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
Importing Records
- Instructions for Filling the Service Import Template
- 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