Track

The Training track

Courses are the spine of a training book, so they come first, then the intake and the money. Levels are the part people run by memory until the third intake, and that is where it stops working.

11 lessons
Start with lesson 1 of this track

In order

  1. 1Courses and classes end to endA template decides the shape, a course is one intake of it, and the two are edited in different places. That split explains most course questions.5 min read · Owner or trainer
  2. 2Find your course graduatesGraduates lists every pet that has finished a course, so the next level is offered to the dogs who are ready for it, not to the whole client list.1 min read · Owner or trainer
  3. 3Intake forms, from the first question to the answer you neededWhere a form is attached decides who gets it. Where the answer lands decides whether anyone ever reads it.4 min read · Owner or manager
  4. 4Packages: sell one, spend the credits, fix a balanceA package balance is held on the owner's account and stamped with the location that sold it. Those two facts settle most package questions.9 min read · Owner or front desk
  5. 5Booking rules: prerequisites, eligibility, notice and cancellationsA rule set once and forgotten is still running. Three tabs on the service decide who can book, how far ahead, and what a late cancellation costs.8 min read · Owner
  6. 6Training levels as prerequisitesA level is two things: an attribute on the dog that says it passed, and a rule on the next course that reads it. Courses need a third setting, because booked and finished are not the same.3 min read · Owner or trainer
  7. 7Your own number, bulk SMS and emailing your listReminders already go out on your plan. Your own number, replies and bulk sends are the Communications Booster, and a bulk send only ever counts the clients who opted in.7 min read · Owner
  8. 8Terms and waivers: upload them, collect them, prove who signedAn agreement is stored on the client's account against the exact document they read, which is why replacing that document asks everybody again.4 min read · Owner
  9. 9Enrol a client in a course and take the paymentEnrol from the course row, then charge the first lesson the same way you charge any other booking.2 min read · Owner or front desk
  10. 10Move a student to the next intakeMove to Another Course pairs old sessions against new ones, and decides in one click whether the owner hears about it.1 min read · Owner or trainer
  11. 11Hide a course until you are ready to sell itA template is never bookable. Clients only see the intakes you publish from it.1 min read · Owner or trainer