Here are four ways that you can add your student's payment information into the system!
- Request the data from your old processor
- Sometimes, you can request your student's payment information from your old payment processor, and this can be done for a fee. For many new users, the fee is an inexpensive trade-off compared to the man hours of chasing payment information from your students.
- After you've received the payment information from the previous processor, we can help upload that into TeacherZone, making them ready to charge when you're ready to begin billing.
Note: this entire process can take about a week. It's something to keep in mind depending on when you would like to begin billing your students in TeacherZone.
- Perhaps you already have the payment information at your disposal
- If you already have the student's card information handy, we can give you a spreadsheet to complete so that we may upload them directly for you.
- You may request this spreadsheet in Basecamp or email us at support@teacherzone.com for the CC/ACH upload spreadsheet.
- You may request this spreadsheet in Basecamp or email us at support@teacherzone.com for the CC/ACH upload spreadsheet.
- If you already have the student's card information handy, we can give you a spreadsheet to complete so that we may upload them directly for you.
- Guiding the parents/students to manually input the information in the software
- If you'd like to have parents and students put in their own payment information, you can email families (in the welcome email under "custom communications" where it sends them login information as well - see our article explaining this further), we recommend adding this link that launches payment screen automatically when logged in.
- You can also book plans directly from the schedule (don't have us upload the schedule information for your students) and an email will be triggered to send automatically to families asking for them to input their payment info - find more information regarding that here.
- If you'd like to have parents and students put in their own payment information, you can email families (in the welcome email under "custom communications" where it sends them login information as well - see our article explaining this further), we recommend adding this link that launches payment screen automatically when logged in.
Note: parents/students can complete this step either on the desktop or within the app! Check out this article that you can send to parents which will show them step-by-step how to add payment information in the app.
It is important to remember that collecting/adding in payment information for your students is a crucial step of the onboarding process. We recommend completing this process as soon as possible so that your school is fully ready to begin billing when the time comes!