Setting Up Plans

This feature is only available to School Admin users.

To access this feature select the 'Franchise Plan' tab on the 'Franchise' page. For help accessing this page see Managing Franchisees.

How Plans Work

Franchise plans allow you to charge instructors a weekly fee based on their activity:

  • Per Lesson - fee based on the number of lessons taught in a week. With an optional fixed fee per week. 
  • Per Hour Taught - fee based on the number of lesson hours taught in a week. With an optional fixed fee per week. 
  • Fixed - a fixed fee per week.

All fees are calculated weekly but billed according to the instructor' billing period settings. See Instructor Franchise Summary - Changing Billing Period for details.

Below we have an example of how weeks are included for billing based on a typical monthly billing cycle:

Billing Period - Week Catchment

Billing Period - Week Catchment

  • Dark Blue Weeks - those that are considered part of the current billing period because they end within the period. Fees will be calculated for these weeks and added to the 'Open' invoice for the appropriate billing period. See Instructor Franchise Summary - Invoices for more details.
  • Light Blue Weeks - those that are not considered part of the billing period because they end outside the period.

Per Lesson Type

  • Based on the number of lessons & tests taught by an instructor within a week, regardless of hours.
  • How covered lessons are charged is based on the school's franchise settings. See Settings for more details.
  • Supports variable fee bands depending on the number of lessons taught by an instructor within a week, commonly known as quantity breaks.
  • Can have an optional fixed fee charged per week. Useful for charging a regular administration fee to the instructor.

See How to Set Plans Up - Per Lesson Type for details on how to set up this type of franchise plan.

Per Hour Type

  • Based on the hours taught during lessons & tests by an instructor within a week, regardless of the number of lessons. Fees are calculated to the nearest minute and rounded up to the nearest whole penny/cent.
  • How covered lessons are charged is based on the school's franchise settings. See Settings for more details.
  • Supports variable fee bands depending on the number of hours taught by an instructor within a week, commonly known as quantity breaks.
  • Can have an optional fixed fee charged per week. Useful for charging a regular administration fee to the instructor.

See How to Set Plans Up - Per Hour Type for details on how to set up this type of franchise plan.

Fixed Weekly Rate

  • No lesson or hour based component.
  • Simply a fixed fee charged per week. Useful for charging a regular administration fee to the instructor.

See How to Set Plans Up - Fixed Weekly for details on how to set up this type of franchise plan.

How to Set Plans Up

To access this feature select the 'Franchise Plan' tab on the 'Franchise' page. For help accessing this page see Managing Franchisees.

See Managing Franchisees - Setting Plan for details on how to assign instructors to franchise plans.

Desktop

Franchise - Franchise Fees Tab - Desktop

Franchise - Franchise Fees Tab - Desktop

  1. Search - search for plan by name. The list will change as you type.
  2. New Action - click to add a new plan. See Adding for more information.
  3. Delete Bulk Action - deletes the selected plans. You will be prompted to confirm. Used in conjunction with the selection methods detailed in points 4 & 5 below. See Deleting for more details.
  4. Select All Plan Items On The Current Page - used conjunction with the Set Active/Inactive bulk actions. See point 3 above for details.
  5. Select This Plan Item - used conjunction with the Set Active/Inactive bulk actions. See point 3 above for details.
  6. Franchise Plan Item - click to view & edit the plan. Show the 'Edit Franchise Plan' popup. See Editing for more information.
  7. Instructors Assigned - The number of instructors assigned to this plan. Some column headers can be clicked to sort the list based on the contents of the column.
  8. Actions Link - Click to show a menu with various options for a particular plan. See Plan Item Actions for details.
  9. List Page Information - The list only shows a maximum of 10 items at a time. To move back and forward between pages you can use the Prev/Next links here.
Plan Item Actions
  • Edit - view & edit the plan. Show the 'Edit Franchise Plan' popup. See Editing for more information.
  • Delete - deletes the selected plan. You will be prompted to confirm. See Deleting for more details.

Mobile

Franchise - Franchise Fees Tab - Mobile

Franchise - Franchise Fees Tab - Mobile

  1. Search - search for plans by name. Enter your search terms and tap the spyglass button to filter the list.
  2. Franchise Plan Item - tap to show a menu with various options for a particular plan. See Plan Item Actions for details. Tapping and holding will select/deselect the row for use with bulk actions such as delete (see point 5).
  3. Instructors Assigned - The number of instructors assigned to this plan.
  4. New Action - click to add a new plan. See Adding for more information.
  5. Delete Bulk Action - deletes the selected plans. You will be prompted to confirm. Used in conjunction with the selection methods detailed in point 2 above. See Deleting for more details.
  6. List Page Information - The list only shows a maximum of 10 items at a time. To move back and forward between pages you can swipe. Swipe left - next page. Swipe right - prev page.
Plan Item Actions
  • Edit - view & edit the plan Show the 'Edit Franchise Plan' popup. See Editing for more information.
  • Delete - deletes the plan. You will be prompted to confirm. See Deleting for more details.

