Program Reminders

Program Reminders are automated notifications you can set according to a given course’s schedule. Reminders will affect all current and future occurrences of that course, and can be enabled or disabled from the program’s Activity tab. Reminders are sent in the form of a To Do. To set a Program Reminder From your MYCarnegieOS Dashboard, […]

Organization Prepayments

Manage Organization Prepayments with ease, using the Prepayments module.  At a glance, see the available prepayments for an organization, directly from a client file.   Note: In order to start managing Organization Prepayments, your administrator must turn on the Prepayments feature from the Admin Panel.   Add an Organization Prepayment 1. Go to Programs > Prepayments 2. Click New Prepayment   3.  Begin to […]

Running License Fee Reports

What is required for LF Reports? The information that is typically required for LF reports: Basic Program Details Participant Registrations (for public classes, the participant enrolments make up the balance owing) Payments/Collections Other Alternate Revenue Using OS You can run your LF Reports in OS, from the Financial Dashboard Using CB You can choose to continue using […]

Programs and Schedules

Manage your Programs and Schedules from the Programs menu item, found below the Program Dashboard. All Program details, including Program type, location, session information, price, participants, attendance, awards, makeups and guests are all accessible from the Program’s extensive portfolio.  NEW Projected Registrations: Set this value so your Program Status report will calculate the projected collections for the […]

Program Dashboard

The Program Dashboard is where you go to get a snapshot of your current Programs and Enrollments to date, by Product and by Sales Representative.  Below are some charts you may find on that dashboard… Upcoming Program Status A widget that gives you a list of Forming and Scheduled Programs with the following key information […]

Alternate Revenue

Alternate Revenue can be used to record additional revenue to be accounted for, that does not necessarily fit the Program structure, such as: Workshops Personal Coaching Special Events Assessments, etc. Alternate Revenue Items Manage your default list of Alternate Revenue Items from the Admin Panel -> Alternate Revenue (found under Products and Programs). Click Add […]

Payments and Refunds

Manage Payments and Refunds for all Program registrations and incoming Alternate revenue. Payments and Refund can typically be found under the Payment Details tab of an individual Participant Registration (individual enrollment), Organization Program (company enrollment with in-house pricing) or an Alternate Revenue source. If you have multiple payments to post, try posting Group Payments. Post […]

Program Reports

The following reports, and more, are readily available from Program or Financial Dashboard: Enrollment Report A list of new registrations, including Company and Supervisor details, based on Program, Area, Sales Rep Date Range. Note: This report can be used to import Participant information into CB. Program Roster A sheet that provides all the Program details, […]

Organization Program (In-House Pricing)

An Organization Program is a class provided to a company at a custom (In-House) price for that group. New Organization Program To create a new Organization Program, open the Program you would like to convert to an Organization Program: Under the Program Detail, click New Organization Program Enter the name of the Organization, and select […]