How to Create a Consultation Report and Send It Out to a Tutor

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• 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 ...

• 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. ...

• Booking a consultation

  In the upper menu bar, click Lead to Consult > Leads. You will see the LIST OF ALL LEADS. Click on the Pencil Icon if you need to make edits to the lead form Click SAVE Click on the Calendar icon to book a consult You are now looking at the SHARED ...

• Lead to Consultation

  If you found this video helpful, check out these other resources! Bulk Uploading Leads Adding a Campaign Leveraging campaigns on BANG with Byron Zahm Completing a Consultation Report

• Adding a Tutor

  Hover over Activities Select Team Members where you will see the Directory of everyone on your team.  Click on Add a Team Member In the PERSONAL INFORMATION section fill in: Title: Suffix: First Name *Mandatory Last Name *Mandatory Birth ...