Filtering the Re-Enrollment Report by Zip/Postal Code
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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 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 ...
Reviewing the Tutor Supplier Report
This report is available under Reports > Franchise Reports > Tutor Supplier Report. The report highlights: A list of each tutor’s hours with the pay rates and revenue associated A view of what your percent tutor cost is for each tutor on your roster. ...
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 ...
Completing a consultation report
A consultation report summarizes what happened in the consultation with your client. It should look familiar to you because it follows the Recommendation for Success form. To complete a consultation report, follow these instructions: In the upper ...