Purpose •Identifies clients based on how many hours in an enrollment they have left Notes •Use this report to plan direct reach outs to clients accordingly •Utilize this report identify who you will include on re-enrollment campaign emails •Run ...
Purpose •Tutor Supplier Report – Used to calculate tutor pay within certain time frame Notes •Ensure tutor pay rate is set up in order for this report to work •Monitor your tutor margins, ensure to keep it 40% or below overall •Run this report ...
Purpose •To reconcile tutoring hours used vs hours paid for (by client account) Notes •Registration fees and material costs are not included in the revenue reconciliation report •Use this report to identify prepaid liabilities for all clients (set as ...
Purpose •Identify all customers who have not had an initial session or an additional session in 8+ days Note •By default, this will show all customers between 8-364 days dormant •Use the filter button to show clients who have been dormant for greater ...
On the top ribbon, select Administration > My Hours Set the date range (Start Date and End Date) for the period for which you are invoicing You can Filter by Appointment Date or by Session Submission Date in the Date Filter On field Select Apply ...