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← Knowledge Base

  1. Account Permissions

  2. Adding a Contact to a Family

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

  4. Adding a Family

  5. Adding a Package

  6. Adding a Repeating Lesson

  7. Adding a Student to a Family

  8. Adding an Admin as a Teacher

  9. Adding an Independent Student

  10. Adding and Approving Teacher Bios

  11. Adding Credit Card Details to Client Profiles

  12. Adding Credit Card Field to Enrollment Form

  13. Adding Employees

  14. Adding Lessons

  15. Adding Multiple Locations

  16. Adding Non-Teaching Events

  17. Adding Packages without Invoicing

  18. Adding Unavailability

  19. Adding Work Types

  20. Allocating Credit or Unallocated Payments to an Invoice

  21. Allowing Substitute Teachers to View Lesson Notes

  22. Applying Discounts

  23. Applying New Cost & Wages to Existing Lessons

  24. Applying Unallocated Payments to an Invoice

  25. Approve & Email Multiple Invoices at Once

  26. Archiving Services

  27. Assigning a Package to a Student

  28. Assigning Students to a Teacher

  29. Billing Methods

  30. Billing Process

  31. Breakdown Reports

  32. Bulk Invoice Payments

  33. Calculating & Recording Teacher Payments

  34. Calendar Changes & Invoices

  35. Calendar Feeds Add-on

  36. Calendar Lock Add-On

  37. Calendar Settings

  38. Cancellation Emails Add-On

  39. Cancelling Lessons

  40. Card Declined

  41. Change Log

  42. Changing Invoice Settings

  43. Changing the Administrator Username

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

  45. Checking Conflicts

  46. Clearing Your Browser's Cache

  47. Closing Your Account

  48. Color-Coding Lessons

  49. Completing Lessons

  50. Completing Lessons More Efficiently

  51. Connecting to Quickbooks

  52. Converting Independent Students to Family & Child Profiles

  53. Converting to Standard Subjects

  54. Copying Lessons

  55. Cost & Wage Premiums

  56. Cost & Wage Premiums

  57. Cost Override

  58. Creating a Credit Note

  59. Creating a Single Invoice

  60. Creating Courses

  61. Creating Multiple Invoices

  62. Crediting a Package

  63. Custom Enrollment Forms Add-on

  64. Custom Invoice Email Templates

  65. Custom Lesson Statuses Add-on

  66. Custom Profile Fields Add-on

  67. Customer Balances & Transactions

  68. Customer Billing Settings

  69. Customizing Notification Templates

  70. Customizing the Dashboard

  71. Dashboard

  72. Declined Transactions in Stripe

  73. Default Page

  74. Delete Employee Payment

  75. Deleting a Package

  76. Deleting a Payment

  77. Deleting a Student or Family

  78. Deleting All Lessons on a Date

  79. Deleting Invoices

  80. Deleting Lessons

  81. Deleting Trial Information /Clear Out Data

  82. Directing Replies to Teachers

  83. Disabling a User Account

  84. Disconnecting from QuickBooks

  85. Display Teacher Contact in Client Accounts

  86. Editing Completed Lessons

  87. Editing Invoices

  88. Editing Lessons

  89. Editing Non-Teaching Events

  90. Email Add-on

  91. Emailing an Invoice

  92. Employee Availability

  93. Employee Calendar Feed Instructions

  94. Employee Profile Photos

  95. Employee Types

  96. Enabling & Disabling User Account Access

  97. Enabling Cookies in Your Browser

  98. Enhanced Lesson Completion Add-On

  99. Entering Your Billing Details

  100. Feature Discovery Widget

  101. Finding Inactive Students and Teachers

  102. Flagged Invoices

  103. Flat Fee Billing Method Overview

  104. Follow Up Add-on

  105. Full or Partial Refund of an Invoice

  106. Getting Employee Hours Data

  107. Getting Started

  108. Group Lessons

  109. Holidays

  110. How to Charge a Fee to a Customer

  111. How to Download Employee Payslips

  112. How to Record a Bounced Check

  113. Importing Employees

  114. Importing Students

  115. Incrementing Student Grade Levels

  116. Instructions for Filling Teacher & Staff Templates

  117. Instructions for Filling the Family Student Template

  118. Instructions for Filling the Independent Student Template

  119. Internal and Shared Notes Templates

  120. Invoice Autopilot Add-On

  121. Invoice Lesson Description

  122. Invoice Lesson Units

  123. Invoice Numbering

  124. Invoice Settings

  125. Invoice Settings

