Managing Your Business Using Tutor Management Software

Client/Student/Tutor relationship:

Entering Timesheets

Generating invoices

Generating Paychecks

Paying Invoices

The complete Life-cycle

General

Logging In

Adding New Users

Forgotten Username/Password

Clients

Adding Clients

1.  Client Info

2.  Student Info

4.  Custom Pricing

Viewing Client Information

The Transaction History Window

Editing/Deleting Clients

Tutors

Adding Tutors

Viewing Tutor Information

Editing/Deleting Tutors

Manage Products

Limiting A Tutors Products 

Set Up Students

Students

Adding Students

1.   Add Student

2.  Enter Student Info

3.  Set Up Tutors

4.  Enter Custom Pricing

Editing/Deleting Students

Managing Tutors

Custom Pricing

Managing Student Prices

Getting Here

Configuring What Products Appear For Each Student

Timesheets

Adding Timesheets              

What Do Your Tutors See?

Next Steps               

Related Information

Editing/Deleting Timesheets

Auditing Tutors

Timesheet Notes

Audit Students

Invoices

Editing Invoices

Removing Packages

Deleting Invoices

Bulk Invoices

How Does Bulk Invoicing Work?

Emailing Invoices

Viewing Invoices

Creating Invoices

Paychecks

Creating Paychecks

Editing Paychecks

Deleting Paychecks

Bulk Paychecks

How Do Bulk Paychecks Work?

Viewing Paychecks               

Products

Products Overview               

Adding Products

Editing / Deleteing Products

Packages

Billing a Client For a Package.

What Happens Next?

Applying Credits to Reported Hours.

Dashboard

Graphs

Tutors Not Reported

Students Not Reported

Unpaid Invoices

Payments

Recording a Payment

Recording Package Credits

Viewing a Payment              

Editing a Payment

Applying a Payment

Deleting Payments               

Exports

Creating Exports

Downloading Export Files

Settings

Logo & Header

Invoice and Paycheck Settings

QuickBooks

PayPal

APPENDIX

Limiting Student and Tutor Access To Products

How Does It Work?

Paper Files To Maintain