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Records

Adding / Changing Records

  • Moving a Child Student to a New Family
  • Activating or Merging Pending Client Profiles
  • Updating Records Using Import Templates
  • Hiding the New Student/Employee Tag
  • Deleting an Employee
  • Activating Prospective Client Profiles
See all 28 articles

Importing Records

  • Import Payments Add-on
  • Instructions for Filling out the Custom Profile Field Template
  • Instructions for Filling Teacher & Staff Templates
  • Importing Employees
  • Instructions for Filling the Independent Student Template
  • Instructions for Filling the Family Student Template
See all 7 articles
Teachworks