(Upload AM Google Spreadsheet, and copy and paste the iDANCE STUDENT INVENTORY information directly into ChatGPT)

If using iDANCE CLOUD: Input the following script into the Ask ChatGPT chat box.

“Please fill this spreadsheet with the following Active Student information.  Separate couples names, Address, City, State and Zip.  Include any phone numbers or email addresses found.  Fill Packages using the HISTORY package from the options tab.  Skipping Inquiry date, Lessons Remaining, Executive, Instructor and Instructor 2. All other information can go into the notes section. 
Put lessons Bought into the Total Lessons Enrolled column, Lessons Taught into the Total Lessons Taken column, and Balance into the Balance Due column.”

DON’T CLOSE THE REQUEST IN CHATGPT!!!

(Once complete, run the inquiry report, as far back as you can, upload the file or paste the info into ChatGPT)

For the Inquiry Information: (If using iDANCE CLOUD)
You’ll find this information in the “Tracking” section and use dropdown to find “Inquiry Tracking”.  Choose end date with today’s date and go back as far as you can with the Start Date.

(Expand date field if exported, then copy and paste the info you just collected.)
Ask Chat GPT: 

“Can you use this next file to compare and find the inquiry date, email and phone number for anyone on this list that may be blank?”

Chat GPT will give you a new, completed spreadsheet. NOW, download the file, input the CURRENT executive and instructor and double check the information.  (Chat GPT can make mistakes on the address and doesn’t always know who’s email/phone is listed.)  Search out those missing inquiry dates if your report didn’t go back far enough.  Also, double check the balance due.  We only want to see the balances due FOR LESSONS.  Misc balances will go in after student accounts are current.
Once you’re happy with the results forward this document to Aimee and Kenny so we can upload it to Agenda Master!
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