Client portal: course schedule, receipts and paying a balance

Session schedule

Each registration shows one line per student and course with:

• the course name and the student's name,
• the start and end dates (or the exact date and time for a single-date booking),
• the class days and times,
• the location and its address, or Online when no physical location is selected,
• the trainer or trainers teaching the course.

All of this comes from the course and session details you enter in Educatify. Confirmed online bookings also show the meeting link, passcode and joining instructions. Customers can add classes to a calendar or subscribe to their private booking calendar; attendance appears when class dates and marks have been recorded.

Receipts and paying a balance

• Receipt opens a printable receipt with every payment on file, the total, the amount paid and the balance due.
• Pay balance appears when money is still owed. Your customer pays the full remaining balance by card through the payment gateway connected to your account. Educatify always works out the amount – customers can't change it.
• When a registration is fully paid, a Pending registration moves to Confirmed automatically, and you and your customer both get a payment receipt by email.
• Cancelled registrations show the receipt only – there is nothing to pay.