All your users; tutors, students, staff, and administrators have their own calendar and session lists. For convenience, tutors and students have upcoming sessions listed on their dashboard as soon as they log in. Visually see tutor availability, set breaks, leave notes and messages for students and tutors, and display company closures. All of this is done from the calendar.
Not all tutoring companies have the same needs, therefore we allow administrators to set permissions for the calendar. You can limit the viewing of appointments between tutors, and control the options available to your staff.
Automatic session reminders can be e-mailed or text messages sent to participants in advance of appointments. The subject and message can be edited by administrators and staff or use the default text. This reduces cancellations and increases revenue. Many of our clients pay off the cost of the software by reducing cancellations alone.
Record assessments and reports and share them with the student and their parents. 100% configurable with options to meet your specific reporting needs. For example, Evaluation PIE-Charts, Yes/No results, multiple choice outcomes, and anecdotal record keeping.
Monitor the success of your tutoring business by reviewing its income statement. You choose the start and end months and review revenues, expenses, and taxes collected. Data displayed in lists and charts for your convenience.
Instantly know who owes you money by using balance sheets. Quickly access the student's service and payment history or record payments. Use PAY ASSIST to make a payment by credit card on behalf of the student.
Create multiple invoices with a couple clicks for students with balances on their accounts. Invoicing is extremely flexible allowing you to invoice for past and future sessions, or provide a service history when asked. Set an invoice schedule based on your specific needs and allow the business software to do the work automatically for you.
Send e-mails or text messages when an invoice is created. Send e-mails or text messages to past due accounts with invoice attachments. Send e-mails to confirm when payments are received. Administrators can also be cc'd on e-mails.
Track the availability of your students and tutors by day and time interval. Students and tutors can update their availability when they log in to their accounts.
Assign subject teachables to your tutors or teachers. Your tutors or teachers can review the subjects assigned to them. They can request a subject competency if one is not assigned.
When a new student account is created, you can pre-assign a tutor to them. When a new tutor account is created, you can pre-assign a student to them. You can review assigned tutors within the students view page.
To find a tutor for a student, use our scheduling tool to filter by availability, location, and subject competency. When a list of tutors are available, you can review in more detail, their schedule and initiate contact.
Prospects are separated from other students to ensure they get your full attention within the sales cycle. At a glance, you can review which account have notes, todos, and sales quotes.
Keep track of all your correspondence with a student or parent using sales notes. The name, date and time of the note's creator is clearly visible with each note. Great for sales teams.
Create quick todo's when you're talking with a student or client to ensure you don't forget something important. For sales teams, todo's ensures service quality is consistent through superior communication.
If the client won't commit without a quote, no problem! Sales Manager can assemble quotes for clients within minutes. The process uses WYSIWYG (What you see is what you get) technology making quote generation so easy.
