Edulabs
  1. Home
  2. Student Management
  3. Leads & Enquiries
  4. Convert a lead to a student
Getting started
Getting started
  • Navigate through Edulabs
  • Customise fields on registration form and student profile
  • Data importing
  • Add a new teacher
  • Add a new class
  • Add student to a class and generate 1st invoice
  • Add a teacher into a class
  • Understanding levels, subjects, classes and lessons
  • Onboarding & data importing
Student Registration
Student Registration
  • Registration Forms
    • Getting registration form links
    • Add terms and conditions to registration forms
    • Customise fields on registration form and student profile
    • Regular Registration Form
    • Holiday Registration Form
    • Trial Registration Form
  • Advanced Forms (Add-on)
Student Management
Student Management
  • Leads & Enquiries
    • Convert a lead to a student
    • How to add a new lead
  • Regular Students
    • Add end date for a student in a class
    • Change of class for a student
    • Add student to a class and generate 1st invoice
    • Add a new regular student
  • Trial Students
    • Add student to a class and generate 1st invoice
    • Convert trial student into regular student
    • Add a new trial student
  • Holiday Students
    • Add student to a class and generate 1st invoice
    • Convert holiday student into regular student
    • Add a new holiday student
  • Student Profile
    • Delete a student
    • Manage makeup vouchers on student profile
    • Make changes on student profile page
Academic & Classes
Academic & Classes
  • Levels & Subjects
    • Understanding levels, subjects, classes and lessons
    • Add levels & subjects
  • Terms
    • Bulk adding terms to classes
    • Add / update months or terms
  • Excluded days
    • Add excluded days (public holidays)
  • Class Management
    • Set up invoice items for holiday class
    • Add single lessons for holiday class
    • Add assistant teacher in the class and lessons
    • Difference between a class and a lesson
    • Bulk removing terms from classes
    • Bulk adding terms to classes
    • View the invoice items connected to the class
    • View activity history in a class
    • Add or update class schedule
    • Add a teacher into a class
    • Add a new class
  • Class Enrolment
    • Add student to a class and generate 1st invoice
    • Add end date for a student in a class
    • Change of class for a student
    • View activity history in a class
  • Progress Report
    • Using the Student Progress Report
Lessons & Attendance
Lessons & Attendance
  • Lesson Schedule
    • Delete a lesson
    • Changes to a lesson (date, time, classroom, teacher, lesson status)
    • Add a student to a lesson (for makeup or trial)
    • Remove a student from a lesson
    • Change of lesson for a student
    • Using the lessons page
    • Difference between a class and a lesson
  • Calendar
    • Delete a lesson
    • Add a student to a lesson (for makeup or trial)
    • Remove a student from a lesson
    • Change of lesson for a student
    • Classroom calendar view
    • Monthly calendar view
    • Weekly calendar view
    • Daily calendar view
  • Make-up Voucher
    • Makeup Voucher Setting
    • Add a student to a lesson (for makeup or trial)
    • Remove a student from a lesson
    • Manage makeup vouchers on student profile
  • Student Attendance
    • Attendance Marking Mode
    • Mark student attendance
  • Lesson Booking (Add-on)
    • Lesson Booking Window on Student/Parent Portal
  • Lesson Cancellation (Add-on)
    • Lesson Cancellation Window on Student/Parent Portal
  • Lesson Reminders
Finance & Invoicing
Finance & Invoicing
  • Finance setup
    • Add a late fee to an invoice
    • Enable One-time Fees (Registration, Material, Deposit)
    • Enable deposit management
    • Edit the payment text shown on invoice
    • Add invoice item
    • Add a new company
  • Billing Plans
    • Add or edit billing plan
  • Invoice Items
    • Set up invoice items for holiday class
    • Add invoice item
    • View the invoice items connected to the class
  • Subscriptions
    • Regenerate student subscription
    • Undo an invoice
    • Bulk generate invoices from subscriptions
    • Generate invoice from a single subscription
    • Understanding student subscriptions
  • Invoices
    • Merge invoices
    • Add a late fee to an invoice
    • Add a discount to an invoice
    • Add internal remarks to an invoice
    • Void an invoice
    • Send out invoice using Email or Whatsapp Web
    • Undo an invoice
    • Bulk generate invoices from subscriptions
    • Generate invoice from a single subscription
    • Apply credit note on an invoice
    • Create a new invoice manually
  • Payment & Receipts
    • Void a receipt/payment
    • Convert a payment into a credit note or refund
    • Record payment on an invoice
  • Credit Notes
    • Convert deposit into a credit note or refund
    • Convert a payment into a credit note or refund
    • Apply credit note on an invoice
    • Convert a student deposit into a credit note
  • Deposits
    • Convert deposit into a credit note or refund
    • Convert a student deposit into a credit note
    • Add or import student deposits
  • Refunds
    • Convert deposit into a credit note or refund
    • Convert a payment into a credit note or refund
  • Discounts
    • Add a discount to an invoice
    • Discount tiers
    • Add or edit a discount
  • Sales Report
    • Sales report
  • Merge invoices
Student Withdrawal
Student Withdrawal
  • Convert a student deposit into a credit note
  • Customise the fields on Student Withdrawal Form
  • Processing a student withdrawal request
  • Student Withdrawal form
Communication
Communication
  • Email
    • Auto-sending settings for email for invoice & payments
    • Update email templates
  • Whatsapp
  • Student Portal
    • Select the pages showing on student portal and adjust the order
  • Parent Portal
    • Select the pages showing on parent portal and adjust the order
    • Send out parent portal login
Staff Management
Staff Management
  • Admin & Teacher Access
    • Allow teachers to mark attendance on past lessons
    • Admin and super admin roles & permissions
    • Add a new admin account
  • Teacher Portal
    • Mark student attendance
  • Teacher Profile
    • Teacher profile page
  • Add a new teacher
HR & Timesheets
HR & Timesheets
  • Timesheets
    • Teacher timesheets
  • Teacher's Pay
    • Add a per lesson rate for a teacher
    • Add hourly rate for a teacher
    • Adjust setting for Teacher's Pay Rates
    • Generate Teacher Pay Report
    • Add teacher hourly or per lesson rates
Reports
Reports
  • Sales report
System Settings
System Settings
  • Finance settings
New Year Setup
New Year Setup
  • Step 1: Promote students' level in the new year
  • Step 2: Add terms for the new year
  • Step 3: Add excluded days for the new year
  • Step 4: Add or clone classes for the new year
  • Step 5: Add the new year's months/terms into the new year's classes
  • Step 6: Add students to the new year's classes
  • Step 7: Change system's year to the new year
Add-ons
Add-ons
  • Private Lessons
    • Add a new private lesson
    • Add teacher availability for private lessons
  • Lesson Credits
  • Quickbooks
  • E-learning Module
  1. Home
  2. Student Management
  3. Leads & Enquiries
  4. Convert a lead to a student

Convert a lead to a student

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Updated on 25 August, 2025
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