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Welcome to the

Paritor Academy

We’ve put together a list of interactive training modules to help you get started

Introductory Videos

Running Xperios

This module will teach you how to setup Xperios for the first time.

Look and Feel

This module will take you through the different displays within Xperios

How Data is Managed

This module will explain how your data is managed via the Paritor infrastructure.

Getting started

System Configuration

This module will show you how to set up your information, system, finance and communication preferences.

Portal Parameters

This module will take you through customising your online Portal settings.

Culture and Language

This module will show you how to setup and change the culture of your business, as well as your language preferences.

CRM System

This module will take you through your CRM settings.

Calendar

This module will help you set up academic years, duration, leave reasons, register keys and task results.

Activity Sections

This module will take you through setting up your Activity Sections.

Service Types

This module will show you how to setup different Service Types.

Catalogue

This module will take you through how to setup your catalogue using Xperios.

Schools

This module will take you through setting up your Local Authorities, School Categories, School Types and Wards.

Teachers

This module will take you through setting up your pay scales and teacher contracts.

Accounts

This module will teach you how to setup Bursaries, Charges, Discount codes, Ledger codes and VAT codes.

Resources

This module will teach you how to setup your Resource settings.

Forms

This module will explain how to create forms.

Organising Your Contacts

Contacts

This module will teach you about the types of Contact within Xperios.

Schooble

This module will take you through associating, editing and disassociating Schooble accounts.

Associating Individuals

This module will show you how to associative an individual with an organisation.

Live Portal

This module will show you how to use the Live Portal

Managing User Access

This module will run you through how to grant users initial access to Xperios.

Managing Your Finances

Financial Management

This module shows you how to manage your finances with Xperios.

Financial Adjustments 1

This module will teach you how to create a credit refund, post a refund request, post a manual receipt and post a return receipt.

Financial Adjustments 2

This module will teach you how to change an invoice status, withdraw a pupil, write off an invoice, and put payment schedules on hold.

Card Schedules

This module introduces how card payments and schedules are processed.

Posting a Credit Adjustment

This module teaches how to post a credit adjustment to an invoice.

Scheduling Tuition

Studies

This module will show you how to manage your Studies.

Events

This module will teach you how to setup and run Events within Xperios.

Auditions

This module will show you how to add and edit Auditions.

Exams

This module will teach you how to setup and manage your Exam process.

Groups

This module will teach you how to set up and manage your groups.

Tuition

This module will teach you how to setup and manage your tuition process.

Applying Online

This module will teach you about the Live Portal.

Pupils

This module will teach you how to view and communicate with your pupils.

Resources Infrastructure

This module will take you through how to set up and edit resources.

Analysing Data

Importing Data

This module will show you how to import your own data into the system.

Grids

This module will explain how grids work within Xperios.

Dashboards

This module will introduce you to setting up and running queries on your data within Xperios.

Using Data API in Excel

This module will teach you how to setup to generate and use your API keys, with Excel as an example.

Issue Management

QnA

This module will teach you how to set up your own QnA knowledge base.

Issue Manager

This module will show you how to manage issues raised by your customers.

Support Request

This module will teach you how to raise support requests.

Live Teacher

Live Teacher 1

This module will teach you about the teacher area within the Live Portal.

Live Teacher 2

This module will run you through how to manage your waiting list and teacher pay.

Live Teacher - My Schedules

This module will run through My Schedules within the teaching section of the Live Portal.

Who Needs Training?

We recommend watching our training videos if you’re not familiar with the software, this will make sure that you learn the most efficient ways to get to where you need to be.

How complicated Xperios is depends on how complicated your tuition service is, the more things that you want the software to manage for you the more information and set-up that you’ll need to do. It’s worth the time-saving in the long run to make sure you’ve input all your data correctly. Want to learn more about all of the Xperios features?

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