All articles

  1. Account Permissions

  2. Account Types

  3. Adding a Contact to a Family

  4. Adding a Credit Card Field to Custom Forms Add-On

  5. Adding a Family

  6. Adding a Package

  7. Adding a Repeating Lesson

  8. Adding a Student to a Family

  9. Adding an Admin as a Teacher

  10. Adding an Independent Student

  11. Adding Credit Card Field to Enrollment Form

  12. Adding Employees

  13. Adding Lessons

  14. Adding Non-Teaching Events

  15. Adding Packages without Invoicing

  16. Adding Unavailability

  17. Adding Work Types

  18. Allocating Credit or Unallocated Payments to an Invoice

  19. Allowing Substitute Teachers to View Lesson Notes

  20. Applying Discounts

  21. Applying New Cost & Wages to Existing Lessons

  22. Applying Unallocated Payments to an Invoice

  23. Approve & Email Multiple Invoices at Once

  24. Assigning a Package to a Student

  25. Assigning Students to a Teacher

  26. Billing Methods

  27. Billing Process

  28. Breakdown Reports

  29. Calculating & Recording Teacher Payments

  30. Calendar Changes & Invoices

  31. Calendar Feeds Add-on

  32. Calendar Lock Add-On

  33. Calendar Settings

  34. Cancellation Emails Add-On

  35. Cancelling Lessons

  36. Card Declined

  37. Change Log

  38. Changing Invoice Settings

  39. Changing the Status for Multiple Students, Families or Employees

  40. Checking Conflicts

  41. Clearing Your Browser's Cache

  42. Closing Your Account

  43. Color-Coding Lessons

  44. Completing Lessons

  45. Completing Lessons More Efficiently

  46. Connecting to Quickbooks

  47. Converting Independent Students to Family & Child Profiles

  48. Converting to Standard Subjects

  49. Copying Lessons

  50. Cost & Wage Premiums

  51. Cost & Wage Premiums

  52. Cost Override

  53. Creating a Credit Note

  54. Creating a Single Invoice

  55. Creating Multiple Invoices

  56. Crediting a Package

  57. Custom Enrollment Forms Add-on

  58. Custom Invoice Email Templates

  59. Custom Lesson Statuses Add-on

  60. Custom Profile Fields Add-on

  61. Customer Balances & Transactions

  62. Customer Billing Settings

  63. Customizing Notification Templates

  64. Customizing the Dashboard

  65. Dashboard

  66. Declined Transactions in Stripe

  67. Default Page

  68. Delete Employee Payment

  69. Deleting a Package

  70. Deleting a Payment

  71. Deleting a Student or Family

  72. Deleting a Student or Family - Link

  73. Deleting All Lessons on a Date

  74. Deleting Invoices

  75. Deleting Lessons

  76. Deleting Trial Information /Clear Out Data

  77. Directing Replies to Teachers

  78. Disabling a User Account

  79. Disconnecting from QuickBooks

  80. Display Teacher Contact in Client Accounts

  81. Editing Completed Lessons

  82. Editing Invoices

  83. Editing Lessons

  84. Editing Non-Teaching Events

  85. Email Add-on

  86. Emailing an Invoice

  87. Employee Availability

  88. Employee Calendar Feed Instructions

  89. Employee Profile Photos

  90. Employee Types

  91. Enabling & Disabling User Account Access

  92. Enabling Cookies in Your Browser

  93. Entering Your Billing Details

  94. Feature Discovery Widget

  95. Finding Inactive Students and Teachers

  96. Flat Fee Billing Method Overview

  97. Follow Up Add-on

  98. Full or Partial Refund of an Invoice

  99. Getting Employee Hours Data

  100. Getting Started

  101. Group Lessons

  102. Holidays

  103. How to add multiple locations

  104. How to Charge a Fee to a Customer

  105. Importing Employees

  106. Importing Students

  107. Incrementing Student Grade Levels

  108. Instructions for Filling Teacher & Staff Templates

  109. Instructions for Filling the Family Student Template

  110. Instructions for Filling the Independent Student Template

