Manage class members

Prerequisites: You must establish appointment types before you can add class members.

1. On the Add/Change Class Members window, click Add.
2. Select a class in the Class box.
3. Enter the customer and student account numbers in the Student boxes.

Hint: Press F6 to select the student using the Pick Customer and Select Student windows.

4. Enter the next date a payment is due for this student and class, if applicable, in the Next Due Date box.
5. Rate, Billing Type, Fee Code, and Category automatically populate based on the appointment type selected in the Class box. You can update these values if necessary. Changes apply only to this student and class combination and do not affect other students or future schedules using this appointment type.
6. Enter payment information for this student using the Autopay, Type, and Only if payment is late by ___ Days boxes. If appropriate, enter credit card authorization information in the Credit Card/Type/Exp boxes.
7. Click Save.

1. On the Add/Change Class Members window, select the class member you want to change in the grid.
2. Revise any of the class or payment information as necessary.
3. Click Save.

1. On the Add/Change Class Members window, select the class member you want to remove in the grid.
2. Click Delete.

1. On the Scheduling window, right click on a class and click Add student to [class name]. The Pick Customer window displays.
2. Highlight a customer name (or, if necessary, create a new customer) and click Select. The Select Student window displays.
3. Highlight the name of the student you want to add (or, if necessary, create a new student) and click Select. The Add Student to Class window displays.
4. Enter payment information for this student using the Autopay, Type, and Only if payment is late by ___ Days boxes.
5. Click Save.