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Managing credits for student accounts
Managing credits for student accounts

How to add, refund or manually edit credit count for Online School student acounts

Dan O'Reilly avatar
Written by Dan O'Reilly
Updated over a year ago

If you are using our payment gateway to accept payments from your students, our platform will automatically update the credit count for the student once the purchase is made.

However, if you are processing the payments yourself or simply need to edit the current class credit count (due to an ongoing promotion, compensation last-minute schedule changes, etc), you can easily manage these manually.

New Feature Modify Credits with Reason Recording

Our New Feature allows admins to easily refund, add or remove credits from students' accounts and record the reason for these changes.

It's easy, follow these steps:

1. From the Dashboard, click on Students in the left-hand menu.

2. Click on the name of the student you'd like to update credits for.

3. Click Edit Credits and select an action in the drop-down menu.

How to Refund Credits:

In the pop-up that appears select the following:

  • Credit Type

    • private class

    • group class

  • Number of credits to refund

  • Refund reason

    • Teacher no show

    • Technical issue with class

    • Admin error

    • Other

  • You can leave a note for yourself or other admins with any extra information you have regarding the refund.

You can verify the updates you've made at the bottom of the pop-up in the "Before Change" and "After Change" sections. Once confirmed, press Save.

How to Add Credits:

In the same pop-up dialogue box, select the following:

  • Credit Type

    • private class

    • group class

  • Number of credits to add

  • A reason for adding the credits

    • Credits purchased

    • Compensation for class issue

    • Admin error

    • Other

  • You can leave a note for yourself or other admins with any extra information you have regarding the credits added.

Press Save.

Please note that if a student has not yet used any credits in their account, credits cannot be refunded.


Total Credit Count Manual Edit

If you need to make any changes to the total credit count, you can still access manual edit mode as usual:

Change the Private classes allowed or Group classes allowed figures.

We always recommend adding a reason for manual updates: to do so just select an option from the dropdown of Add Reason, leave a short note in the Credit change log pop-up, and press Save.

Important: The subscription must be active in order to enable the students to access the credits.

That's it. Your student's credit count will now be updated.

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