This Walkthrough teaches you to book a Single Lesson, a Standing Appointment and how to Alternate Instructors.
Click on Available time in Teacher’s column #
Click on Lesson #
Start typing the Student Name and choose from the dropdown #
Select WHO is coming for the lesson #
Agenda Master lets you list WHO is coming for the lesson. Couples can take lessons separately or together on one account. (Couples default to THEM.)
The oldest available Enrollment Auto Attaches to the lesson #
All lessons in Agenda Master MUST be attached to an Enrollment. We auto attach the oldest Enrollment. You can adjust that in the dropdown if you need to.
Click Add Attendee #
This step is REQUIRED to lock that lesson in, to that student, on that Enrollment.
**The lesson type will auto change based on the Enrollment type.
Click on Save To Stop and only book the one lesson #
Saving and stopping here books ONE LESSON. Continue for standings and alternating teachers.
Click on Standing Appointment… #
Choose what type of Standing Appointment you’d like to book #
Daily: Schedules Lesson Every Day until your end date.
Weekly: Choose the Day(s) of the week your student wants to come in for EACH WEEK
Monthly: If you have a student that needs to come in only ONCE per MONTH, this is your choice
Weekly: Choose the Day of the Week #
Select Run until a specific date…and open the calendar to choose the end date #
EVERY Standing appointment needs a STOP DATE. If you skip this, NONE of your lessons will be scheduled. I suggest a few weeks to a few months. Something in line with the lessons enrolled.
**Please do not run the standing appointments for 1 – 3 years. The system will try to book them all and your program will begin to run slow.
Choose the end date and click done #
You’re finished if you’re not switching teachers. You can click save and the lessons will be scheduled.
To alternate instructors throughout the standing appointment, please continue scrolling.
Check Alternate Teachers #
Open instructors and choose ALL the multiple teachers you want to schedule the standing appointment with #
Click on Save #
Hover over the Students session and you will see the next 5 lessons #
