This guide provides administrators with a structured approach to reschedule team payments within the StatsTak Labs platform. It details how to access and modify payment amounts, dates, and methods to ensure accurate and timely financial management of team activities. The guide aims to make the financial administration as seamless and efficient as possible, ensuring that teams can focus on performance rather than administrative tasks.
Step-by-Step Guide:
1. Accessing Team Payments:
Navigate to the left-hand navigation bar on your dashboard and click on the 'Teams' option, represented by a trophy icon. This section displays all the teams you manage along with relevant financial statistics and management options.
2. Identifying the Associated Team:
Scroll to find the team whose payment schedule you need to edit. Hover over the three dots (menu icon) on the right-hand side of the team's entry to access a dropdown menu with various options.
3. Select the Edit Option:
From the dropdown menu, select 'Edit'. This will open a payment interface specifically tailored for customizing the payment details for the selected team.
4. Editing Team Payment Details (1/3):
In the payment details interface, navigate through the pages to update various aspects like team policies, membership requirements, and payment schedules. Confirm the details on each page before moving to the next by clicking 'Next'.
5. Editing Team Payment Details (2/3):
Continue adjusting the necessary fields related to contracts, required questions, and payment options. Each field can be edited to suit the team’s specific financial arrangements and requirements.
📢 Note that if a user selects a payment cycle after the assigned payment plan start date (designated during the team creation process), then the system will apply the same equidistant scheduling logic to charge the user at fixed dates. This will keep the user from being charged multiple payments in a short amount of time and maintain a consistent payment cycle.
6. Editing Team Payment Details (3/3):
Finalize the settings concerning administrative access and additional team management settings. Ensure all details are correct before proceeding.
7. Changing the Payment Date:
Adjust the 'Payment plans start' and 'Payment plans end' dates by selecting the dates directly from a calendar pop-up, ensuring that the payment schedule aligns with the team’s operational timeline.
8. Selecting the New Payment Date:
Choose a new starting or ending date by clicking on the appropriate date in the calendar. Use the navigation arrows to browse through months, and select 'Clear' if you need to remove a previously set date.
9. Saving the New Payment Schedule:
After all adjustments have been made, click the 'Save changes' button to apply the new payment schedule. This ensures all changes are updated in the system.
10. Confirming the Changes:
A confirmation message will appear to verify that the changes have been saved. Click ‘Continue’ to finalize the rescheduling process and return to the team management dashboard.
This guide ensures that administrators can effectively manage and reschedule team payments, a critical aspect of team financial management. By following these steps, admins can make precise adjustments to payment schedules, enhancing financial clarity and control. This systematic approach ensures a consistent and reliable administrative experience within the StatStak Labs platform.
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