Step 5 — The first contract template

For whom:
Whoever runs the school
Time:
3 min

What you will get

The wizard finished, with or without a contract. This step is optional, and the wizard says so itself.

Step 5 of the wizard, with the Create template now and Skip and finish buttons Two ways out. Choosing "Skip and finish" ends the wizard just the same.

What a contract template is

It is the contract text written once, with gaps the system fills in on each enrollment: student's name, tax ID, amount, number of installments, dates.

You do not write one contract per student. You write one per type of course — sometimes one for the whole school.

The two choices

Create template now opens the template editor. If you already have your school's contract text to hand, it is quick: paste it, mark where the student's details go, save.

Skip and finish ends the wizard without a template.

What changes if you skip

Without a contract template, enrollments still work and so do charges. What does not happen is the contract part: nothing is generated for the student to sign, and the pending signatures screen stays empty.

Skipping makes sense when the contract text is still with the lawyer. It does not make sense if you already enroll students with a signed paper contract — in that case this is exactly what will save you work.

It can be created later under Contracts › Contract Templates, without redoing the wizard.

How to tell it worked

Whichever of the two ways out you choose, the wizard ends and you land on the panel. The system stops bringing you back to it, and the left-hand menu starts working in full.

If something goes wrong

I do not have the contract text yet. Skip. This is the only step in the wizard that leaves no debt behind.

I created the template but want to change the text. Contracts › Contract Templates. Contracts already signed do not change — and that is how it should be.

Each course at the school has a different contract. Create one template per course. The enrollment picks which one to use.

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