Enrolments - Adding Bookings

Bookings are the services that the student would like to book with you. There are a number of different types of Bookings you can add and these are related to the Service records you have created in your system.

Note: not all of the following booking types may appear in your system depending on your configuration.

Adding a Booking

• To add a new booking on the Enrolment, select the relevant button in the Enrolment Bookings panel:

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Please click through to learn more about adding each type of booking:

• Course Bookings - all courses, typically booked on a weekly basis.

• Accommodation Bookings - all accommodation types such as homestay, residence, studio, apartment, hotels, typically booked on a weekly basis.

• Individual Tuition Bookings - all one to one courses, typically booked on a number of hours basis.

• Transfer Bookings - all airport, train, bus transfer services, typically booked on an “each” basis.

• Sundry Bookings - any books, materials, excursions, travel passes etc typically booked on an “each” basis.

• Exam Bookings - any exam fees such as Cambridge exams, IELTS, typically booked on an “each” basis.

• Insurance Bookings - any insurance cover, typically booked on a weekly basis.

• Restaurant Pass Bookings - any restaurant pass services, typically booked on a weekly basis.

Enrolment Bookings Panels

• Once the Bookings have been added, they are visible on the Enrolment screen in two panels:

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Enrolment Bookings Panel

• This shows the operational details of all Bookings, including the dates, type of booking, service, start/end dates and any holidays applied.

• On the left of each Booking line, there are “Edit” and “Cancel” buttons, allowing you to modify the Bookings after they have been added to the Enrolment.

  • NOTE: The impact of any changes you make to the Bookings can vary depending on the scenario. This is outlined in more detail here.

Enrolment Bookings Finance Panel

• This shows the financial details of all Bookings, including the service, start/end dates and the following key financial data:

  • Invoice Method - for each booking, which invoice method applies. This may vary, for example where the Agent may be paying for the course, but the Student paying for the accommodation.

  • Commission - the amount the agent can claim from your school for the booking if the Student is paying the gross fees.

  • Basic - the gross value of the booking before any deductions.

  • Discount - the value of any discounts applied to the booking that are applied to the gross fees, i.e. the student will see these amounts

  • Agent Discount - similar to commission, the amount the agent deducts from the booking if the Agent is paying net fees.

  • Tax - any tax applicable to the booking

  • Total Incl Tax - the net value of the booking after all discounts and commissions have been deducted

Save Changes

• After you add any bookings or make any changes to Bookings, make sure to press “Save Changes” at the top of the screen. If you leave the page without saving changes, they will be lost and the Enrolment will revert back to it’s previous state.