Click on Add Inquiry #

Using the Green Add Inquiry button automatically marks the account as an inquiry for the AMI Business Report. You can track the Contact, Booked, Showed on the Inquiry Data Report.

(Using “Add Student Account” will NOT mark it as an Inquiry)

Fill in the Required Information (Not filling this in will result in the account NOT being created). #

Type in the Student’s First Name and Last Name in the appropriate fields
Add their Email Address

Select Male or Female

Add Cell Phone

OPTIONAL – Add Address #

This can be done later when they come in and fill out their DE sheet

Check Consent Given (Opt in) Box #

This is the ONLY way the students can receive the Automated Text/Emails for Lesson Reminders. You must get their verbal permission. If this box is not checked, emails and texts will not be sent to the student.

If one user does NOT want an email or text, you can leave theirs unchecked. Twilio and SendGrid will skip this user.

Check if they’re coming Alone or with a Partner #

Marking solo simply takes you to the remaining information. Choosing with partner opens up a second user account box.

Fill in Partners Info (Required) #

The partner’s first and last name and M/F is the ONLY REQUIREMENT here. If you get more information, you can put it in or fill the rest in later.

Fill in “Notes” with any pertinent information you collect #

Scroll down to Additional Details #

Fill in the Inquiry taker (Required), Types of dances the student wants to learn and track your advertising through “how did you hear about us”. (Let me know if you’d like to add any advertising options.)

If they are NOT Scheduling their first lesson CLOSE the Blue Slider #

Click on Create Student Account #

This will Create their account and Save their Info so you can follow up with them through the INQUIRY DATA Report at a later time

If they ARE Booking their Lesson, leave the Blue Slider OPEN and Fill in the remaining REQUIRED Info #

Choose the Executive and Teacher from the dropdowns

Click on Lesson Type #

Choose ONE of the System Packages #

A DE is a FIRST lesson that is absolutely Free $0

A Pre Original is a FIRST lesson that has a discounted cost associated ($10, $25, $50 etc.)

Pre Original Couple is used if the school charges Per Person ($25 per person = $50)

**System Packages names and prices can be edited, but they cannot be deleted

Choose the Date and Time that the Student wants to Schedule their Lesson #

The yellow circle will open up a calendar

Choose the correct Date and Time for the Lesson #

Click on Create Student Account #

SIDE NOTE: If you chose a session date and time that is already booked for this teacher, a Conflicting Event message will appear. The information on the left shows you the date, time, instructor and TYPE of session that is already booked. The options on the right will show you a few nearby times that are available for this teacher. You can also try changing the teacher if you’d like to keep the time.

If you are ok with creating a double booking, you can ignore the Conflict message and schedule the appointment regardless.

View Lesson on Day View #

Booking the student through the Add Inquiry Button does a few things:

This button will create the student account, schedule the lesson on the teacher AND book the DE/PRE chats (before the lesson) and ORI chat (after the lesson).

The lesson is automatically created on the chosen teacher (See Tara at 1:00 pm) and the Chats are scheduled on the chosen executive (see Tom Murdock), 15 mins before and immediately after the lesson time.
If you used the Add Inquiry button, Agenda Master automatically creates an Enrollment for the DE and/or Pre Original lesson, for the date of their lesson. No need to create a separate Enrollment.