How do I manage a student that's also a Client?
The easiest way to create a student as a client is to first create their profile as a client, select the ‘Actions’ button under their profile and click ‘Add as Student’.
Alternatively, if you already have the student's profile, you can create a new client with the same email address as the student. This will link the new client with the student.
When creating the client’s profile you will be prompted to ‘Add a Client associated with this user’. Clicking this link will automatically create a student profile and pull through some of the client’s details.
Make sure you correctly include all other details when creating the client (phone number, address, etc.), because the new role will overwrite their existing details.
How do I assign multiple Clients to a Student?
Simply go to the student's page and click the Add Associated Client button.
Can different Clients on a Student have different permissions?
When you are adding an Associated Client to a student you can decide what permissions they have.
Accounting Permissions means that the client will be able to view all accounting data to do with the student, and will receive invoices for that student. They will not be able to view the student's address or contact details.
Report and credentials permissions will allow the client to view the student's details, such as address and phone number, and any reports relating to that student.
Can an associated client still receive emails and not have a TutorCruncher login?
Yes, an associated client can still receive emails and not have a TutorCrunhcer login. When creating the client profile, enter the user's email address & set the status to ‘Prospect’. The user will not receive a ‘Welcome Email’ if the setting for ‘Send Pipeline Clients a Welcome Email’ is disabled in Branch Details. Once the permissions have been assigned to the associated client's profile, they will then be able to receive emails relating to the student without having a TutorCruncher login.
Why can't I change the Paying Client?
TutorCruncher blocks users from changing paying clients if there are any Payment Orders or Invoices associated with the client. We understand that this may be a little inconvenient, but the reason we have this feature in place is to try to ensure that a new student does not have any bad debt associated with them.
If you are attempting to change a student's paying client, then you will need to credit any paid invoices or void any raised invoices to make that change.
What accounting information will an associated client receive?
When an associated client is linked to a student, you can give them accounting permissions. This means that the associated client will be able to view and pay credit requests, as well as invoices when they are generated.