Individual lessons via group Interested
If, as a language school or a project offering individual lessons, you are first collecting interest and then creating dates and schedules, it is ideal to use a group – Interested(groups without dates).
The first question to ask yourself is how well you can tell when and how many dates you are offering a client. Individual lessons can be created with a schedule:
- Full – you know exactly when the dates will take place and how much you want to be paid for them. In this case, use progress courses with payment in advance or according to your own payment template. See instructions.
- Gradual - you don't know exactly when the dates will take place and the client pays by the number of hours. In this case, use open courses and create hours on a rolling basis with ongoing payments. If the client has prepaid credit, you can record it on the registration.
- How to create a course with open hours
- Instructions on how to edit payments on registration.
Based on the above, start making an offer as follows:
- Create groups as Interested in a given course
Interested parties will gradually register in the group and wait for instructions. Don’t forget to edit the email template that will come as a confirmation of inclusion in the group – Interested.
Instructions - Create an individual group
Then create events for individual registrations by creating a group of one capacity. Instructions - Move the client from the group – Interested to an individual group
Create lesson/event dates and move the given registration to this group from the group – Interested. In the registration details, click on the Group tab and then on the Move option where you select where. - Choose the client’s first date or let him choose it himself
In the client’s attendance section, sign the client in for the appointment or they can do so in their profile.
Summary for open lessons:
- Create a group for a client
- Insert the first event
- The client signs up for the appointment in the profile by selecting it or you select the appointment for the client in the registration details. In both cases, the debt for that hour is immediately created; if there is a credit, it is deducted from the credit.
- If the lesson is cancelled, the credit will be refunded. If the lesson is moved in time, the credit remains applied.
Note: If you do not want to display the group in the public calendar menu or registration form, just uncheck the group in the course properties and save the change. You leave the group – Interested up for registration and the other individual groups remain hidden.Related Articles
Group creation
What is a group Groups are used to divide the course into time periods and can possibly be further subdivided, for example by level or by location. Groups ensure that the next time you repeat a course, you don’t have to create a new course with all ...Group Interested
Group – interested is a group that does not contain any term. This group is used to record interest from your clients in your course. For example, it could be a language course or a new type of course that you want to launch, but since you only want ...Creating lessons/events in groups
You create the specific terms of your courses after you create the course and group(s). Creating terms for open and rolling courses – for the period To add terms, select the group you want to populate with events via the Courses/Groups tab. scroll ...Replacement lessons
The replacement lessons are used to allow clients to take lessons that they were unable to attend at the regular time. By default, replacement lessons operate on a space available basis. This means that if a spot becomes available in an already ...Custom replacement lessons
By default, the replacement lessons work on the principle of a vacant seat. This means that if there is a vacancy in an already created event in a group other than the one where the client is enrolled, the client can sign up for a replacement lesson ...