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How to manage your payments

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Welcome ADIs,
Find out how to manage your payments using the Roadio app in this quick guide.

Cheers!
Team Roadio
(We recommend viewing in fullscreen!)

Publicado en: Móvil
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How to manage your payments

  1. 1. Roadio Quick Start Guides How to manage your payments
  2. 2. Roadio allows you to keep track of your payments in a number of ways 2 See how to… • Mark lessons as paid • View a pupil’s payments and credits • View your total payments received to date • View a breakdown of your received payments
  3. 3. Let’s start by marking a lesson as paid when your pupil pays 3
  4. 4. Let’s start by marking a lesson as paid when your pupil pays Tap on Lessons in the main menu 4
  5. 5. 5 This displays all your past and future bookings
  6. 6. Tap on the lesson you wish to mark as paid 6 This displays all your past and future bookings
  7. 7. This will display the lesson details 7
  8. 8. Tap Mark as Paid to confirm that the pupil has paid for the lesson 8
  9. 9. Tap Mark as Paid to confirm that the pupil has paid for the lesson (To learn more about lesson details see “How to book lessons” in the Roadio support library) 9
  10. 10. (This is what your pupil sees) Your pupil immediately sees that you confirmed his payment in the learner version of the app 10
  11. 11. 11 (This is what your pupil sees) Success! You have just marked a lesson as paid
  12. 12. Next let’s see how much a pupil has paid to date and how much he owes you 12
  13. 13. Next let’s see how much a pupil has paid to date and how much he owes you Tap on Pupils 13
  14. 14. This displays a list of all your pupils 14
  15. 15. Tap on the pupil whose payments you wish to check 15
  16. 16. Tap on the pupil whose payments you wish to check Let’s pick Leo 16
  17. 17. This displays Leo’s profile 17
  18. 18. Tap on Credits & Payments 18
  19. 19. You can now see a list of all lessons you have booked with Leo, both past and future 19
  20. 20. The list is divided into lessons Leo has already Used 20
  21. 21. 21 And Unused lessons that haven’t taken place yet
  22. 22. For each lesson, you can also see if Leo paid, or hasn’t yet paid and what was the amount 22
  23. 23. 23 You can also see how many hours Leo has remaining in his Unused lessons
  24. 24. And the total hours he booked as a block 24
  25. 25. 25 Great! Now know how to view your student’s payments and remaining credits
  26. 26. Now let’s check how much payment you have received in total from all your students 26
  27. 27. Now let’s check how much payment you have received in total from all your students 27 Tap Back until you exit the Pupils menu
  28. 28. In the main menu, go to your Profile 28
  29. 29. This is where you can manage your profile 29
  30. 30. Here you can see the total of all payments you have received so far 30
  31. 31. Tap on Payments to see a breakdown of your received payments 31
  32. 32. You can now see a breakdown of all the payments you have received by pupil and by date 32
  33. 33. Tap Back to get back into the main menu 33
  34. 34. All done! You now know how to manage your payments using Roadio 34
  35. 35. 35 Remember you can: Mark a particular lesson as paid in Lessons
  36. 36. 36 Remember you can: Check a particular pupil’s payments and remaining credits in Pupils
  37. 37. Remember you can: And check the total and the breakdown of all your received payments in Profile 37
  38. 38. For more guides and more information visit: Roadio support library www.roadio.com Or email support@roadio.com

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