Enrollment Process
If you found this video helpful, check out these other resources!
Related Articles
How do I cast an existing client that migrated over from the Big Apple with no allocation of hours?
Although BANG does not allow for you to cast a non-allocated enrollment, you do have the option to close the enrollment and reopen a new one with allocated hours (by student or by subject) in order to cast. In the top menu, go to Client Care > ...BANG: Re-Enrollment Process
Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...Adding a Payment
In the top right-hand menu click on the magnifying glass icon to use Quick Search Type the client’s name Click the magnifying glass icon again Scroll down to the list of Leads/Clients and click the Account Summary icon Scroll down to the ACTIVE ...Enrolling a Client
Hover over Lead to Consult and click on Leads. Click on the Add Enrollment Icon and it will take you to the Enrollment Form. (You can also access the Enrollment Form from the Student Profile Detail screen) The information we entered in the Lead Form ...Voiding a Payment
Hover over Client Care and click on Enrollments Click on the Account Summary icon of the account you want Scroll down to TRANSACTION SUMMARY and click on the Void Transaction Icon Document the reason to void the payment Click Save. The TRANSACTION ...