Add Student to Class window
Purpose
Use this window to add a student to a scheduled class.
To access this window
On the Scheduling window, right-click on a class and click Add student to[class name].
Diagram
The following thumbnail illustrates the Add Student to Class window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
| Account Name | Displays the name on the customer account associated with the selected student. |
| Student Name | Displays the name of the student you are adding to the class. |
| Billing Type |
Displays the billing frequency or cycle for the class. You can update this value as necessary. |
| Rate | Displays the billing rate for the class. You can update this value if necessary. |
| Initial Pay | Enter a payment amount here if the student is paying for the class when you schedule it. When you save the class, the Customer Payments window displays where you can complete the payment and, if necessary, the next payment due date advances accordingly. |
| Autopay | Select this check box if fees for this student and class will be automatically charged to the customer. |
| Type |
Indicate if automatic payments are of type Credit Card or Bank Debit. Right-click and select Clear Auto Pay Type to clear your selection in this box. |
| Only if payment is late by _ Days |
Select this check box to indicate that fees are only automatically charged to a credit or debit card if payment is late by the number of days indicated in the Days box. This box is only used if the Autopay check box is also selected. |
| Credit Card/Type/Exp |
Displays credit card information (card number, card type, and expiration date) for automatic payments. These boxes only display if OpenEdge or Vantiv is selected in the Auto/Web Pay Gateway box on the Workstation window - CC tab. |
Buttons
| Item | Description |
|---|---|
| Edit |
Displays the Edit Credit Card window where you can swipe or enter credit card information. This button only displays if OpenEdge or Vantiv is selected in the Auto/Web Pay Gateway box on the Workstation window - CC tab. |
| Save |
Saves the class with the additional student. If the class maximum is already met, a message displays indicating that this student cannot be added. |
| Cancel |
Cancels any changes you've made and returns to the previous window. |
