Students
Courses, students, tuition and lessons — when you teach.
A student and their courses
First create the student: Students → New student — personal details only. Their card opens. Courses are added there: Courses → + Enroll in a course (course, group, price, payment plan, status). One student can have several courses, each with its own payments, lessons and certificate; a click on a course in the block opens it. In the students list a person has one line, with totals over all their courses. The student profile has Take deposit and Send form, as on a client card.
A student is a person on one of your courses. Underneath, every student also has a client card, so appointments, contracts and messages work as usual. Students never get the client mailings.
Courses
Press Courses in the Students section. A course has a name, a price, the number of lessons and the minutes per lesson. When a student enrols, the price and the lesson count are copied onto the student, so a later change of the course does not touch those already enrolled. A course that somebody took cannot be deleted — it is switched off and disappears from the list of choices.
A new student
- Press + New student.
- Pick the course (or type its name if it is a one-off), check the price and the number of lessons, set the start date.
- If the person is already a client, start typing the name in Already a client? — the card fills itself in. Otherwise fill in the details below.
- Save. With the Welcome message box ticked the welcome email / SMS goes out at once — write it first in Settings → Templates → Students.
The student card
Press the student's name in the list. The card shows the course, the status, the lesson progress bar, the price, what was paid and the balance, plus two lists:
- Tuition payments — only money for the course. Press + Take a payment: amount (the balance is offered), how it was paid, date and a note. A payment taken by mistake is deleted with ×.
- Lessons — the appointments marked as this student's lessons. Press + Schedule a lesson: the appointment window opens with the student already filled in; pick the master, the service, the date and the time. A past lesson counts as done, a future one as planned. The lesson opens from the list with ↗.
Training agreement
The student card has a Documents block. + Training agreement (or any other form) opens a document with the student, the course and the price already filled in. From there it is the same as client contracts: save, press Send for signature — the student signs on their phone from the link in the email, and the card shows “✓ Signed”. The text and the forms are edited in Settings → Documents → Students; if there is no training form yet, the program offers to create one.
Statuses
- Enrolled — signed up, not started.
- In progress — currently training.
- Graduated — finished; Mark as graduated in the ⋯ menu sends the congratulations if the template is written.
- Dropped — left the course; the balance is not counted as owed.
The list
The tiles at the top count students by status; Owed is the sum of the balances still to be paid — press a tile to filter the list. The filters narrow it by status and by course; the search looks through names, phones and courses.
Mailing to students
Tick the students (or “select all” in the table header) — the EMAIL and SMS buttons appear with the number of recipients. They open the same mailing windows as in Clients: the email goes to the ticked students with an address, the SMS to those with a phone number.
Part of Pro and Max. Pro / Max
Welcome to a student
The new-student form has the box “Send the welcome email / SMS after saving”. The text comes from Settings → Templates → Students → Student — Welcome (email and SMS). Until you save your own version, the standard text goes out. The {schedule} variable inserts the course days and hours.
Inside the program the same article is under Help.