick Reports – Students Present List.docx or please watch the video below demonstrating this process.

This can be achieved by using the Quick Reports.

You can then create a report t produce a list of students arriving on a particular date or within a date range.

There is a helpsheet (no. HS035) which covers this.  Please click on the following link to view or download helpsheet – HS035 Quick Reports – Arrivals List.docx or please watch the video below demonstrating this process.