Schoolworks
Schoolworks Knowledgebase
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Title - A to Z
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Academics
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Accessing Jira Support/Project Ticket Desk
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Accommodation
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Accommodation 1
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Accommodation Accounts - Matching Preferences
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Accommodation Accounts - Payment fields OLD
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Accommodation Batch Payments
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Accommodation Bookings
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Accommodation Payment Batch - Configure
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Accommodation Payment Batch - Run
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Accommodation Placements
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Accommodation Placements via the Enrolment Screen
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Accommodation Provider Payments
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Accommodation Providers
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Accommodation Scheduler Basic Navigation
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Accommodation Screen - Placement
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Accommodation Screen - Room Reservation
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Accommodation Screen Overview
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Accounting Periods
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Accounts
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Activating a Teacher Portal Account
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Activating your Account
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Adding, Editing & Removing Classrooms
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Adjusting/Defaulting IT Lesson Durations
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Aged Debt Reporting
View more
Schoolworks Knowledgebase
View
Tree
DEFAULT
Title - A to Z
PAGES
•
Academics
•
Accessing Jira Support/Project Ticket Desk
•
Accommodation
•
Accommodation 1
•
Accommodation Accounts - Matching Preferences
•
Accommodation Accounts - Payment fields OLD
•
Accommodation Batch Payments
•
Accommodation Bookings
•
Accommodation Payment Batch - Configure
•
Accommodation Payment Batch - Run
•
Accommodation Placements
•
Accommodation Placements via the Enrolment Screen
•
Accommodation Provider Payments
•
Accommodation Providers
•
Accommodation Scheduler Basic Navigation
•
Accommodation Screen - Placement
•
Accommodation Screen - Room Reservation
•
Accommodation Screen Overview
•
Accounting Periods
•
Accounts
•
Activating a Teacher Portal Account
•
Activating your Account
•
Adding, Editing & Removing Classrooms
•
Adjusting/Defaulting IT Lesson Durations
•
Aged Debt Reporting
View more
System Administration
Configuring Services & Price Items
Services & Price Items Overview
What is a Service?
Copy Service Function
Service Dates
Service Option Types and Service Options
Finance Group (services)
What is a Price Item?
Prices
Agent Commissions
Price List Management
Price List & Price List Group Picklists on Account Screens
Configuring Service/PriceItem for Partial Invoicing (Instalments)
Document Templates
Google Drive Integration
Document Template Branding
Creating a New Document Template
Editing Existing Document Templates
Doc Apex Tables
Creating Static Document Records
Formatted Reports
How to remove Header and footer from Google Docs
Auto Document Creation
Email Templates
User Management
User Licenses, Profiles, Permissions, Roles & Public Groups
User License Comparison - Schoolworks & Sales Cloud
MFA Access to Salesforce and lost/replacement device
Reset Customer Experience User Password
Integrations
Sales Cloud Integration
SMS Text Messaging
Jitterbit Dataloader
Calendly
Pardot
Pardot Lightning Email Builder
Miscellaneous System Configuration
Creating a Language Record
System batches
School Holidays
Status Flags
Adjusting/Defaulting IT Lesson Durations
Setup or Renew a CA Signing Certificate
Custom Domain SSL Certificate - New and Renewal
Student ID Card Printing Troubleshooting
Online Booking System Activation
DKIM and SPF Email Credibility