Features

 Create Contacts

• easily create contacts for students or customers
• add details such as phone numbers, residential and email addresses
• add student details like age, related contacts and tuition category
• keep record of lesson payments, as well as any purchases or rentals
• see the courses your students are enrolled in
• journal their progress and store lesson materials as files

 

Manage Courses & Lessons

• add a single student or a large group of students to a course
• set default course day and times to use when creating new lesson plans
• type all your lesson plans and print out the entire schedule for the day
• import templates, files or website links into lesson plans
• keep track of all your lesson plan history for future lesson planning

 

Re-use Lesson Templates

• import files into your template like pdf, doc, txt, xls and much more
• open, delete, and re-save imported files
• insert links into your template for related websites
• assign the skill level, tuition category and keywords for your template
• write detailed template descriptions

 

 

Create & Send Invoices

• auto-select a contact from the Contacts section
• when a contact is selected, contact info is automatically added
• create invoice notes and footer (footer can be templated)
• add services or product sales and rentals to an invoice
• print and save invoices (Mac users can save as a PDF)
• ability to mark invoice as paid

 

 

Options to Suit Your Needs

• add your own contact type, which is shown in Contacts
• create your own levels and keywords, shown in Templates
• add your own tuition categories, shown in Contacts and Templates
• customise the default header and footer description for Invoices
• insert your own business logo (used in invoices and the database)
• entire database backup feature, including last backup date
• prepare and upgrade functionality for database software upgrading