John Thorpe New Customer Initial Training – topics covered

Business Setup / Venue Setup/ Court Setup / Email Setup

Questions: is signature supported ?
Can I import my database ? how to import contacts ?

• Contact search options
• Quick Search example – Mar ch

Class Setup. How to manually add classes.

• first the software needs to know the term date – date range setup and create a new one .
• you need to do this only once.
• secondly – coaches need to be set up
• using folders to create different Terms with classes inside the terms.
• Explain the use of programs to segregate and to create

– capacity
– Dates
– Fees per term
– fee due date is just a nomination and will not have any effect.
– Finally select courts

Adding Students

– illustrate the search if student is existing .
– adding new contacts.
-Generating invoices.
– invoice creating for one and many. Illustrate the group to existing invoice.
– clicking on print and showing how the invoice looks like.

Questions – if this kid has an individual lesson with me on a saturday . How do I add that to the existing invoice invoice?
– group to existing invoice
– will the address of the student be shown in the invoice ? .yes… it will pick it from the database . You do not need to type it in the invoice.