Students: courses, groups, payments and certificate
How to set up a training course, fill a group, block the days in the calendar, get paid on a schedule and issue a certificate.
The course in Services
- Open Services and the course.
- Duration is the length of one day of the course (e.g. 8 h).
- Switch on Training and fill in: days in the course, start time, seats in a group, deposit when enrolling, and how many days before the start the rest is due.
- Skip the trainer's days off keeps course days off the trainer's days off.
Booking a course
A course is booked like a service. Open Appointments → + Appointment, pick a service with Training switched on — the “Client” line becomes “Student”, and the search lists the people from the Students list first (🎓). Pick the day, time and deposit and save. The program enrols the person on the course itself: the name, price and hours come from the service, the start date from the appointment. A group that studies together is booked one student at a time on the same day.
A course of several days
If the service has several days in the course, saving the first appointment asks “Put all the days of the course into the calendar?” and shows the dates (the trainer's days off are skipped; days when the trainer is already booked are marked ⚠). Agree, and the other days are booked at the same time of day. The course price and deposit stay on the first day. These days give the hours and the dates on the certificate (first day — last day).
The student card
- Courses — course, paid, balance, agreement, certificate. The balance is counted from the payments on the course appointments: the deposit at booking, the visit payment, payments from Payments.
- Appointments — every visit of the student; course days are marked 🎓. + Appointment opens the booking window with the student’s course.
- Invoices — the same agreements as a client’s: + Agreement (the course’s form), pick the appointment in the agreement — the service, amount and deposit fill in. After saving, the program returns to the student card.
- Instructions — instructions for students, for signature.
- Photos — photos of the work.
Enrol a student in a group
- Students → + New student, pick the course.
- In Group pick an existing group (dates, trainer and free seats are shown) or + New group.
- For a new group pick the trainer and the start date — the program shows the days and hours. Remove a day with ×, add one below.
- If the trainer already has clients on those days, the line turns red and shows which appointment is in the way.
- Course hours, start date, deposit and due date fill in by themselves — you can change them.
Calendar
Each day of a group is one block in the trainer's calendar, “🎓 Course · 2/3” (students out of seats). Online booking to that trainer is closed for those hours; other masters work as usual. The evening before each day the group's students get a reminder.
Groups
Students → Groups lists every group: dates, trainer, students, seats. From ⋯ you can change the days (students and calendar move together) or cancel the group (days leave the calendar, students stay).
Payment plan
A student has a deposit and a date by which the rest is due. Three days before that date and on the day, if money is still owed, the student gets a reminder — the text is in Settings → Templates → Students → Student — Payment reminder. An overdue date shows in red on the student card.
Schedule in the email
The welcome email and SMS have the {schedule} variable — the list of course days and hours.
Certificate
Each course gets its own certificate. On the student card, Courses block, Certificate column: Issue certificate marks the course finished, gives it a number and sends the PDF with the congratulations email; afterwards the same place has PDF and Send again.
- The look is set in Settings → Certificate. The sample on the right shows every change at once. Only the Save button at the top keeps them — it saves everything on the page together (the uploaded logo and signature too). Leave without it and the old settings stay.
- Design — 12 designs: 4 for every plan and 8 marked PRO (Pro and Max plans; the trial opens them all). A PRO design can be clicked and seen in the sample; saving it needs Pro or Max. Picking a design brings back its own colours and font.
- Colours and font — background, frame, title and course name colours: six circles and the rainbow ring for any colour. The design's own colour is marked; pressing the chosen circle again goes back to it. Below — the title font.
- Logo and signature — upload a picture; sign on white paper and the program removes the background. The logo has a Remove the background tick: the program cuts the person or the drawing out of any background (the first time takes a few seconds). The size is a slider: logo 50–200%, signature 50–150%; the sample follows at once.
- Who signs for the salon, the title and the line before the course name — the fields on the left.
Inside the program the same article is under Help.