Setting Up Pupil Referral Rates

This feature is only available to School Admin users.

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

How Referral Rates Work

Pupil Referral rate allows you to specify an amount to charge your instructors for every pupil your school assigns to them. Fees will be added to each instructor's invoice for the current period at the point at which the instructor is referred. See Instructor Franchise Summary - Invoices for more details.

Referrals can be charged when sign up pupils by the following means:

On Pupil Creation

When a School Admin or Office Admin adds a new pupil directly using the pupil list and the assigned instructor has a franchise rate then they will be prompted to decide if they wish to charge a franchise fee or not. See Adding New Pupils & Managing Franchisees - Instructors for more information.

Add Pupil - Referral Rate Choice - Desktop

Add Pupil - Referral Rate Choice - Desktop

We recommend you charge a referral fee if your school has found the pupil through your marketing effort & introduced the pupil to the instructor.

We recommend you do not charge a referral rate if you are simply entering the pupil's details on their behalf.

On Pupil Sign Up

When a School Admin or Office Admin processes a new pupil sign-up and the assigned instructor has a franchise rate then they will be prompted to decide if they wish to charge a franchise fee or not. See Processing & Managing Pupil Sign Ups & Managing Franchisees - Instructors for more information.

Process Pupil Sign Up - Referral Rate Choice - Desktop

Process Pupil Sign Up - Referral Rate Choice - Desktop

We recommend you charge a referral fee if the pupil signed up using the generic school self-sign up link. See Sign Up Links - Generic School Link for more details.

We recommend you do not charge a referral rate if the pupil signed up using an instructor specific link. See Sign Up Links - Instructor Specific Link for more details

How to Set Referral Rates Up

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

See Managing Franchisees - Setting Referral Rate for details on how to assign instructors to referral rates.

Desktop

Franchise - Pupil Referral Rates Tab - Desktop

Franchise - Pupil Referral Rates Tab - Desktop

  1. Search - search for rates by name. The list will change as you type.
  2. New Action - click to add a new rate. See Adding for more information.
  3. Delete Bulk Action - deletes the selected rates. 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 Rate Items On The Current Page - used conjunction with the Set Active/Inactive bulk actions. See point 3 above for details.
  5. Select This Rate Item - used conjunction with the Set Active/Inactive bulk actions. See point 3 above for details.
  6. Pupil Referral Rate Item - click to view & edit the rate. Show the 'Edit Pupil Referral Rate' 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 rate. See Rate 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.
Rate Item Actions
  • Edit - view & edit the rate. Show the 'Edit Pupil Referral Rate' popup. See Editing for more information.
  • Delete - deletes the selected rate. You will be prompted to confirm. See Deleting for more details.

Mobile

Franchise - Pupil Referral Rates Tab - Mobile

Franchise - Pupil Referral Rates Tab - Mobile

  1. Search - search for rates by name. Enter your search terms and tap the spyglass button to filter the list.
  2. Pupil Referral Rate Item - tap to show a menu with various options for a particular rate. See Rate 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 rate. See Adding for more information.
  5. Delete Bulk Action - deletes the selected rates. 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.
Rate Item Actions
  • Edit - view & edit the rate. Show the 'Edit Pupil Referral Rate' popup. See Editing for more information.
  • Delete - deletes the rate. You will be prompted to confirm. See Deleting for more details.

Adding

Simply press the 'New' button. The popup will allow you to set up a new pupil referral rate:

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

Add Pupil Referral Rate - Desktop

Add Pupil Referral Rate - Desktop

  1. Name - Allows you to add a meaningful name to the rate. This helps you find rates at a later date using the list search facility.
  2. Amount - the amount to charge and instructor on this rate when they have a pupil referred to them.

Pressing 'Save' will create the rate.

Editing

This is similar to the 'Add' popup:

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

Edit Pupil Referral Rate - Desktop

Edit Pupil Referral Rate - Desktop

  1. Name - Allows you to add a meaningful name to the rate. This helps you find rates at a later date using the list search facility.
  2. Instructors Assigned - The number of instructors assigned to this plan.
  3. Amount - the amount to charge and instructor on this rate when they have a pupil referred to them.

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

Deleting

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

Delete Pupil Referral Rate - Prompt - Desktop

Delete Pupil Referral Rate - Prompt - Desktop

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

Delete Pupil Referral Rate - Cannot Delete - Desktop

Delete Pupil Referral Rate - Cannot Delete - Desktop

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