HELP
CENTER
help using swool.io system:
General Company Help
System Changes & Setup
Customer Management
Add another Member under Customer Account
Exclude Clients from Statement Run
Exclude Clients from Payment Reminders
Request a Customer to Review Terms and Conditions
Send Bulk Communication (Email, SMS and Push)
How to Add an Instructor with Access Permissions
How to Add Customer Company Details in swool.io
How to Deactivate or Delete a Customer Account
How to Generate and Approve Invoices for a Single Customer
Financial
Send a Statement to One Customer
Add additional contact to receive financial documents
How to Add an Adjustment to a Customer Account
Upload Bank Statements to Capture Payments and Expenses
Add Opening Balances on Ledger Accounts
Add a Refund Payment to a Customer
How to Access and Use Financial Reporting Tools
How to Add a New Bank Account and Allocate it to Customers
How to Add a Prorata Invoice for Customer
How to Bill an Item and Add it to an Existing Invoice
How to Bill one Client who paid for a Specific Period
How to Bill Registration Fees and Add it to Exiting Invoices
How to Check and Approve Invoices
How to Delete a Payment or Receipt from a Customer
How to Send Customer Statements
How to Upload OFX and Capture Payments and Expenses
Profile Management
How to Change a Package on a Profile in the Approval List
View Profile Attendance History
View Profile Assessment History
Add an Attachment to a Profile
Creating a Custom Package with a Specific Fee
How to Access and Edit Profile Information
How to Add Makeup and Cancellation Lessons
How to Assess Learners and Send Reports
How to Capture and Use Attendance Registers