[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. They opt not to give out student names and want to pay by invoice for the lessons. </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 School) This will be used for each each visit they make to the yard. It is useful because it is easily identifiable and you can run reports based on that lesson specifically.</li><li>Add a new client called e.g Firstname= St James, Surname= Secondary School. As you often get a different teacher coming with the kids it is easier and easily traceable to add the client in the name of the school. 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. 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 paying client – in this case they are named after the school for ease of 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 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]
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