Groups - Creating a Group Account

• The first step to creating a Group is to create the Group Account.

• A key difference between Groups and Individuals is that there is a one to one relationship between the Group Account and the Group Enrolment - it is not possible to create more than one Group Enrolment on a Group Account.

• The Group Account record holds the main details about the group such as Agent, Company, Nationality, Language, Contact Details, Notes.

Creating a Group Account

• Click on the Accounts tab in your navigation bar, then click on New.

• Choose the Group record type.

Open

• Enter the Group Name - make this easily identifiable for yourself and your colleagues

• Enter the Group Size - this is the total number of Group Members, including Group Leaders.

• Enter the Default School

• Your school may have configured additional compulsory fields - follow the system prompts to complete all required fields.

• Press Save.

Group Account Screen

• All Group Accounts are given a unique ID starting with the prefix “GR” - for example “GR-000134”.

• Below is a example of the Group Account page.

  • NOTE: the fields displayed in your org may be different to this example, depending on the configuration of your system.

• Key fields to consider:

  • Default Agent - if the Group is coming through an Agent, look up the Agent here to link to the Agent record.

  • Default Company - if the Group is coming through a Company, look up the Company here to link to the Agent record

  • Invoice Method - depending on whether an Agent or Company is involved, select the correct Invoice Method (more information on these can be found here)

• The tabs across the top of the page allow you to view other records related to the Account if/when they have been created.

Open

• When you have completed as much detail as possible at this stage, save the record and proceed to create the Group Enrolment.

• You can come back to add additional detail at a later point if required.