All articles

  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 Online Error Messages

  171. Quickbooks Overview

  172. QuickBooks Sync Record Types

  173. Quickbooks Sync Settings

  174. Recording a Payment

  175. Recording Non-Hourly Compensation

  176. Refunding a Credit Note

  177. Refunding a Payment

  178. Remote Login Add-on

  179. Removing Packages

  180. Repertoire Tracker Add-On

  181. Requesting More Than One Lesson

  182. Resending Welcome Emails & Account Confirmations

  183. Resetting Synced Records

  184. Results Tracking Add-On

  185. Reviewing Lesson Notes Before Sending

  186. Sales Tax Treatment for Global QuickBooks Users

  187. Schedule Confirmation Add-On

  188. Scheduling Lessons with Multiple Teachers

  189. Service List

  190. Setting a Different Notification Email Address

  191. Setting an Invoice Title

  192. Setting Date Format for Notifications

  193. Setting Default Sales Tax Label

  194. Setting Employee Lesson Wages

  195. Setting Employee Non-Teaching Wages

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

  197. Setting Lesson Costs

  198. Setting the Status for Multiple Lessons

  199. Setting Up Starting Balances

  200. Setting Up Starting Package Balances

  201. SMS Lesson Reminders

  202. SMS Prices

  203. SPF Records

  204. Stripe Integration

  205. Student Groups Add-On

  206. Student Lesson Calculation

  207. Student Types

  208. Sub-Locations

  209. Subdomain

  210. Subjects

  211. Subscribing to Teachworks

  212. Switching From The Package Billing Method

  213. Syncing Multiple Teachworks Accounts to One Quickbooks Account

  214. Syncing to Quickbooks

  215. Task Add-on

  216. Teacher Payslip Email

  217. Teachworks API

  218. Teachworks App

  219. Teachworks Pricing

  220. Teachworks Referral Program

  221. Time Series Reports

  222. Tracking Locations & Classes in QuickBooks

  223. Tracking Non-Teaching Hours

  224. Tracking Teacher Hours

  225. Troubleshooting Email Lesson Reminders

  226. Troubleshooting SMS Reminders

  227. Unallocating a Credit Note from an Invoice

  228. Unallocating a Payment from an Invoice

  229. Unallocating Payments vs Deleting Payments

  230. Updating Your Billing Details

  231. Upgrading or Downgrading Your Plan

  232. User Account Types

  233. User Time Zones Add-On

  234. Using a Different Payment Processor

  235. Vehicle Manager Add-On

  236. Verifying Email Addresses For Sending

  237. View Uninvoiced Lessons

  238. Viewing Lesson Notes

  239. Viewing Sync Results

  240. Viewing Teacher Availability

  241. Viewing When a Lesson Was Completed

  242. Viewing Your Teachworks Subscription Billing History

  243. Voiding Invoices

  244. Wage & Cost Settings

  245. Wage Tiers

  246. Wage Tiers

  247. Website Booking Plugin

  248. Website Booking Plugin: Book A Lesson

  249. Website Booking Plugin: Join A Class

  250. Website Profiles Add-On

  251. Welcome Emails

  252. Welcome SMS Add-On

  253. Work List

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