How to manage classes using the Daily view

Created by Customer Support, Modified on Thu, 3 Jul at 10:45 AM by Customer Support




Daily View Feature


This article will give you steps on how to use the daily view feature.


Step 1 - Within the “Classes” menu, click Daily View.



Step 2 - It will display a list of classes filtered by today’s date and per teacher.



Step 3 - You can filter it by location by selecting the location in the dropdown list.



Step 4 - You can also filter it by date and time by selecting the date field format and the time selection if it's AM, PM or both.




Step 5 - By filtering per teacher, click the ‘Teachers’ radio button and select the teachers in the dropdown list.



Step 6 - Filter it by “Area” by clicking the “Area” radio button and selecting the Area in the dropdown list.




Step 7 - It will display the list depending on the filter settings. Then hover the class to display its details.



Step 8 - Clicking the class will also display the class details in the modal.



Step 9 - In the class details, checking the student will marked as Present.



Step 10 - To export PDF, just click the button “Export to PDF” to generate all details in the system into a PDF. 




FAQ- What do the symbols on the daily view mean?


R= Risk: The student has some form of risk, this is found in the risk field on the student profile


DD= Direct Debit: The customer is set up for direct debit


$= Outstanding customer balance



Make Up (Make up lesson)



Trial (Trial lesson- one off)



Casual (Casual one off booking)






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