Inactivate a Client after their Enrollment is Closed
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Inactivate (and Reactivate) a Tutor
Please note: We have removed on-hold and close statuses in the tutor directory as well as the team members page! The inactive status will deny a tutor's access to BANG and will be used if a tutor gets terminated or they resign. Inactivating a Tutor ...
How to Add a Refund After an Enrollment Is Closed
A refund cannot be added in BANG after the enrollment is closed. Instead, you can add a new enrollment equal in the enrollment value as the refund. For instance, if the refund is $100, then the enrollment would have an hourly rate of $100 and total ...
Account Status - Active, Inactive, On-Hold and Closed
Active status: client is actively tutoring and has an active enrollment. Inactive status: the client doesn't have an enrollment at this point but is open to tutoring in the future. On-hold status: the client is on-hold due to missed payment, ...
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 ...
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 ...