Bulk Assigning Tutors/Instructors to Students/Clients

January 1, 2025

You can assign practitioners to your clients from the client and practitioner ADD and EDIT pages. However, this process can be slow. To assign faster you can use the bulk assign tool. To use the bulk assign tool navigate to the CLIENTS LIST at:

CLIENTS from the main menu
CLIENTS LIST from the main menu
Click on the checkboxes for the clients you are interested in assigning
From the drop down option select, ASSIGN PRACTITIONER (remember the word PRACTITIONER will be your unique word, for example: tutor, coach, instructor)
From the ASSIGN TYPE, select the method you want. You can choose from: GEO-LOCATION, ZIPCODE/POSTAL CODE, CITY, STATE and COUNTRY
Click SUBMIT
Follow our visual guide below for additional assistance

MAKE SURE THE ASSIGN COLUMN IS SHOWING:

How to view thge assigned practitioners or tutors for each client or student

ASSIGNED PRACTITIONERS ARE LISTED IN BULLET FORMAT:

Notice the ASSIGN column that is visible within the clients tabkle

HERE IS AN EXAMPLE OF A CLIENT WITH NO PRACTITIONER'S ASSIGNED:

Here is an example where the client has no practitioners assigned to them

SELECT THE CHECKBOX FOR THOSE CLIENTS YOU WANT TO ASSIGN:

Click within the checkbox for any client or student you want to bulk assign

CHOOSE ASSIGN PRACTITIONERS/TUTOR:

From the drop down option, make sure to select ASSIGN PRACTITIONER or ASSIGN TUTOR

CHOOSE AN ASSIGN TYPE FROM THE LIST OF OPTIONS:

Choose an ASSIGN TYPE. You can choose geo-location, zipcode or postalk code, city, state or country

CLICK THE SUBMIT BUTTON TO HAVE THE SYSTEM ASSIGN PRACTITIONERS/TUTORS TO THE CLIENT/STUDENT:

Click on the SUBMIT BUTTON to start the bulk assign process

ANY PRACTITIONERS/TUTORS THAT MEET THE REQUIREMENTS WILL BE LISTED:

When the system as finished, you will see any assigned practitioners, if the selected criteria could be met

Sincerely,

The Bizstim Team

Update Coming

NewerAdditions, Removals and Updates Older Enhancements and New Functionalities