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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. Location Links Add-On

  132. Locations

  133. Logo

  134. Logout Redirect

  135. Mailchimp Integration

  136. Manual Lesson Reminders

  137. Master Accounts

  138. Mileage Tracking Add-On

  139. Navigating to Student & Parent Profiles for Teacher Accounts

  140. New Invoice Email

  141. Note & Communication Logs Add-on

  142. Notification Settings

  143. Notification Statuses

  144. Open Classes Add-on

  145. Overdue Invoice Email

  146. Overdue Invoice Reminders

  147. Package Balance Alerts Add-on

  148. Package Billing Method Overview

  149. Package Billing vs. Billing per Lesson

  150. Password

  151. Paying Invoices by Credit Card on behalf of Clients

  152. Paying Online

  153. Payment Processing

  154. Payment Received Email

  155. Pre-Filled Lesson Notes

  156. Printing Pages

  157. Printing the Calendar

  158. Profile Attachments Add-On

  159. Profile Note & Communication Logs

  160. Quickbooks Integration Guide

  161. Quickbooks Overview

  162. QuickBooks Sync Record Types

  163. Quickbooks Sync Settings

  164. Recording a Payment

  165. Recording Non-Hourly Compensation

  166. Refunding a Credit Note

  167. Refunding a Payment

  168. Remote Login Add-on

  169. Removing Packages

  170. Requesting More Than One Lesson

  171. Resending Welcome Emails & Account Confirmations

  172. Resetting Synced Records

  173. Results Tracking Add-On

  174. Reviewing Lesson Notes Before Sending

  175. Sales Tax Treatment for Global QuickBooks Users

  176. Schedule Confirmation Add-On

  177. Service List

  178. Setting a Different Notification Email Address

  179. Setting an Invoice Title

  180. Setting Date Format for Notifications

  181. Setting Default Sales Tax Label

  182. Setting Employee Lesson Wages

  183. Setting Employee Non-Teaching Wages

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

  185. Setting Lesson Costs

  186. Setting the Status for Multiple Lessons

  187. Setting Up Starting Balances

  188. Setting Up Starting Package Balances

  189. SMS Lesson Reminders

  190. SMS Prices

  191. SPF Records

  192. Stripe Integration

  193. Student Lesson Calculation

  194. Student Types

  195. Sub-Locations

  196. Subdomain

  197. Subjects

  198. Subscribing to Teachworks

  199. Switching From The Package Billing Method

  200. Syncing Multiple Teachworks Accounts to One Quickbooks Account

  201. Syncing to Quickbooks

  202. Task Add-on

  203. Teacher Payslip Email

  204. Teachworks Pricing

  205. Teachworks Referral Program

  206. Time Series Reports

  207. Tracking Locations & Classes in QuickBooks

  208. Tracking Non-Teaching Hours

  209. Tracking Teacher Hours

  210. Troubleshooting Email Lesson Reminders

  211. Troubleshooting SMS Reminders

  212. Unallocating a Credit Note from an Invoice

  213. Unallocating a Payment from an Invoice

  214. Updating Your Billing Details

  215. Upgrading or Downgrading Your Plan

  216. User Time Zones Add-On

  217. Using a Different Payment Processor

  218. Vehicle Manager Add-On

  219. View Uninvoiced Lessons

  220. Viewing Lesson Notes

  221. Viewing Sync Results

  222. Viewing Teacher Availability

  223. Viewing When a Lesson Was Completed

  224. Viewing Your Teachworks Subscription Billing History

  225. Voiding Invoices

  226. Wage & Cost Settings

  227. Wage Tiers

  228. Wage Tiers

  229. Website Booking Plugin

  230. Website Booking Plugin: Book A Lesson

  231. Website Booking Plugin: Join A Class

  232. Welcome Emails

  233. Welcome SMS Add-On

  234. Work List

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