Skip to content
Workflow guide

How the school workflow connects from prices to reports

Use this gateway to understand what each area controls, what must be configured, and how it affects invoices, balances, teacher payouts, and reports.

Workflow map
Pricing
Course prices and discounts shape invoice lines.
Scheduling
Lesson records become the source for the next steps.
Attendance
Lesson outcomes explain charges, absences, and activity.
Invoices
Charges, discounts, and lesson rows become explainable bills.
Payments
Payments close invoices, debt, overpayments, and credit.
School reports and analytics
Connected records make revenue, debt, and risks visible.
Selected guideready

One operational chain, not separate admin tasks

Each workflow area produces records that the next area can reuse. Prices shape invoice lines, scheduled lessons create attendance context, attendance affects billing, payments explain balances, and reports reuse the same source data.

Typical workflow
  1. Course pricing & discounts
  2. Scheduling workflow
  3. Attendance tracking
  4. Student invoices
  5. Student payments & balances
  6. Teacher payouts
  7. School reports
Product workflows

Product manuals for common tasks

Step-by-step setup and operating instructions that extend the connected workflow guides.

Product manual

How to Add Employees and Teachers and Manage Access

Add employees or teachers to Intelligence Cloud, assign the right access, and manage invitations without exposing unrelated school data.

Updated: 2026-08-13
Read answer
Product manual

How to Invite Students to the Student Portal and Manage Access

Step-by-step instructions for inviting a student, checking activation, resending an invitation, deactivating access, and inviting the student again.

Updated: 2026-08-12
Read answer
Product manual

How to Use Your Student Portal

Step-by-step instructions for signing in and reviewing lessons, attendance, sent invoices, payment history, groups, discounts, and profile details.

Updated: 2026-08-02
Read answer
Product manual

How to Configure Email Templates for Invoices and Access Invitations

Step-by-step instructions for customizing student invoice emails, student portal invitations, and staff access invitations in Intelligence Cloud.

Updated: 2026-08-13
Read answer
Product manual

How to Grant a Teacher Access to the School Backoffice

Connect an existing teacher profile to a restricted staff account, send the invitation, and manage activation, blocking, and removal.

Updated: 2026-08-13
Read answer
Product manual

How Teachers Review Lessons, Mark Attendance, and Check Payouts

Sign in with a teacher account, review the personal schedule, record lesson attendance, and check calculated teacher payouts.

Updated: 2026-08-13
Read answer
Product manual

How to send student invoices by email

Learn how Intelligence Cloud sends student invoice PDFs by email, uses invoice due dates, and inserts school payment details into the message.

Updated: 2026-08-12
Read answer
Product manual

How payment details profiles work

Learn how Intelligence Cloud uses payment details profiles so different students can receive different payment instructions in invoice emails and PDFs.

Updated: 2026-06-14
Read answer

What to check after each step

Each section explains the setup, the operational action, and the result you should verify before moving to the next part of the workflow.