AIBMS Application process for schools
Account Activation
Administrator Access
Business On Boarding Checklist
Classes
Client / Member database
Club On Boarding Checklist
Clubs Training Guide- Contents
Data Retention
Discounts
Enrolment On Boarding Checklist
Fees
Fees Section
Generating Reports
How to allocate a class to a class administrator
How to attache a PDF file to a fee.
How to export payment data pre migration
How to transfer a payment to an alternative fee or family member
How to verify the login details for an account
Maintain Client Accounts
Payment Requests
Payments
Profile
Questions & Answers
Receipts
Refunds
Reminders by Text/Email
Reports
School On-Boarding Checklist
School Training Guide- Contents
Teams
Update a users email address as an administrator
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Maintain Client Accounts
How to Assist Clients With Account Activation as an Administrator
How to Update a Client's Email Address
How to Update a Client's Mobile Phone Number
How to Generate a Report of Client Details
How to Search for Clients
How to Identify Unpaid & Paid Clients at a Specific Date
The Different Types of Client Status
How to Give Both Parents/Guardians Access to a Student's Account
Rollover Guide for Clubs
Guide for Year-End Membership Rollover for Clubs
Rollover Guide for Schools
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Rollover Guide for Clubs
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