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

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



Steps
1. Go to the Client Care > Clients list, and filter and find the client for whom you'd like to add a consultation report. Select the Add/Edit Consult Report icon.



2. On the Edit Consultation Report screen, fill out the following mandatory fields:
- Student Name (top of the form): if there are multiple students, select the correct student's name (1 consultation report per student)
- Level
- Subject Category
- Area(s) of Tutoring
- Expectations of Tutoring
- Learning Disabilities/IEPs (if applicable - by default, it is "NA")
**Fill out other fields as you see fit.


3. Save the report.
4. Go back to the Client Care screen, and beside the client for whom you've just added/edited a consultation report, select the Student Profile Detail (silhouette) icon.
5. Select the Send Consultation Report (envelope) icon.



6. Add the tutor's/contact's email in the "To:" field, and select the Send icon when done.





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