Using this utility, you can import schedules, automatically attach billing plans, and upload payment information!
To import a list of schedules and billing plans for students automatically, including attaching payment information, you can utilize this import feature.
Note: You don't need to put in payment information if it's already in the system.
Step 1: Navigate to the Scheduling and Billing (import page) to export student information (ensuring you have their student IDs).
Step 2: Download template and input Student IDs and their upcoming schedules.
Note: If there is no specified end date for the schedule, you can input "NoEndDate" to indicate this. Additionally, it is essential to include billing data for the import process to work correctly. If you only need scheduling information, please use the Student and Scheduling (import) option. It is not necessary for the start dates of the schedule and billing plan to align, as the billing start date also serves as the recurring date for auto-billing.
Step 3: Once all scheduling and billing data is filled out, you can import students schedules using the same template.
