Adding a Student/Member to a Class

There are two methods to add member/s to a Class. Which one you use depends on how many students you are adding although either method can be used in either situation its just that these are the ways that are easiest in that particular situation.

1. To add a single student to a class

Open the Member's record in the Member List and click on the Classes tab at the top of the form

Select the Class to which you want to add the member and check the box

If there is a charge for the class a pop up will come up giving you options to either select a payment choice, not create an invoice or to send a payment request.

If you click one of the payment amounts then it will create an invoice but will not email it (see note below). If you click the send payment request option it will create the invoice and email it. If you select no invoice then no invoice will be created. Click which option you require.

Note: If you choose one of the payment methods it will create an invoice but it will not email the invoice out. We do it this way because if you intend adding them to other classes the member usually prefers to get one single invoice with all class charges on it which they can pay in one transaction rather than having to do multiple transactions to pay for multiple classes.

2. To add multiple students to a class

If you have a number of students you can do each one as per 1. above but it may be quicker and easier to highlight the class in the class list and click the Enrolled Students button then click Add and select all the students you wish to add. Each time you click a student will see a pop up asking you which payment option you wish to select. If there is more than one payment option then the only option which will result in an invoice is the Send Payment Request option.

Removing a student from a class

If you remove a student from a class and they have an unpaid invoice, that invoice will be deleted. If the invoice is paid you will need to ascertain whether the member requires a credit or a refund and process accordingly.