Retainer Section
This guide explains how to manage a student's retainer in Achieve.
Within a student's Achieve profile, click Retainer.
To add time purchased or used, press + Add H0urs.
Under Entry Type, choose if you're recording time purchased or used.
When all the necessary details are added, press Add Entry.
To view all appointments, press the down arrow icon. All meetings that are in the past will be automatically be marked as Hours Used. These appointments are being pulled from Acuity/Calendly.
If you're reviewing an essay, you may want to use the stopwatch to record the time spent. Press Start when you're ready to begin.
Click on Stop when you're done.
Under the Description field, you can add in details, such as what the time was spent on.
Click on Save To Retainer when complete.
To edit an entry, click on the Pencil icon.
Once you've made any necessary edits, press Update Entry.
To delete an entry, press the Trash Can icon.
Then click on Confirm.
Done 🚀
