Arbor Payments, Meals and Shop

Course Overview

By the end of the course you will have the skills necessary to set up and use the Payments modules of Arbor.

Course Objectives

The course will guide you through how to use the Finance module in Arbor, including setting up bank accounts, reporting on payments, how to complete transactions such as adding credit notes, setting up the school shop and setting up meals and carousels.

Target Audience

The course is aimed at new and experienced users of Arbor who are responsible for the setup and maintenance of the finance module in Arbor. Knowledge of Arbor is required and finance is desirable.

This course will be delivered live via a Teams meeting.  The meeting link will be emailed to the delegate ahead of the course. 

Please Note: AI recorders and not permitted and will be removed from the meeting.

Pre Requisites

• A stable internet connection.
• 2 Screens are desirable (1 for Teams meeting and 1 for Arbor).
• A headset or speaker are essential so that delegates can hear the trainer.
• A microphone and a camera are desirable but not essential. Delegates can also use the chat function in Teams to ask any questions they may have.
• Courses are delivered live. Delegates must be on time and available undisturbed for the duration of the course. If courses are scheduled for multiple days, you must be available for all dates/times to complete the course.
• Courses are recorded for observation and quality control only.

Our training sessions come in two formats: demonstration and interactive. For interactive sessions, participants will use a training database. Your trainer will inform you of the format for your chosen course and provide login details if necessary, before the course begins.

Please Note: we have a strict policy concerning maximum numbers of delegates on each course.  Each delegate must book a separate place and will receive an individual Teams meeting link.  Please do not share the meeting link or invite other colleagues to the course.  A charge will be applicable for any additional delegates.

Cancellation Policy:

We understand that plans can change unexpectedly. However, timely communication regarding course cancellations is crucial for effective course planning and resource allocation.

For cancellations made by the school/delegate within two weeks (fourteen days) of the course start date, we reserve the right to charge the full course fee.

If schools have prepaid for the course and cancel within two weeks (fourteen days) of the course start date, we reserve the right to withhold refunds for the cost of the booking.

How to Cancel: 

To avoid incurring any fees, please notify us of your cancellation at least two weeks (fourteen days) prior to the course start date. You can reach us by phone on 03452 226802 or via email at helpdesk@schoolicts.co.uk

Please note: It may occasionally be necessary to cancel courses if the minimum number of delegates is not met. Where a training course is cancelled, we will endeavour to offer alternative dates or provide a full refund if a suitable alternative cannot be found.

By booking a course with us, you acknowledge and agree to abide by this cancellation policy.

We appreciate your cooperation and understanding.