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 Credit Card Field to Enrollment Form

  12. Adding Employees

  13. Adding Lessons

  14. Adding Multiple Locations

  15. Adding Non-Teaching Events

  16. Adding Packages without Invoicing

  17. Adding Unavailability

  18. Adding Work Types

  19. Allocating Credit or Unallocated Payments to an Invoice

  20. Allowing Substitute Teachers to View Lesson Notes

  21. Applying Discounts

  22. Applying New Cost & Wages to Existing Lessons

  23. Applying Unallocated Payments to an Invoice

  24. Approve & Email Multiple Invoices at Once

  25. Assigning a Package to a Student

  26. Assigning Students to a Teacher

  27. Billing Methods

  28. Billing Process

  29. Breakdown Reports

  30. Calculating & Recording Teacher Payments

  31. Calendar Changes & Invoices

  32. Calendar Feeds Add-on

  33. Calendar Lock Add-On

  34. Calendar Settings

  35. Cancellation Emails Add-On

  36. Cancelling Lessons

  37. Card Declined

  38. Change Log

  39. Changing Invoice Settings

  40. Changing the Administrator Username

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

  42. Checking Conflicts

  43. Clearing Your Browser's Cache

  44. Closing Your Account

  45. Color-Coding Lessons

  46. Completing Lessons

  47. Completing Lessons More Efficiently

  48. Connecting to Quickbooks

  49. Converting Independent Students to Family & Child Profiles

  50. Converting to Standard Subjects

  51. Copying Lessons

  52. Cost & Wage Premiums

  53. Cost & Wage Premiums

  54. Cost Override

  55. Creating a Credit Note

  56. Creating a Single Invoice

  57. Creating Multiple Invoices

  58. Crediting a Package

  59. Custom Enrollment Forms Add-on

  60. Custom Invoice Email Templates

  61. Custom Lesson Statuses Add-on

  62. Custom Profile Fields Add-on

  63. Customer Balances & Transactions

  64. Customer Billing Settings

  65. Customizing Notification Templates

  66. Customizing the Dashboard

  67. Dashboard

  68. Declined Transactions in Stripe

  69. Default Page

  70. Delete Employee Payment

  71. Deleting a Package

  72. Deleting a Payment

  73. Deleting a Student or Family

  74. Deleting a Student or Family - Link

  75. Deleting All Lessons on a Date

  76. Deleting Invoices

  77. Deleting Lessons

  78. Deleting Trial Information /Clear Out Data

  79. Directing Replies to Teachers

  80. Disabling a User Account

  81. Disconnecting from QuickBooks

  82. Display Teacher Contact in Client Accounts

  83. Editing Completed Lessons

  84. Editing Invoices

  85. Editing Lessons

  86. Editing Non-Teaching Events

  87. Email Add-on

  88. Emailing an Invoice

  89. Employee Availability

  90. Employee Calendar Feed Instructions

  91. Employee Profile Photos

  92. Employee Types

  93. Enabling & Disabling User Account Access

  94. Enabling Cookies in Your Browser

  95. Entering Your Billing Details

  96. Feature Discovery Widget

  97. Finding Inactive Students and Teachers

  98. Flagged Invoices

  99. Flat Fee Billing Method Overview

  100. Follow Up Add-on

  101. Full or Partial Refund of an Invoice

  102. Getting Employee Hours Data

  103. Getting Started

  104. Group Lessons

  105. Holidays

  106. How to Charge a Fee to a Customer

  107. Importing Employees

  108. Importing Students

  109. Incrementing Student Grade Levels

  110. Instructions for Filling Teacher & Staff Templates

  111. Instructions for Filling the Family Student Template

  112. Instructions for Filling the Independent Student Template

  113. Invoice Autopilot Add-On

  114. Invoice Lesson Description

  115. Invoice Lesson Units

  116. Invoice Numbering

