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 ...
Account Status - Active, Inactive, On-Hold and Closed
Active status is when a client is actively tutoring and has an active enrollment. Inactive status is when the client doesn't have an enrollment at this point but is open to tutoring in the future. On-hold status is when you put the client on-hold due ...
How to Transfer Hours from One Student to Another in An Existing Enrollment Who Have the Same Hourly Rates
Please watch the video below on how you can successfully move hours from one student to another when the hourly rates are the same.
How To Create A Zero Dollar Enrollment - Giving Free Hours To Client In Terms Of A Free Trial
In order to create a zero-dollar enrollment in BANG, follow these steps: 1. Enter an enrollment with the regular hourly rate you would normally charge. 2. Add the free hours you'll be offering to the client in the hours section. 3. Input the total ...
How to Add Bonus Hours or Remove Bonus Hours in An Existing Enrollment
You can add bonus hours to any active enrollments. You simply need to click on the hourglass icon. Once you click on the hourglass icon you will be able to enter how many bonus hours you want to add towards the enrollment of a specific student if ...
How to Zero Out an Enrollment That Has A Remaining Balance When Closing Out
The one way of identifying if the client owes you money or you need to write off any money received would be through the prepaid value. See the screenshot below! E.g. This client has used 2 hours and a payment of $120 needs to be collected. When ...
How to Move Credit from One Enrollment to Another Enrollment as Well as Knowing How to Combine Enrollments
The first thing you will need to do is identify what the prepaid value is that you will need to move to another enrollment. E.g. In the screenshot below enrollment #386399 has a prepaid value of $60 which has one hour remaining in that enrollment. ...
How to Create an Invoice for a Client
1. Click on Client Care. 2. Click on Clients. 3. Click on the Account Summary icon of the client’s account. 4. Click on the Email Statement icon that resembles an envelope. 5. Click the Send icon at the bottom left corner of the new email screen.
How to Upgrade All Student Grades
1. Click on the circle icon/thumbnail to the right of the Gear icon. 2. Click on Franchisee Profile. 3. Click on Grade Upgrade on the left-hand side of the screen.
How to Resolve Duplicate Email/Phone Number Issue
If you receive an error stating that an email or phone number is a duplicate, it indicates that there is another lead or client in the system with the same information. To address this, locate the "hide lead" icon near the actions column in your List ...
How to zero out lifetime remaining balance
Some enrollments will have a lifetime remaining balance especially older enrollments migrated from Big Apple. In this case, an Adjustment payment equal to the remaining balanced needs to be added under the closed enrollments section.
How to View All Payments Entered in Bang for All Clients
1. Click on Client Care. 2. Click on Payment. 3. Click on Filter icon. 4. Filter by Transaction Date.
How to Remove a Registration Fee After an Enrollment Is Created
Once the enrollment is created in BANG, it is not possible to remove the registration fee. However, you can apply an adjustment as the payment type and mark the "Is registration fee?" box to eliminate any remaining balance associated with the initial ...
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 ...
Entering Pods in BANG
Scenario 1: 1 Pod, Multiple Contacts, 1 Student Profile Set-Up Requirements: - 1 group student profile - multiple secondary contacts (parents who need session reports sent to them from the Pod) - tutor is matched with the Pod, not individual students ...
Exporting Clients from BANG
There are 3 major steps to take in BANG to export a full list of all Active Clients. Step 1 – Go to the Client Care > Clients list Step 2 – select Filter > Advanced Filter > Active > Search Step 3 – Select > Select All > Bulk Action > Export
Scenario #8: Multiple Students, Multiple Subjects, Multiple Tutors or One Tutor
Scenario # 7 ("Home School"): 1 Student, 5 Subjects, 5 Tutors
Scenario #6: 2 Students, 1 Subject, 2 Tutors
Scenario #5: Enrolling 2 students for 2 subjects with 2 tutors
Scenario #4: Enrolling 2 students for 1 subject with 1 tutor
Scenario #3: Enrolling a student for 2 subjects with 1 tutor
Scenario #2: Enrolling a student for 2 subjects with 2 tutors
Scenario #1: Enrolling a student for 1 subject with 1 tutor
Reactivating an expired and closed out migrated account from Big Apple
Managing enrollments with negative pre-paid values (opening & closing)
Adding Bonus Hours to New and Existing Enrollments
Cancelling Enrollments where you will be Keeping Some of the Pre-paid Funds
Applying Payments to Migrated Fees (Other Value in Account Summary)
Adding a New Subject at a Different Rate for one Student to an Existing Account w/Multiple Students
Understanding the Account Summary (new vs. migrated enrollments)
New Enrollments Migrated Enrollments (from Big Apple)
Adding a New Student to an Existing Enrollment and Redistributing Hours
Inactivate a Client after their Enrollment is Closed
Adding a New Enrollment for One Student to an Account with Multiple Students
Upgrading or Downgrading an Existing Enrollment
Cancelling Enrollments
Adding Student Attributes
Closing a Migrated Enrollment (and re-opening a new one)
Allocation vs. Non-Allocation
Definitions and use Allocate by Student: split the enrollment between the number of students. The system will allow you to assign Hours, Bonus Hours, Rate, Session Length and Sessions/Week for each student. Allocate by Subject: split the enrollment ...
Adding Document to an Account (Clients, Students, Tutors)
The process to add a document is similar for clients, students and tutors. Student: In the top menu bar, go to Client Care > Students > click Student Name > scroll down and expand Documents > click Add Document Client: In the top menu bar, go ...
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