How to manage your payments

Roadio Quick Start Guides

How to manage your

payments

Roadio allows you to keep track of your payments in a number of ways

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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

Let’s start by marking a lesson as paid when your pupil pays

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Let’s start by marking a lesson as paid when your pupil pays Tap on Lessons in the main menu

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This displays all your past and future bookings

Tap on the lesson you wish to mark as paid

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This displays all your past and future bookings

This will display the lesson details

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Tap Mark as Paid to confirm that the pupil has paid for the lesson

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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)

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(This is what your pupil sees) Your pupil immediately sees that you confirmed his payment in the learner version of the app

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(This is what your pupil sees) Success! You have just marked a lesson as paid

Next let’s see how much a pupil has paid to date and how much he owes you

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Next let’s see how much a pupil has paid to date and how much he owes you Tap on Pupils

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This displays a list of all your pupils

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Tap on the pupil whose payments you wish to check

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Tap on the pupil whose payments you wish to check Let’s pick Leo

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This displays Leo’s profile

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Tap on Credits & Payments

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You can now see a list of all lessons you have booked with Leo, both past and future

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The list is divided into lessons Leo has already Used

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And Unused lessons that haven’t taken place yet

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For each lesson, you can also see if Leo paid, or hasn’t yet paid and what was the amount

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You can also see how many hours Leo has remaining in his Unused lessons

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And the total hours he booked as a block

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Great! Now know how to view your student’s payments and remaining credits

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Now let’s check how much payment you have received in total from all your students

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Now let’s check how much payment you have received in total from all your students Tap Back until you exit the Pupils menu

In the main menu, go to your Profile

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This is where you can manage your profile

Here you can see the total of all payments you have received so far

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Tap on Payments to see a breakdown of your received payments

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You can now see a breakdown of all the payments you have received by pupil and by date

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Tap Back to get back into the main menu

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All done! You now know how to manage your payments using Roadio

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Remember you can: Mark a particular lesson as paid in Lessons

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Remember you can: Check a particular pupil’s payments and remaining credits in Pupils

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Remember you can: And check the total and the breakdown of all your received payments in Profile

For more guides and more information visit:

Roadio support library

Or email support@roadio.com

www.roadio.com