  117. Invoice Settings

  118. Invoice Settings

  119. Lending Library Add-on

  120. Lesson Enrollments Add-on

  121. Lesson Notes

  122. Lesson Reminders

  123. Lesson Requests Add-on

  124. Lesson Status

  125. Lesson Summary Report

  126. Lesson Title Auto-Fill

  127. Limiting Service Menu in Teacher Accounts

  128. Localization Settings

  129. Locations

  130. Logo

  131. Logout Redirect

  132. Mailchimp Integration

  133. Manual Lesson Reminders

  134. Master Accounts

  135. Mileage Tracking Add-On

  136. Navigating to Student & Parent Profiles for Teacher Accounts

  137. New Invoice Email

  138. Note & Communication Logs Add-on

  139. Notification Settings

  140. Notification Statuses

  141. Overdue Invoice Email

  142. Overdue Invoice Reminders

  143. Package Balance Alerts Add-on

  144. Package Billing Method Overview

  145. Package Billing vs. Billing per Lesson

  146. Password

  147. Paying Invoices by Credit Card on behalf of Clients

  148. Paying Online

  149. Payment Processing

  150. Payment Received Email

  151. Pre-Filled Lesson Notes

  152. Printing Pages

  153. Printing the Calendar

  154. Profile Attachments Add-On

  155. Profile Note & Communication Logs

  156. Quickbooks Integration Guide

  157. Quickbooks Overview

  158. QuickBooks Sync Record Types

  159. Quickbooks Sync Settings

  160. Recording a Payment

  161. Recording Non-Hourly Compensation

  162. Refunding a Credit Note

  163. Refunding a Payment

  164. Remote Login Add-on

  165. Removing Packages

  166. Requesting More Than One Lesson

  167. Resending Welcome Emails & Account Confirmations

  168. Resetting Synced Records

  169. Resetting Synced Records

  170. Results Tracking Add-On

  171. Reviewing Lesson Notes Before Sending

  172. Sales Tax Treatment for Global QuickBooks Users

  173. Schedule Confirmation Add-On

  174. Service List

  175. Setting a Different Notification Email Address

  176. Setting an Invoice Title

  177. Setting Date Format for Notifications

  178. Setting Default Sales Tax Label

  179. Setting Employee Lesson Wages

  180. Setting Employee Non-Teaching Wages

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

  182. Setting Lesson Costs

  183. Setting the Status for Multiple Lessons

  184. Setting Up Starting Balances

  185. Setting Up Starting Package Balances

  186. SMS Lesson Reminders

  187. SMS Prices

  188. SPF Records

  189. Stripe Integration

  190. Student Lesson Calculation

  191. Student Types

  192. Sub-Locations

  193. Subdomain

  194. Subjects

  195. Subscribing to Teachworks

  196. Switching From The Package Billing Method

  197. Syncing Multiple Teachworks Accounts to One Quickbooks Account

  198. Syncing to Quickbooks

  199. Task Add-on

  200. Teacher Payslip Email

  201. Teachworks Pricing

  202. Teachworks Referral Program

  203. Time Series Reports

  204. Tracking Locations & Classes in QuickBooks

  205. Tracking Non-Teaching Hours

  206. Tracking Teacher Hours

  207. Unallocating a Credit Note from an Invoice

  208. Unallocating a Payment from an Invoice

  209. Updating Your Billing Details

  210. Upgrading or Downgrading Your Plan

  211. Using a Different Payment Processor

  212. Vehicle Manager Add-On

  213. View Uninvoiced Lessons

  214. Viewing Lesson Notes

  215. Viewing Sync Results

  216. Viewing Teacher Availability

  217. Viewing When a Lesson Was Completed

  218. Viewing Your Teachworks Subscription Billing History

  219. Voiding Invoices

  220. Wage & Cost Settings

  221. Wage Tiers

  222. Wage Tiers

  223. Welcome Emails

  224. Work List

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