Student Manager Bootcamp

Dates: April 19-22, 2021

Meets: 12 N to 2:00 PM CST

Location: Online

Registration Fee: $150.00

OR
This four-day (two hours per day) training is designed for those new to Student Manager. Topics of discussion during the four days include:

Day 1 Introduction to Student Manager + How to Use the Online Help Guide
  • Navigation within Student Manager
  • View/Edit User Information
  • User Levels (impact on users)
  • View/Edit Preferences
  • Add/Edit Codes
  • Accessing and Navigation Online Help
  • Using the Look up (names/courses/F-Keys


Day 2 Adding and Editing Courses and Names
  • Name Components (what's in a name?)
  • Adding a Name
  • Name Flags
  • Call Backs
  • Contact Log
  • Cloning
  • Adding a Firm
  • Grouping Names
  • Name Quick Reports
  • Course Components
  • Course Types Explained
  • Adding Courses
  • Clone Courses
  • Room Scheduling
  • Changing Course Status
  • Course Quick Reports
  • Tips and Tricks for Names/Courses



Day 3- Registering Individuals in Courses & Applying Payments
  • Add Registrations
  • Assess Fees
  • Make Payments
  • Print Receipts
  • Partial Payments
  • Create Billings/Invoices
  • Void Payments
  • Cancel Registrations
  • Issue Refunds
  • Transfer Registrations
  • Transfer Payments
  • Group/Ungroup Registrations
  • Import/Export Tools
  • Quick Counts (F2)
  • Finding Payments (F7)


Day 4 - Running Reports
  • Reports Menu
  • Quick Reports Reviewed
  • Special Reports
  • Finding the Right Report
  • Running a Report
  • Report Output Options
  • Ad Hoc Reporting (F Keys)


There will be time during the training to ask your questions. You are welcome to send your questions to sharon@aceware.com as they arise between now and the training!

Notes:

You will hear from Chuck and Mike prior to the training for further instructions on preparing for the week!
Fee: $150.00

Online

Your participation link will be provided after you have registered.
You will also receive a reminder (with your paricipation link) from GoToWebinar one day, and one hour before each session.

Chuck Havlicek


Michael Lowry

Date Day Time Location
04/19/2021Monday12 N to 2 PM Online
04/20/2021Tuesday12 N to 2 PM Online
04/21/2021Wednesday12 N to 2 PM Online
04/22/2021Thursday12 N to 2 PM Online

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