Documentation

Add a Student

1. Click the CREATE STUDENT button.
2. Enter necessary details and click OK to create:
   • First and last name (required).
   • Referrer, if applicable.
   • Contact information: WeChat, phone, and email.
   • Default hourly rate for the student.
   • Toggle SMS and email notifications for schedules.
   • Comments section for additional notes.

Edit a Student

1. Click the Edit button in the Actions section.
2. Update the information and press OK to save.

View Student Details

• Click View in the Actions section for a summary of details.
• Select Dashboard for comprehensive details, including course schedule, voucher history, and term registration.

Delete a Student

• Click Delete in the Actions section and confirm to remove the student.

Add a Teacher

1. Click the CREATE TEACHER button.
2. Fill in required details and click OK:
   • First and last name (required).
   • Login username and password (required).
   • Contact details: phone and email.
   • Hourly rate (required).
   • Preferred calendar color (required).
   • Assign courses, if applicable.

Edit a Teacher

1. Click the Edit button in the Actions section.
2. Update the information and click OK to save.

View Teacher Details

• Click View in the Actions section to access detailed information.

Add a Course

1. Click the CREATE COURSE button.
2. Enter required details and click OK to add a course:
   • School name (required).
   • Course number (required).
   • Course name.
   • Description.
   • Option to assign teachers to the course.

Edit a Course

1. Click the Edit button in the Actions section.
2. Update the course details and press OK to save changes.

View Course Details

• Click View in the Actions section to access detailed course information.

Delete a Course

• Click Delete in the Actions section and confirm to remove the course.

Add a Term

1. Click the CREATE TERM button.
2. Enter required details and click OK to add a term:
   • Teacher (required).
   • Course (required).
   • Start and end dates (required).
   • Comments section for additional notes.

Edit a Term

1. Click the Edit button in the Actions section.
2. Update the term details and press OK to save changes.

View Term Details

• Click View in the Actions section for detailed term information.
• Option to export an attendance sheet for the term by selecting a student and clicking Download.

Delete a Term

• Click Delete in the Actions section and confirm to remove the term.

Add a Term Register

1. Click the CREATE TERM REGISTER button.
2. Fill in required information and click OK:
   • Payment type and price (required).
   • Term (required).
   • Student (required).
   • Comments section for additional notes.
   • Toggle the payment status as needed.

Edit a Term Register

1. Click the Edit button in the Actions section.
2. Modify the fields and press OK to save.

View Term Register Details

• Click View in the Actions section to access detailed information.

Delete a Term Register

• Click Delete in the Actions section and confirm to remove the term register.

Add a Schedule

1. Click the CREATE SCHEDULE button.
2. Fill in information and click OK to create:
   • Course Type, regular or term (required).
   • For regular courses:
     1. Select teacher, course and set teacher hourly rate (required).
     2. Start time and duration (required).
     3. Address (required).
     4. Comments.
     5. Add students to this schedule:
        • Pick a student (required).
        • Set the hourly rate for this student (required).
        • Pick a payment type (required).
   • For term courses:
     1. Pick a term and set hourly rate for this particular schedule.
     2. Start time and duration (required), you can set this start time and duration to be weekly.
     3. Address (required).
     4. Comments.
     5. Add students to this schedule.
3. You can also copy an existing schedule to simplify your schedule creation procedure.

Edit a Schedule

1. Click Edit button in Actions section.
2. Edit fields and click OK to save, notice that:
   • You cannot edit course type of an existing schedule.
   • If an existing schedule has course type of term, you cannot modify its term.
   • If an existing schedule is confirmed, you need to unconfirm it before editing other fields.

View Schedule Detail

• Click View in Actions section to view details.
• You can view or export student or class feedback for this schedule by clicking the eye or download icon.

Confirm a Schedule

• When the teacher confirms the schedule with changes, the internal clerk will need to confirm the schedule again to change its status from PENDING to CONFIRMED. This can be done by editing a PENDING schedule, modify the detail as needed, and click Confirm to finish the action.
• Confirming a schedule will create:
  • 1 teacher salary history of whom this schedule belongs to.
  • 1 or more student purchase records of students attended this schedule.
  • 1 or more voucher purchase histories with type PURCHASE for students who paid this schedule using voucher.

Unconfirm a Schedule

• When you want to change detail on a CONFIRMED schedule, you need to unconfirm it first, then perform editing.
• Unconfirming a schedule will:
  • Delete teacher salary history generated from this schedule.
  • Delete student purchase records generated from this schedule.
  • NOT delete voucher purchase histories generated from this schedule. Instead, a new voucher purchase history of type REFUND will be created.

Delete a Schedule

• Click Delete in Actions section and confirm your action to delete.
• Confirmed schedules cannot be deleted, unconfirm it to perform deletion.

Export Schedules

1. Select student and range of time as needed.
2. Click Download to export.

• The background color of each schedule block corresponds to its teacher, which you previously set in the Teacher tab.
• You can click on the teacher names (above the calendar) to control the display of schedules.

• Select a teacher to synchronize his/her Google calendar to this view.
• Arrange schedules accordingly.

Add a Voucher Purchase History

1. Click the NEW PURCHASE button.
2. Enter the required information and click OK:
   • Type (required).
   • Student (required).
   • Voucher amount (required).
   • Gift amount (optional).
   • Comments (optional).

View Voucher Purchase History Details

• Select View in the Actions section for detailed information.

Export Voucher Purchase History

• Click the Export button to download a spreadsheet of all voucher purchase histories.

Export Histories or Records

1. Optionally set filters to refine your search:
   • For Teacher Salary Histories: Set the start time range, select teacher name, and choose course type.
   • For Student Purchase Records: Define the time range, select student name, teacher name, and course type.
2. Click Query to refresh the table, then click EXPORT to download the data.

1. Choose the recipient type: individual or group.
2. Select your recipients, be it specific personnel or a group (multiple selections allowed).
3. Customize the email’s subject and content.
4. Click Send to dispatch the email.

• View summarized data and key metrics.
• Quickly redirect to frequently accessed pages.
• Monitor students with negative voucher balances or unpaid term registers.