This article explains the process for migrating or importing Trips, Clubs, or Wraparound Care into Arbor, noting that this information cannot be transferred from any MIS provider. It outlines the steps to set up card payments, create Trips and Clubs, and manually adjust initial balances for students who have already paid.
We don't migrate this information from any MIS provider, and it is not possible to import these details.
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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