Admission Wizard

Admission Wizard

ADMISSION WIZARD

The Admission Wizard guides you through the process of managing student and family registrations, as well as preparing invoices.

Step 1: Tasks Overview

  • Upon accessing the admission wizard, you'll find four specific tasks:
    • Register a student
    • Register a family and link it with the student
    • Prepare the regular invoice for the family
    • Prepare recurring invoices for the family

Step 2: Registering a Student

  • Fill in all required information marked with red dots.
  • Toggle and activate the student portal.
  • Add an email for the creation of a student user, which will serve as the login for the student portal.

Step 3: Registering a Parent

  • Fill in all mandatory information marked with red stars.
  • Optionally, select a picture, add an additional emergency phone, and enter a mailing address.
  • Link the parent to the student's information.
  • Enter an email and click "Generate Password" to create an automatic password for the parent portal access or customize the password according to your choice


Step 4: Prepare a Regular Invoice

  • The initial part of the invoice will be automatically populated based on the data entered in previous steps.
  • Add payment terms according to the institution's stipulations.
  • Specify dates, student information, items to pay, taxes (if applicable), and any discounts.


Step 5: Prepare Recurring Invoice

  • The system will populate certain information automatically.
  • Verify the correctness of this information, including family and student details.
  • Specify the start and end dates for the invoice period.
  • Indicate the frequency at which the system should generate new invoices.
  • Payment terms will be automatically established based on institution policies, generating due dates and statuses accordingly.
  • Set the currency according to conditions and payment days.






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