Jobs can be edited by navigating to the Job’s main page and selecting Actions > Edit. This will open the 'Edit Job' page, wherein you can adjust the settings that were specified when creating the Job. Note that, when changing the charge type and the default charge rate, the charges on any planned Lessons will be charged only if they are using the Job’s default rate. Only Administrators can edit a Job.
The Edit Job page.
If you would like to adjust the default location for a Job, you can do so by selecting Actions > Set Default Location on the Job’s main page - this will open the Select Default Location panel, where you can specify either the Tutor or Student’s address (this information is pulled from their user profiles). If you’d like to use a new location, you can create a new one via System > Settings > People and Activity > Locations.
Adding users to a Job
To add a Student to a Job, simply navigate to the Job’s main summary page before selecting Add on the ‘Students’ panel. This will open the ‘Add a Student’ panel, from where you can choose a Student either by selecting their name from the dropdown list or typing their (or their Client’s) name into the search bar. Under the 'More settings' tab you can charge a custom rate for that Student and choose to Assign credit to be used from the balance of the Paying Client of the Student. You can also expand the ‘Charitable Donation’ tab to add an Ad Hoc Charge to be donated towards the Student.
Adding a Student to a Job.
To add a Tutor to a Job, simply navigate to the Job’s main summary page before selecting Add on the ‘Tutors’ section. This will open the ‘Tutors’ panel, from where you can choose a Tutor either by selecting their name from the dropdown list or typing their name into the search bar. Under the 'More settings' tab you can also choose to pay a custom rate for that Tutor, and there is a dropdown menu titled ‘Tutor Permissions’ where you can specify the Tutor’s permissions for that Job.
Adding a Tutor to a Job.
Setting the charge/pay rate on a Job
Simply navigate to the Job’s main summary page, select Actions > Edit before adjusting the Client’s charge rate/Tutor’s pay rate via the respective number fields.
Note: This will only affect planned Lessons; to adjust the charge/pay rate on Lessons that were scheduled for a time in the past, you will need to navigate to those Lessons and select the pen & paper icons next to the assigned users to manually adjust their pay/charge rates.
Adding Ad Hoc Charges to Jobs
Ad Hoc Charges can be used on Jobs to charge for extra fees or expenses. To add an Ad Hoc Charge to a Job, simply navigate to the Job’s ‘Activity’ tab before selecting the Add button within the ‘Ad Hoc Charges’ panel. This will open the ‘Add Ad Hoc Charge’ panel, from where you can fill in the Ad Hoc Charge’s information before clicking Add to submit.