We don't migrate this information from any MIS provider.
You will first need to:
- Set up card payments in Arbor to take payments via card: Setting up Card Payments in Arbor
- Set up any Trips, Clubs or Wraparound Care in Arbor - take a look at this article for which we recommend for different uses
To set the initial balances:
- For Trips and Clubs, manually sign any students up that have already paid (using the payment method of cash, cheque or bank transfer alongside a note that the balance is transferred)
- For Wraparound Care, you'll need to set up a new Account Type to use for payments, and set the initial balances
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