Business Implications and Technical Aspects of the Re-enrollment Report

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 Monthly ensure adequate client care follow up

New Functionalities:

- Added the Re-enrollment Report Notes in the client profiles

-Added the phone numbers column in the Re-enrollment Report for quick access

Related Articles
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 ...
Business Implications and Technical Aspects of the Tutor Supplier Report
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 ...
Business Implications and Technical Aspects of the Dormant Customer Report
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 ...
Business Implications and Technical Aspects of the Revenue Reconciliation 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 ...
Business Implications and Technical Aspects of the Open Invoice Hours Report
Purpose •Open Invoice Hours Report – Shows open invoices for all students for whom tutoring is in progress

Related Articles