  111. Invoice Autopilot Add-On

  112. Invoice Lesson Units

  113. Invoice Numbering

  114. Invoice Settings

  115. Invoice Settings

  116. Lending Library Add-on

  117. Lesson Enrollments Add-on

  118. Lesson Notes

  119. Lesson Reminders

  120. Lesson Requests Add-on

  121. Lesson Status

  122. Lesson Summary Report

  123. Lesson Title Auto-Fill

  124. Limiting Service Menu in Teacher Accounts

  125. Localization Settings

  126. Locations

  127. Logo

  128. Logout Redirect

  129. Mailchimp Integration

  130. Manual Lesson Reminders

  131. Master Accounts

  132. Mileage Tracking Add-On

  133. Navigating to Student & Parent Profiles for Teacher Accounts

  134. New Invoice Email

  135. Note & Communication Logs Add-on

  136. Notification Settings

  137. Notification Statuses

  138. Overdue Invoice Email

  139. Overdue Invoice Reminders

  140. Package Balance Alerts Add-on

  141. Package Billing Method Overview

  142. Package Billing vs. Billing per Lesson

  143. Password

  144. Paying Invoices by Credit Card on behalf of Clients

  145. Paying Online

  146. Payment Processing

  147. Payment Received Email

  148. Pre-Filled Lesson Notes

  149. Printing Pages

  150. Printing the Calendar

  151. Profile Attachments Add-On

  152. Quickbooks Integration Guide

  153. Quickbooks Overview

  154. QuickBooks Sync Record Types

  155. Quickbooks Sync Settings

  156. Recording a Payment

  157. Recording Non-Hourly Compensation

  158. Refunding a Credit Note

  159. Refunding a Payment

  160. Remote Login Add-on

  161. Removing Packages

  162. Requesting More Than One Lesson

  163. Resending Welcome Emails & Account Confirmations

  164. Resetting Synced Records

  165. Resetting Synced Records

  166. Results Tracking Add-On

  167. Reviewing Lesson Notes Before Sending

  168. Sales Tax Treatment for Global QuickBooks Users

  169. Schedule Confirmation Add-On

  170. Service List

  171. Setting a Different Notification Email Address

  172. Setting an Invoice Title

  173. Setting Date Format for Notifications

  174. Setting Default Sales Tax Label

  175. Setting Employee Lesson Wages

  176. Setting Employee Non-Teaching Wages

  177. Setting Hourly Cost for Lessons Longer or Shorter than One Hour

  178. Setting Lesson Costs

  179. Setting the Status for Multiple Lessons

  180. Setting Up Starting Balances

  181. Setting Up Starting Package Balances

  182. SMS Lesson Reminders

  183. SMS Prices

  184. SPF Records

  185. Stripe Integration

  186. Student Lesson Calculation

  187. Student Profile Note & Communication Logs

  188. Student Types

  189. Sub-Locations

  190. Subdomain

  191. Subjects

  192. Subscribing to Teachworks

  193. Switching From The Package Billing Method

  194. Syncing Multiple Teachworks Accounts to One Quickbooks Account

  195. Syncing to Quickbooks

  196. Task Add-on

  197. Teacher Payslip Email

  198. Teachworks Pricing

  199. Teachworks Referral Program

  200. Time Series Reports

  201. Tracking Locations & Classes in QuickBooks

  202. Tracking Non-Teaching Hours

  203. Tracking Teacher Hours

  204. Unallocating a Credit Note from an Invoice

  205. Unallocating a Payment from an Invoice

  206. Updating Your Billing Details

  207. Upgrading or Downgrading Your Plan

  208. Using a Different Payment Processor

  209. Vehicle Manager Add-On

  210. View Uninvoiced Lessons

  211. Viewing Lesson Notes

  212. Viewing Sync Results

  213. Viewing Teacher Availability

  214. Viewing Your Teachworks Subscription Billing History

  215. Voiding Invoices

  216. Wage & Cost Settings

  217. Wage Tiers

  218. Wage Tiers

  219. Welcome Emails

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