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 and Approving Teacher Bios

  12. Adding Credit Card Details to Client Profiles

  13. Adding Credit Card Field to Enrollment Form

  14. Adding Employees

  15. Adding Lessons

  16. Adding Multiple Locations

  17. Adding Non-Teaching Events

  18. Adding Packages without Invoicing

  19. Adding Unavailability

  20. Adding Work Types

  21. Allocating Credit or Unallocated Payments to an Invoice

  22. Allowing Substitute Teachers to View Lesson Notes

  23. Applying Discounts

  24. Applying New Cost & Wages to Existing Lessons

  25. Applying Unallocated Payments to an Invoice

  26. Approve & Email Multiple Invoices at Once

  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 a Student or Family - Link

  79. Deleting All Lessons on a Date

  80. Deleting Invoices

  81. Deleting Lessons

  82. Deleting Trial Information /Clear Out Data

  83. Directing Replies to Teachers

  84. Disabling a User Account

  85. Disconnecting from QuickBooks

  86. Display Teacher Contact in Client Accounts

  87. Editing Completed Lessons

  88. Editing Invoices

  89. Editing Lessons

  90. Editing Non-Teaching Events

  91. Email Add-on

  92. Emailing an Invoice

  93. Employee Availability

  94. Employee Calendar Feed Instructions

  95. Employee Profile Photos

  96. Employee Types

  97. Enabling & Disabling User Account Access

  98. Enabling Cookies in Your Browser

  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. Importing Employees

  113. Importing Students

  114. Incrementing Student Grade Levels

  115. Instructions for Filling Teacher & Staff Templates

  116. Instructions for Filling the Family Student Template

  117. Instructions for Filling the Independent Student Template

  118. Invoice Autopilot Add-On

  119. Invoice Lesson Description

  120. Invoice Lesson Units

  121. Invoice Numbering

  122. Invoice Settings

  123. Invoice Settings

  124. LaTeX Lesson Notes Add-On

  125. Lending Library Add-on

  126. Lesson Notes

  127. Lesson Reminders

  128. Lesson Requests Add-on

  129. Lesson Status

  130. Lesson Summary Report

  131. Lesson Title Auto-Fill

  132. Limiting Service Menu in Teacher Accounts

  133. Localization Settings

  134. Location Links Add-On

  135. Locations

  136. Logo

  137. Logout Redirect

  138. Mailchimp Integration

  139. Manual Lesson Reminders

  140. Master Accounts

  141. Mileage Tracking Add-On

  142. Navigating to Student & Parent Profiles for Teacher Accounts

  143. New Invoice Email

  144. Note & Communication Logs Add-on

  145. Notification Settings

  146. Notification Statuses

  147. Open Classes Add-on

  148. Overdue Invoice Email

  149. Overdue Invoice Reminders

  150. Package Balance Alerts Add-on

  151. Package Billing Method Overview

  152. Package Billing vs. Billing per Lesson

  153. Package Settings

  154. Password

  155. Paying Invoices by Credit Card on behalf of Clients

  156. Paying Online

  157. Payment Processing

  158. Payment Received Email

  159. Pre-Filled Lesson Notes

  160. Printing Pages

  161. Printing the Calendar

  162. Profile Attachments Add-On

  163. Profile Note & Communication Logs

  164. Quickbooks Integration Guide

  165. Quickbooks Overview

  166. QuickBooks Sync Record Types

  167. Quickbooks Sync Settings

  168. Recording a Payment

  169. Recording Non-Hourly Compensation

  170. Refunding a Credit Note

  171. Refunding a Payment

  172. Remote Login Add-on

  173. Removing Packages

  174. Requesting More Than One Lesson

  175. Resending Welcome Emails & Account Confirmations

  176. Resetting Synced Records

  177. Results Tracking Add-On

  178. Reviewing Lesson Notes Before Sending

  179. Sales Tax Treatment for Global QuickBooks Users

  180. Schedule Confirmation Add-On

  181. Scheduling Lessons with Multiple Teachers

  182. Service List

  183. Setting a Different Notification Email Address

  184. Setting an Invoice Title

  185. Setting Date Format for Notifications

  186. Setting Default Sales Tax Label

  187. Setting Employee Lesson Wages

  188. Setting Employee Non-Teaching Wages

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

  190. Setting Lesson Costs

  191. Setting the Status for Multiple Lessons

  192. Setting Up Starting Balances

  193. Setting Up Starting Package Balances

  194. SMS Lesson Reminders

  195. SMS Prices

  196. SPF Records

  197. Stripe Integration

  198. Student Lesson Calculation

  199. Student Types

  200. Sub-Locations

  201. Subdomain

  202. Subjects

  203. Subscribing to Teachworks

  204. Switching From The Package Billing Method

  205. Syncing Multiple Teachworks Accounts to One Quickbooks Account

  206. Syncing to Quickbooks

  207. Task Add-on

  208. Teacher Payslip Email

  209. Teachworks App

  210. Teachworks Pricing

  211. Teachworks Referral Program

  212. Time Series Reports

  213. Tracking Locations & Classes in QuickBooks

  214. Tracking Non-Teaching Hours

  215. Tracking Teacher Hours

  216. Troubleshooting Email Lesson Reminders

  217. Troubleshooting SMS Reminders

  218. Unallocating a Credit Note from an Invoice

  219. Unallocating a Payment from an Invoice

  220. Unallocating Payments vs Deleting Payments

  221. Updating Your Billing Details

  222. Upgrading or Downgrading Your Plan

  223. User Time Zones Add-On

  224. Using a Different Payment Processor

  225. Vehicle Manager Add-On

  226. View Uninvoiced Lessons

  227. Viewing Lesson Notes

  228. Viewing Sync Results

  229. Viewing Teacher Availability

  230. Viewing When a Lesson Was Completed

  231. Viewing Your Teachworks Subscription Billing History

  232. Voiding Invoices

  233. Wage & Cost Settings

  234. Wage Tiers

  235. Wage Tiers

  236. Website Booking Plugin

  237. Website Booking Plugin: Book A Lesson

  238. Website Booking Plugin: Join A Class

  239. Welcome Emails

  240. Welcome SMS Add-On

  241. Work List

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