Maddie Bell
Customer Success Analyst
Articles
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Add private or shared notes for Guardian Consultations
Guardians and staff can add notes to guardian consultation meetings. This can be done for both booked and not yet booked meetings. And can be a private note for the staff or can be shared with the ...
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Error 1886
Pupil has at least one learning aim which was active in the previous academic year but there are no previous year planned learning hours recorded. Go to the Student Profile and click Enrolment on t...
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How can I log more payments for a club?
This article explains how you can add an additional payment for a student who has paid an amount towards a club in cash, cheque or bank transfer and you need to add this record to the club. Please ...
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How can I change or add a Bill Payer?
When Guardians are making payments on the Parent Portal they can select a bill payer. Guardians are unable to change, add or remove bill payers, but you can do this on the school's side. Please not...
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How can I log more payments for a trip?
This article explains how you can add an additional payment for a student who has paid an amount towards a trip in cash, cheque or bank transfer. Permissions To add an additional payment you'll nee...
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Edit whether guardians are Primary Guardians in bulk
You can update guardian types in bulk, or from the guardian profile in the Linked Students section. You can see more information on what a Primary Guardian is and how this is different from Legal G...
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Can we create Guardian Consultations for Applicants?
If you'll be setting up Guardian Consultations in bulk for guardians to book onto, any students you wish to run Parents Evenings for need to be currently enrolled students. When students have Appl...
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Errors 4001 and 4002
Pupil is not eligible for National Tutoring Programme (NTP). 4001 will flag when the student has the funding set but is not in a year group that is eligible (and isn't aged 5-15 as of 31st August)...
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Change a temporary UPN to a permanent UPN
To add a UPN to a student who currently doesn't have one, follow this article on Adding a UPN to a student. Typically Temporary UPNs are formatted differently and usually flags as such in Arbor. T...
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Suspending contract due to maternity leave
When a staff member goes off on Maternity leave, you should not delete or end their contract or business roles in Arbor (unless they are permanently leaving your school). Instead, you can add a rec...