Per Lesson Type

From within the 'Create New Franchise Plan' popup select 'Per Lesson - Weekly' from the 'Type' drop down. The popup will change to reflect the type being created.

The layout of the popup is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Create New Franchise Plan - Per Lesson - Desktop

Create New Franchise Plan - Per Lesson - Desktop

  1. Name - allows you to add a meaningful name to the plan. This helps you find plans at a later date using the list search facility.
  2. Type - should be 'Per Lesson - Weekly'.
  3. Fixed Amount -  an optional fixed fee charged per week. Useful for charging a regular administration fee to the instructor. Set to 0 if a fixed fee is not required.
  4. Weekly Fee Bands - you can define fee bands depending on the number of lessons taught by an instructor within a week, commonly known as quantity breaks. This allows you define reduced fees for instructors who teach a large number of lessons per week.
  5. Fee Band Boundary - you can slide this to adjust the fee bands. Changes here will be immediately applied to the bands below this slider.
  6. Fee Band Boundary.
  7. Add a New Band - adds a new band in this space. The bands before and after will be adjusted automatically to fit the new band. Once added you can adjust the start and end values using the sliders. You can add up to five bands per plan.
  8. Delete This Band - removes the band The bands before and after will be adjusted automatically to fill the space left by the deleted band. Once deleted you can adjust the start and end values for the other bands using the sliders. You must have at least one band for a plan.

Click/tap 'Save' to create the plan.

Per Hour Type

From within the 'Create New Franchise Plan' popup select 'Per Hour - Weekly' from the 'Type' drop down. The popup will change to reflect the type being created.

The layout of the popup is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Create New Franchise Plan - Per Hour - Desktop

Create New Franchise Plan - Per Hour - Desktop

  1. Name - allows you to add a meaningful name to the plan. This helps you find plans at a later date using the list search facility.
  2. Type - should be 'Per Hour - Weekly'.
  3. Fixed Amount -  an optional fixed fee charged per week. Useful for charging a regular administration fee to the instructor. Set to 0 if a fixed fee is not required.
  4. Weekly Fee Bands - you can define fee bands depending on the number of hours taught by an instructor within a week, commonly known as quantity breaks. This allows you define reduced fees for instructors who teach a large number of hours per week.
  5. Fee Band Boundary - you can slide this to adjust the fee bands. Changes here will be immediately applied to the bands below this slider.
  6. Fee Band Boundary.
  7. Add a New Band - adds a new band in this space. The bands before and after will be adjusted automatically to fit the new band. Once added you can adjust the start and end values using the sliders. You can add up to five bands per plan.
  8. Delete This Band - removes the band The bands before and after will be adjusted automatically to fill the space left by the deleted band. Once deleted you can adjust the start and end values for the other bands using the sliders. You must have at least one band for a plan.

Click/tap 'Save' to create the plan.

Fixed Weekly Rate

From within the 'Create New Franchise Plan' popup select 'Fixed Fee - Weekly' from the 'Type' drop down. The popup will change to reflect the type being created.

The layout of the popup is different for the Desktop & Mobile interfaces, but the functionality remains the same.

Create New Franchise Plan - Fixed Weekly - Desktop

Create New Franchise Plan - Fixed Weekly - Desktop

  1. Name - allows you to add a meaningful name to the plan. This helps you find plans at a later date using the list search facility.
  2. Type - should be 'Fixed Fee - Weekly'.
  3. Fixed Amount -  a fixed fee charged per week. Useful for charging a regular administration fee to the instructor.

Click/tap 'Save' to create the plan.

Editing

The popup for editing existing plans is almost identical to that for creating new ones. The differences are:

  • You cannot change the plan type. The type is shown as a read-only field for information only.
  • Instructors Assigned - The number of instructors assigned to this plan is shown as a read-only field for information only.

Pressing 'Save' will save any changes you have made to the plan. These changes will take effect immediately and will be applied to all instructors on the plan from this date forward.

Deleting

When deleting a plan you will be prompted to confirm that you wish to do so:

Delete Franchise Plan - Prompt - Desktop

Delete Franchise Plan - Prompt - Desktop

If the plan has instructors assigned then you will be unable to delete the it:

Delete Franchise Plan - Cannot Delete - Desktop

Delete Franchise Plan - Cannot Delete - Desktop

You will be able to delete the plan once you have assigned it's instructors to another plan. See Managing Franchisees - Setting Franchise Plan for details.