How do I?

Short walkthroughs for the jobs that come up, one screen at a time.

The rest of this guide is a reference: it tells you what a screen is and what each field does, and it is the right place to look when you want to understand something. These pages are the other way round. Each one starts from a job somebody actually has to do, and shows the screens in the order you would touch them.

Where these come from

Every walkthrough here answers something customers ask us often — not a feature we thought needed explaining, but a question that arrives in support again and again. The order they were written in is the order of how often they are asked.

A pupil is missing from a register	The most common question we get. Five causes, four of which you can fix yourself
A payment schedule is not collecting	Usually because the payer has not made the first payment, so there is no card to charge
A pupil did not progress into the new year	The September one, and the failures are silent

How to use them

Each walkthrough moves a step at a time, with the screen on one side and what to do on the other. The arrow keys work, and Show all steps as text turns the whole thing into a list you can scan or print.

They are written to be worked through in order, because each step rules out more cases than the one after it — going straight to the end is usually slower.

If one of these nearly fits

Tell us. These are chosen from what customers ask, so a question we are not covering is worth knowing about — and if you have found a job that needs a walkthrough of its own, that is exactly how this list gets longer.