  126. Last Lesson Report

  127. LaTeX Lesson Notes Add-On

  128. Lending Library Add-on

  129. Lesson Notes

  130. Lesson Reminders

  131. Lesson Requests Add-on

  132. Lesson Status

  133. Lesson Summary Report

  134. Lesson Title Auto-Fill

  135. Limiting Service Menu in Teacher Accounts

  136. Localization Settings

  137. Location Links Add-On

  138. Locations

  139. Logo

  140. Logout Redirect

  141. Mailchimp Integration

  142. Manual Lesson Reminders

  143. Master Accounts

  144. Mileage Tracking Add-On

  145. Navigating to Student & Parent Profiles for Teacher Accounts

  146. New Invoice Email

  147. Note & Communication Logs Add-on

  148. Notification Settings

  149. Notification Statuses

  150. Open Classes Add-on

  151. Overdue Invoice Email

  152. Overdue Invoice Reminders

  153. Package Balance Alerts Add-on

  154. Package Balances

  155. Package Billing Method Overview

  156. Package Billing vs. Billing per Lesson

  157. Package Settings

  158. Password

  159. Paying Invoices by Credit Card on behalf of Clients

  160. Paying Online

  161. Payment Processing

  162. Payment Received Email

  163. Pre-Filled Lesson Notes

  164. Printing Pages

  165. Printing the Calendar

  166. Profile Attachments Add-On

  167. Profile Note & Communication Logs

  168. Quickbooks Integration Guide

  169. QuickBooks Multiple Locations

  170. Quickbooks Overview

  171. QuickBooks Sync Record Types

  172. Quickbooks Sync Settings

  173. Recording a Payment

  174. Recording Non-Hourly Compensation

  175. Refunding a Credit Note

  176. Refunding a Payment

  177. Remote Login Add-on

  178. Removing Packages

  179. Repertoire Tracker Add-On

  180. Requesting More Than One Lesson

  181. Resending Welcome Emails & Account Confirmations

  182. Resetting Synced Records

  183. Results Tracking Add-On

  184. Reviewing Lesson Notes Before Sending

  185. Sales Tax Treatment for Global QuickBooks Users

  186. Schedule Confirmation Add-On

  187. Scheduling Lessons with Multiple Teachers

  188. Service List

  189. Setting a Different Notification Email Address

  190. Setting an Invoice Title

  191. Setting Date Format for Notifications

  192. Setting Default Sales Tax Label

  193. Setting Employee Lesson Wages

  194. Setting Employee Non-Teaching Wages

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

  196. Setting Lesson Costs

  197. Setting the Status for Multiple Lessons

  198. Setting Up Starting Balances

  199. Setting Up Starting Package Balances

  200. SMS Lesson Reminders

  201. SMS Prices

  202. SPF Records

  203. Stripe Integration

  204. Student Groups Add-On

  205. Student Lesson Calculation

  206. Student Types

  207. Sub-Locations

  208. Subdomain

  209. Subjects

  210. Subscribing to Teachworks

  211. Switching From The Package Billing Method

  212. Syncing Multiple Teachworks Accounts to One Quickbooks Account

  213. Syncing to Quickbooks

  214. Task Add-on

  215. Teacher Payslip Email

  216. Teachworks API

  217. Teachworks App

  218. Teachworks Pricing

  219. Teachworks Referral Program

  220. Time Series Reports

  221. Tracking Locations & Classes in QuickBooks

  222. Tracking Non-Teaching Hours

  223. Tracking Teacher Hours

  224. Troubleshooting Email Lesson Reminders

  225. Troubleshooting SMS Reminders

  226. Unallocating a Credit Note from an Invoice

  227. Unallocating a Payment from an Invoice

  228. Unallocating Payments vs Deleting Payments

  229. Updating Your Billing Details

  230. Upgrading or Downgrading Your Plan

  231. User Account Types

  232. User Time Zones Add-On

  233. Using a Different Payment Processor

  234. Vehicle Manager Add-On

  235. Verifying Email Addresses For Sending

  236. View Uninvoiced Lessons

  237. Viewing Lesson Notes

  238. Viewing Sync Results

  239. Viewing Teacher Availability

  240. Viewing When a Lesson Was Completed

  241. Viewing Your Teachworks Subscription Billing History

  242. Voiding Invoices

  243. Wage & Cost Settings

  244. Wage Tiers

  245. Wage Tiers

  246. Website Booking Plugin

  247. Website Booking Plugin: Book A Lesson

  248. Website Booking Plugin: Join A Class

  249. Website Profiles Add-On

  250. Welcome Emails

  251. Welcome SMS Add-On

  252. Work List

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