Splitting an agreement is done in the tuition management site after syncing the leads so start by syncing the leads without the agreement.
PRO TIP! Use the following article and video on Syncing Leads from Your Admin Database to Your Tuition Management Site (Video Tutorial).
Next, go to the Leads Table > Edit lead.
Click Start New Agreement taking note that both parents should be tied to the lead.
PRO TIP! If you do not see all parents/guardians in this view you may need to add a family for the missing party in V1 click here for more info on Creating a Family Manually from the People Table.
Click the Agreement tied to Lead Family drop-down menu and select the family you want to tie the first agreement to.
PRO TIP! If you do not see both parents/guardians as options you may need to use these steps on Editing Type of Responsibility and Financially Responsible Options in V2 to make sure that the missing parent/guardian is set up correctly.
- Next, click Manage Signatures to confirm who will sign the contract.
- Select the correct parent > click Done
- After creating the form you will edit the line items manually based on how much each family should be responsible for. Click Save when you are done.
Repeat steps 3-5 selecting the second family and editing the line items manually as needed.