Our student list is in Excel. Can we bring it into SB?
Yes. You import contacts and customer lists from Excel or CSV, preview them, then apply them to the system.
What if a parent transfers too little or writes the wrong reference?
SB only matches automatically when the reference and amount are both right. A wrong transfer goes into a queue for your manual approval before it is recorded against a tuition installment.
Which parts of the center does SB cover?
From a parent’s enquiry, trial class and enrollment to tuition installments and inviting students to the next term. Each course has start, midterm and end milestones, and each teacher’s tasks have deadlines.
When a term ends, how does SB remind me to invite past students?
When a course ended 30 days ago and a student has not enrolled in the next term, the overview flags it. The sample Renewal reminder workflow helps you assign the invitation call to someone.