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Approving Session Reports
Hover over Sessions, click Reports, you can find session reports in four different sections. These options are the same in both Tutor and Franchisee views so you can both keep track of the session reports in each section. Pending: List of sessions ...
Submitting a Session Report (Tutor View)
Hover over Sessions, and click Reports. You are now looking at the Submitted session reports Click Pending to see list of booked sessions Click Create Session Report Icon In the SESSION INFORMATION form, enter the following: Student: Auto-populated ...
BANG: Re-Enrollment Process
Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...
Customizing your email templates
Accessing your email templates To access your email templates hover over Activities and click Email Templates. This brings you to the list of all email templates. In the left-hand menu, you also have the option to see the templates sorted by function ...
June 16, 2020 Release Notes
Enhancements & Fixes: Enrollment ID: Added enrollment numbers in Appointment/Session Report list views, in client and student detail view sub panels, as well as in session report exports - this means users will be able to understand which session ...