The Courses section of a Students profile shows Users which Courses have been assigned to the Student and the remaining booking credits the Student has for each Course. There are a number of actions Users can make on a Course that has already been assigned to the Student's profile as follows:
- Add an installment
- Repurchase this Course
- Refund this Course
- Adjust the credit balance of this Course
- Pause the Course (only useful if Course is a repeating course and is assigned by the system automatically every x weeks / months for a specific duration)
- Expand (to view credit balances for this Course)
On the screenshot below you can see that a LEVEL 1 PILATES Course has been assigned to this Student. It has been assigned on a specific date, has a number of Installments associated to it, an outstanding balance and some credits still not used.
ADDING AN INSTALLMENT
If a Student has been assigned a Course and has only paid a Deposit, the Student will have an outstanding balance for this Course. Education Organisations usually set up a Direct Debit directly with this Student or take a manual Credit Card payment and use Fisikal to enter the payment data manually once the funds have arrived in their bank accounts.
To add an Installment, Users should select the "Add Installment" button. They will see the following form where they can enter a Installment amount. Users will also see details of previous Installment payments and a remaining outstanding balance.
Users can set the Payment date, Payment method and can enter a Payment reference and note as shown below.
Once the User has selected LOG the Installment will be added to the course. Users can view the recent Instalment payment in the PAYMENTS > MONEY section of the Students profile.
Note, it is always possible to make an overpayment on an Installment which will then readjust the balance remaining. If Users want to pay off the balance in one go, the remaining installments will go to 0.
ASSIGNING A COURSE
Users can assign a Course to a Student by navigating to the Students Profile > Courses and by selecting the "+" button and select the Course you wish to assign to the Student. You will see the following form.
Users should select if the Payment should be made in FULL or if only a DEPOSIT is taken at this point. The screen below shows a FULL payment:
If a DEPOSIT should be taken, Users will need to enter the Deposit amount and also how many Instalments the remaining balance should be taken over as shown below:
Users can choose a START DATE and also if they want to apply a DISCOUNT. There are 2 types of Discounts available, CHOICE (pre configured Discounts managed by Users in SETTINGS > DISCOUNTS) and CUSTOM (free text discount field where users can amount(s) or 10%(s) to be assigned). It is possible to assign multiple discounts to the Course as required. Discount amounts are shown in the payment summary section at the bottom of the form.
When the User selects ADD TO CART the screen will refresh and they will see a CHECKOUT link shown on the left side of the page as shown below. At this stage the Course has only been added to a CHECKOUT and payment has not yet been taken / assigned.
Once Users select the CHECKOUT link, they will see the Checkout form where they can select how the Course will be paid.
On this form Users can associate a Start Date, select the correct Payment Method, add a Payment reference and also add the quantity of Courses to be assigned to this Student (Education Organisations only usually assign 1). Users can enter a Note and should select CHOOSE A PAYMENT METHOD.
If STRIPE.COM or PAYPAL payment platforms have been configured, they will show in the menu when CHOOSE A PAYMENT METHOD is selected, or they will just see PAY OFFLINE (which means that the payment is processed outside of Fisikal).
If Stripe is configured for the Education Organisation, Users are able to enter and store a Student's Credit Card on their profile. This makes it very easy in the future to take payments for Instalments and other Courses / Products and charge the Student's Credit Card without having to have it present each time.
Once the payment method has been selected and the payment has been successfully transacted, Users will see instructions to close the cart as the Course has successfully been assigned
Please note that the action of assigning the Course to the Student does not automatically add the Student into a Scheduled date for the Course. Once the Course has been successfully assigned to the Student, Users should add the Student to a Group which has been set up for the Course (to facilitate learning material delivery and ease of assigning them to Course dates on the Schedule) and then add them onto Scheduled dates that the Course has been created to run on.