In the last update we added: a course session, attendance tracking, uploading an administrator pic/headshot, and word translations for course/courses and report/reports.
COURSES
A course can be any type of single session, group session or open group session. Courses have an enrollment deadline and a drop deadline. If you allow your clients to add themselves to open sessions, a client can join a course up to and including the enrollment deadline. Similarly, a client can drop from a course on our before the drop deadline.
When a course is a recurring series; more than one session date, when a client joins the course they are automatically enrolled in all sessions. When a client drops from a course they are dropped from all courses in the recurring series.
Within the online booking tool, the group bookings will display courses that your clients can join. The information button will reveal a modal window with the session notes and a list of all sessions in the course/recurring series. Furthermore, your clients will see the total cost of the course. The cost of a course is calculated by taking the hourly or fixed cost of a single session multiplied by all sessions in the recurring series.
You can select a unique name for this new type of session. Possible names include: course, class, seminar, webinar etc.
ATTENDANCE
When a session is saved the client's attendance will be tracked. You can review a client's attendance from their view page. Clients can review their attendance by navigating to: SESSIONS> ATTENDANCE. Admin, staff and client users can download the attendance report to PDF, CSV, Excel or print the report.
Single or 1:1 sessions that are cancelled or missed are tracked as absent. Completed sessions are tracked as present. For custom completion types follow the same rules based on their cancelled, missed or completed type.
Group sessions now have a setting for attendance for each client. By default the client will be marked as present. In the event the client was not present for the group session you can easily select the absent option.
WORD TRANSLATION
Two new word translations were added, they are: course/courses and report/reports.
The report/reports word translation replaces the "assessments" label. For existing accounts we kept assessment/assessments but moving forward report/reports will be used. If you would like to change this navigate to: SETTINGS > WORD TRANSLATION.
ADMIN HEADSHOT/PIC
Admin accounts can now upload a headshot/pic. We plan on adding pics to various communication modules like the sales manager. That will take place in subsequent updates.
If you would like to have the option to upload headshots/pics to client accounts please let us know.
NEXT UPDATE
Our next update will be a GoCardless integration. GoCardless is a debit card processing company that is available in 30+ countries. We like GoCardless because the transactions fees are usually better than credit card processors. More information will follow.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
