How to Invite Clients to Complete Their Profile You can easily invite clients to complete their profile by following the steps below: Step 1: Navigate to Clients Step 2: Send Invitation Step 3: Choose Communication Channel Step 4: Client Action Click Save to complete the profile. The student/client will receive…

Verifying Manual Payments (Bank Transfer / QR Code) Under Sales → Pending Payments → Unverified, you can manage payments made through manual payment methods such as Bank Transfer or QR Code. How it works What you need to do Important Note Approval is required to confirm the payment and update…

Make transaction ID and Payment Screenshot mandatory when CONNECT app clients pay via bank transfer/UPI and manually enter details for academy confirmation.

When contacting a student or parent about pending payments, you can now record:

The Enquiry Call Status feature helps academies track and manage all incoming enquiries effectively. It ensures that every lead is properly followed up.From the Home page, under Quick Actions, click on Enquiries.Choose the enquirer who is ready to join your academy. 1.Call Status Options

1. Navigate to Class ScheduleFrom the Home page, navigate to Quick Actions and select Class Schedule to view all your class listings.2. Find the Class to Undo RescheduleFind the class you want to undo reschedule.3. Open the Options MenuClick the ⋮ (three dots) on the right side of the class listing.4. Choose Undo Reschedule Class5.Click on confirm…

You can set up a Late Fee to be added automatically when a client misses a payment deadline. How It Works: Settings You Can Configure:

Go to settings>Payments>Enable Autofill due date. Once you enable Auto-fill Due date You have Two choices: How to Set It: 2. Plan specific Due Date 1.Turn ON Auto-Fill Due Date2.Click the radio button next to Plan-Specific Due Date

If You want to use your own Email Account to Email clients, Click ON the toggle button.To set this up, enter the following information: Required Information Server Settings You’ll also need your email server details. If you don’t have them, your IT team or email provider can help you. ⚠️…

Use reminders to automatically notify clients about pending payments, upcoming renewals, or low session counts. How to Set Reminders:Go to Settings > Reminders to set up and manage all reminders. Payment ReminderSend pending payment reminders to Clients Send Via: When to send? Renewal ReminderAuto-remind Clients of upcoming expiry Send Via:…