Client Services

Overview

Client Services are another tool in your scheduling / tracking arsenal. Use client services to track and charge for services you offer to your clients which don't directly involve a tutor.

For example:

  • practice tests
  • review materials
  • use of a study space

Creating a new Client Service

(1) Click on the "Services & Locations" tab

(2) Select the "Client Services" sub-tab

(3) Add a new client service by clicking on the "New Client Service" icon.

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This will take you to the "New Client Service" page. Here,

(1) Enter the name of your service

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(2) Ignore the "review template" field -- this only applies to tutoring sessions.

(3) Click "Create Service," -- this service is ready to be scheduled!

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Editing a Client Service

(1) Click on "Services & Locations"

(2) Then, click on "Client Services" once again.

(3) On this screen, find the name of the Client Service you want to edit, then click on the pencil icon.

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Once on the "Edit Service..." screen, you can

(1) Edit the name of your Client Service and,

(2) Click "Submit Changes" to save the modified service. Note: all past instances of the service will be modified when you make this change

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