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← Knowledge Base

  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 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. Assigning a Package to a Student

  27. Assigning Students to a Teacher

  28. Billing Methods

  29. Billing Process

  30. Breakdown Reports

  31. Bulk Invoice Payments

  32. Calculating & Recording Teacher Payments

  33. Calendar Changes & Invoices

  34. Calendar Feeds Add-on

  35. Calendar Lock Add-On

  36. Calendar Settings

  37. Cancellation Emails Add-On

  38. Cancelling Lessons

  39. Card Declined

  40. Change Log

  41. Changing Invoice Settings

  42. Changing the Administrator Username

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

  44. Checking Conflicts

  45. Clearing Your Browser's Cache

  46. Closing Your Account

  47. Color-Coding Lessons

  48. Completing Lessons

  49. Completing Lessons More Efficiently

  50. Connecting to Quickbooks

  51. Converting Independent Students to Family & Child Profiles

  52. Converting to Standard Subjects

  53. Copying Lessons

  54. Cost & Wage Premiums

  55. Cost & Wage Premiums

  56. Cost Override

  57. Creating a Credit Note

  58. Creating a Single Invoice

  59. Creating Multiple Invoices

  60. Crediting a Package

  61. Custom Enrollment Forms Add-on

  62. Custom Invoice Email Templates

  63. Custom Lesson Statuses Add-on

  64. Custom Profile Fields Add-on

  65. Customer Balances & Transactions

  66. Customer Billing Settings

  67. Customizing Notification Templates

  68. Customizing the Dashboard

  69. Dashboard

  70. Declined Transactions in Stripe

  71. Default Page

  72. Delete Employee Payment

  73. Deleting a Package

  74. Deleting a Payment

  75. Deleting a Student or Family

  76. Deleting a Student or Family - Link

  77. Deleting All Lessons on a Date

  78. Deleting Invoices

  79. Deleting Lessons

  80. Deleting Trial Information /Clear Out Data

  81. Directing Replies to Teachers

  82. Disabling a User Account

  83. Disconnecting from QuickBooks

  84. Display Teacher Contact in Client Accounts

  85. Editing Completed Lessons

  86. Editing Invoices

  87. Editing Lessons

  88. Editing Non-Teaching Events

  89. Email Add-on

  90. Emailing an Invoice

  91. Employee Availability

  92. Employee Calendar Feed Instructions

  93. Employee Profile Photos

  94. Employee Types

  95. Enabling & Disabling User Account Access

  96. Enabling Cookies in Your Browser

  97. Entering Your Billing Details

  98. Feature Discovery Widget

  99. Finding Inactive Students and Teachers

  100. Flagged Invoices

  101. Flat Fee Billing Method Overview

  102. Follow Up Add-on

  103. Full or Partial Refund of an Invoice

  104. Getting Employee Hours Data

  105. Getting Started

  106. Group Lessons

  107. Holidays

  108. How to Charge a Fee to a Customer

  109. Importing Employees

  110. Importing Students

  111. Incrementing Student Grade Levels

  112. Instructions for Filling Teacher & Staff Templates

  113. Instructions for Filling the Family Student Template

  114. Instructions for Filling the Independent Student Template

  115. Invoice Autopilot Add-On

  116. Invoice Lesson Description

  117. Invoice Lesson Units

  118. Invoice Numbering

  119. Invoice Settings

  120. Invoice Settings

  121. LaTeX Lesson Notes Add-On

  122. Lending Library Add-on

  123. Lesson Notes

  124. Lesson Reminders

  125. Lesson Requests Add-on

  126. Lesson Status

  127. Lesson Summary Report

  128. Lesson Title Auto-Fill

  129. Limiting Service Menu in Teacher Accounts

  130. Localization Settings

  131. Locations

  132. Logo

  133. Logout Redirect

  134. Mailchimp Integration

  135. Manual Lesson Reminders

  136. Master Accounts

  137. Mileage Tracking Add-On

  138. Navigating to Student & Parent Profiles for Teacher Accounts

  139. New Invoice Email

  140. Note & Communication Logs Add-on

  141. Notification Settings

  142. Notification Statuses

  143. Open Classes Add-on

  144. Overdue Invoice Email

  145. Overdue Invoice Reminders

  146. Package Balance Alerts Add-on

  147. Package Billing Method Overview

  148. Package Billing vs. Billing per Lesson

  149. Password

  150. Paying Invoices by Credit Card on behalf of Clients

  151. Paying Online

  152. Payment Processing

  153. Payment Received Email

  154. Pre-Filled Lesson Notes

  155. Printing Pages

  156. Printing the Calendar

  157. Profile Attachments Add-On

  158. Profile Note & Communication Logs

  159. Quickbooks Integration Guide

  160. Quickbooks Overview

  161. QuickBooks Sync Record Types

  162. Quickbooks Sync Settings

  163. Recording a Payment

  164. Recording Non-Hourly Compensation

  165. Refunding a Credit Note

  166. Refunding a Payment

  167. Remote Login Add-on

  168. Removing Packages

  169. Requesting More Than One Lesson

  170. Resending Welcome Emails & Account Confirmations

  171. Resetting Synced Records

  172. Results Tracking Add-On

  173. Reviewing Lesson Notes Before Sending

  174. Sales Tax Treatment for Global QuickBooks Users

  175. Schedule Confirmation Add-On

  176. Service List

  177. Setting a Different Notification Email Address

  178. Setting an Invoice Title

  179. Setting Date Format for Notifications

  180. Setting Default Sales Tax Label

  181. Setting Employee Lesson Wages

  182. Setting Employee Non-Teaching Wages

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

  184. Setting Lesson Costs

  185. Setting the Status for Multiple Lessons

  186. Setting Up Starting Balances

  187. Setting Up Starting Package Balances

  188. SMS Lesson Reminders

  189. SMS Prices

  190. SPF Records

  191. Stripe Integration

  192. Student Lesson Calculation

  193. Student Types

  194. Sub-Locations

  195. Subdomain

  196. Subjects

  197. Subscribing to Teachworks

  198. Switching From The Package Billing Method

  199. Syncing Multiple Teachworks Accounts to One Quickbooks Account

  200. Syncing to Quickbooks

  201. Task Add-on

  202. Teacher Payslip Email

  203. Teachworks Pricing

  204. Teachworks Referral Program

  205. Time Series Reports

  206. Tracking Locations & Classes in QuickBooks

  207. Tracking Non-Teaching Hours

  208. Tracking Teacher Hours

  209. Troubleshooting Email Lesson Reminders

  210. Troubleshooting SMS Reminders

  211. Unallocating a Credit Note from an Invoice

  212. Unallocating a Payment from an Invoice

  213. Updating Your Billing Details

  214. Upgrading or Downgrading Your Plan

  215. Using a Different Payment Processor

  216. Vehicle Manager Add-On

  217. View Uninvoiced Lessons

  218. Viewing Lesson Notes

  219. Viewing Sync Results

  220. Viewing Teacher Availability

  221. Viewing When a Lesson Was Completed

  222. Viewing Your Teachworks Subscription Billing History

  223. Voiding Invoices

  224. Wage & Cost Settings

  225. Wage Tiers

  226. Wage Tiers

  227. Website Booking Plugin

  228. Website Booking Plugin: Book A Lesson

  229. Website Booking Plugin: Join A Class

  230. Welcome Emails

  231. Work List

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