Viewing Uninvoiced Lessons in Teachworks

If you generate invoices at the beginning of your billing cycle, it’s very important to make sure that lessons scheduled after the invoice was generated are added to the invoice or added to a new invoice. Viewing uninvoices lessons can help you determine which ones have been included and which ones have not. (more…)

Rich-Text on Automated Email Lesson Notifications

Rich-Text on automated email lessons notifications allows you to make emphasis on key points and organize the information into sections. Teachworks supports a wide range of automated email notifications that help improve communication with your employees and clients.  These email notifications include lesson reminders, cancellation notifications, and lesson notes. Other notifications available are welcome emails for new clients,  new invoices, overdue invoice reminders, payment receipts and more.  (more…)

How to Override Default Lesson Costs

In Teachworks, lesson costs are set when lessons are scheduled based on the billing settings on a student’s profile. This calculation is done automatically in the background when you schedule a lesson, but there may be situations when you wish to use the Lesson Cost Override feature to override the default billing method.  For instance, if a student is typically billed using the package method, but has a few extra lessons that you want to charge using your service list cost. (more…)

Student Profile Notes in Teachworks

After a lesson is completed in Teachworks, the teacher can enter private and shared notes about the lesson.  However, there may be times when you need to record a note about a student, but the note isn’t related to a specific lesson.  In this situation, you can add a note to the student’s profile.  These student profile notes could be related to upcoming lessons, a reminder to follow up an inquiry, or as a place to keep records of communication you’ve had with the student or the student’s parent. (more…)