[section is_fullwidth=”” addcontainer=”container” margin=”” nopadding=”” grey=”” background_image=”” video=”” background_color=”” class=”” auto_generated=”” first_in_builder=”1″ _made_with_builder=”true”][row][column width=”1_1″ demo_text=”” demo_select=”” _made_with_builder=”true”][text_block text=”<p>The school bus turns up with 10 pupils and a teacher. &nbsp; They&nbsp;opt not to give out student names and want to pay by invoice for the&nbsp;lessons.&nbsp;</p><p>To handle this sort of client effectively we have designed a process that is easily managed.</p><ul><li>Create a lesson type called e.g (St James Secondary&nbsp;School)&nbsp;&nbsp; This will be used for each each visit they make to&nbsp;the yard.&nbsp; It is useful because it is easily identifiable and you&nbsp;can run reports based on that lesson specifically.</li><li>Add a new client called e.g Firstname= St James, Surname=&nbsp;Secondary School.&nbsp;&nbsp;&nbsp;&nbsp; As you often get a different&nbsp;teacher coming with the kids it is easier and easily traceable to add&nbsp;the client in the name of the school.&nbsp; This is also the client you<br />are going to be invoicing.</li></ul><h6>That's the first stage complete and the school is now prepared in our system.</h6><p>When the school makes a booking add the lesson type called e.g (St James Secondary School)</p><ul><li>Pick Block Booking as the rider and assign a horse. Do this as many times as necessary for the riders inatendance.</li><li>Also add the rider called St James Seconday<br />School.&nbsp;&nbsp;&nbsp;&nbsp; Set this riders payment type to Invoice<br />and enter the amount due for the entire lesson. you don't need to assign<br />a horse as this is not an actual rider.</li><li>Set each block booking rider to have the payment type FREE and take out the 0 in the amount box.</li></ul><p>So what we have now is a lesson booked in under<br />the name of the school and one of the riders is acting as our primary&nbsp;paying client – in this case they are named after the school for ease of&nbsp;record keeping.</p><p>The goal is to be able to run a report at the end<br />of the month that will now let us see what that school owes, then&nbsp;invoice them through the system.</p><p>When you are ready run our <a href="https://www.stable-management.co.uk/Livery_billing_and_management-68.htm">Livery billing system</a> and it will create an invoice with the lesson costs etc included.</p>” _made_with_builder=”true”][/text_block][/column][/row][row][column width=”1_2″ demo_text=”” demo_select=”” _made_with_builder=”true”][button btn_text=”Riding centre software SUPPORT” btn_link=”https://www.stable-management.co.uk/support-for-riding-centres-by-stable-management/support-for-riding-centre-booking-system/” btn_type=”btn-primary” centered=”centered” target=”_self” _made_with_builder=”true”][/button][/column][column width=”1_2″ demo_text=”” demo_select=”” _made_with_builder=”true”][button btn_text=”If you still need help get in touch now!” btn_link=”https://www.stable-management.co.uk/contact” btn_type=”btn-primary” centered=”centered” target=”_self” _made_with_builder=”true”][/button][/column][/row][row][column width=”1_1″ demo_text=”” demo_select=”” _made_with_builder=”true”][widget_area sidebar=”” _made_with_builder=”true”][/widget_area][/column][/row][/section]