Doing business in onCourse

Enrolment, transfers and cancellations

Processing enrolments: How to take single or multiple enrolments, with full or part payments
Applying discounts, promotions and concessions: Using promotional codes, concessions and manual discounting during enrolments
Creating enrolments for custom tuition: Quickly create a personalised class, room and tutor booking, and take payment for an individual or group enrolment.
3rd party payments: Enrolments with a payer who is not the student, such as an employer
Payments: Processing payments where students owe money on an enrolment
Waiting lists: Subscribing students to a waiting list from the web or through onCourse
Transfers: How to cancel an enrolment and enrol a student in a different class
Cancelling an enrolment: To provide a refund or credit
Using credit: Enrolling a student who has credit
Cancelling a class: Using reports to decide if a class should be cancelled, plus cancelling and contacting the tutor and students

Working with contacts

Modifying contacts: Making changes to records and changing contact types
Adding contact images Add a photo of students or tutors to their record
Opt out of marketing: Opting out of receiving promotional material by email, SMS or mail
Relationships: Creating relationships between contacts
Merging student records: Sophisticated merge process available when you find duplicate student records

Financial

Financial: An overview of onCourse accounting and invoicing
Refunds: The refund process, including payments out
Banking: Depositing cash, cheque and credit card
Reconcilliation: Reconciling your payments and accounts
Debtors and Creditors: Aged record keeping to manage student debt
Budgeting: Estimating the profitability of a class
Profit and loss: Reporting on income

Running classes

Class record keeping: Rolls, student progress and other reports
Contacting students: Tutor called in sick, venue unavailable, or assignment due? Use the messaging tools to let your students know what’s going on
Creating certificates of attendance: Providing students with recognition that they attended a course at your college
RTO Record keeping: Managing outcomes and certification

Preparing for a new term of classes

Creating new classes: Duplicating one or more classes
Web enabling classes: How to web enable or disable classes en masse
Bulk tagging records: How to tag or un-tag records in bulk (courses, classes and contacts)

Reports

Report overview: Accessing reports with onCourse
Standard reports: A list of all the reports available within onCourse
Creating custom reports: Using iReport to create custom reports
Connecting onCourse to open office Creating your own custom reports in open office
Exporting XML from onCourse Creating custom exports and transformations