Client Care
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 > ...
Closing Enrollments
There are a few different ways that an enrollment will close. Program Completed: When all hours are used and the enrollment is finished. It will automatically change the status to Program Completed and move the enrollment to the CLOSED ENROLLMENT ...
Refunding a Client
Hover over Client Care and click on Enrollments Click on the Account Summary icon of the account you want Scroll down to ACTIVE ENROLLMENT, and click on the Add Payment Icon: In the Payment Type field, select Refund In the Payment Method field, ...
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 ...
Renewing Enrollments
1. Hover over Client Care and click on Enrollments 2. Click on the Renew Enrollment Icon or click on the Account Summary icon of the account you want and click on the Shopping Cart icon under Active or Closed Enrollments. 3. The Renew Enrollment ...
Account Summary
Hover over Client Care and click on Enrollments Click on the Account Summary icon of the account you want to look at On the top right, below the search function you can see easy to access icons: Email Statement: Use to email statement to client ...
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 ...
Editing an Enrollment
Hover over Client Care and click on Enrollments Click on the Pencil icon next to the enrollment you want to edit, this will take you to the Enrollment Form. Make any edits required in the CONTACT INFORMATION, STUDENT INFORMATION required To add or ...
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 ...