Manage Client

Gretchen Gerber

Client:

When a new client signs up, use the Recurring Appointments button to create all their upcoming appointments for this session. You should usually set the end date as the end of the session (May 31, August 31, or December 31).

The Delete button should only be used if the appointment was placed on the schedule by mistake. If you are cancelling an appointment, use the Edit button on the appointment and change the status to "Cancelled" or "Absent." This will help us keep a record of what occurred over the course of the session.

Creating appointments...

SINGLE +

RECURRING +

ADD APPOINTMENT(S):

The purpose of changing the lesson day and time in this section is to change your own availability as Lakewinds personnel for when new clients sign up. It will NOT change the dates/times of appointments that are already scheduled with this client. If you need to change the appointment times for this client, you should do that in the Appointments section.

The timeslot that will be blocked out for this client on your availability schedule will be the timeslot with the latest effective date within the session it belongs to. For example, if you changed a client's timeslot on June 5, and then again on July 2, the timeslot indicated on the July 2 change will be the one that is blocked out on your calendar for the June - August session as unavailable for new bookings. To block out a timeslot for a future session, you must choose a change effective date that falls within that session.

EFFECTIVE DATE

When will this timeslot change take effect?

CHOOSE NEW DAY

Your Lakewinds personnel has availability on the following weekdays:

CHOOSE NEW TIME

Your Lakewinds personnel has the following times available for the day you selected:

Choose a day to view times

Alternatively, with the personnel's permission you may choose a time they do not have marked as available:

CHOOSE APPOINTMENT LENGTH

NOTE: To have the option to choose a full hour appointment, you must pick a time above where the half-hour timeslot after it is also available.

REASON FOR CHANGE OR OTHER NOTES

Schedule changes saved - see updated info above

Cancel

SAVE SCHEDULE CHANGE

Saving changes...

CHANGE HISTORY

Notes

NOTES

XX:XXpm

TIME

Weekday

WEEKDAY

September - December 2024

SESSION

LENGTH

Half Hour

EFFECTIVE DATE

Weekday, Month __, YYYY

Ad Hoc Client - No Reserved Timeslot

NOTE: If you choose no timeslot, the client will be kept active for this session but will not have a spot reserved on your schedule. This is useful if you want to do their appointments on an ad hoc basis.

Choose an effective date to view days

Alternatively, with the personnel's permission you may choose a day they do not have marked as available:

Credits Remaining:

0 Teacher's Per-Credit Rate:

30 $

Log a payment below to add more credits.

RECORD A PAYMENT

Only record a payment to add credits after the fee has been paid to Lakewinds Music. Do not record a payment that has not yet been made or was only given to the teacher and not yet paid to Lakewinds.

Date of Payment

Amount Paid

$

Payment Notes

Save Payment

PAYMENT HISTORY

To make changes to the payment history, re-enter it as a new one with the changes you want and then delete the old one.

This client has not made any payments yet.

Notes

NOTES

CREDITS ADDED

$XX

AMOUNT PAID

Weekday, Month __, YYYY

DATE OF PAYMENT

ADD SCHOLARSHIP

Notes

NOTES

PAID CREDITS

$XX

SCHOLARSHIP

Weekday, Month __, YYYY

SESSION

DATE ENTERED

Complete the fields below to add a new scholarship for this client.

Scholarship changes saved

Cancel

Save Scholarship

This client does not have any scholarships.

Scholarship Notes

Number of Credits Awarded

SCHOLARSHIP HISTORY

END DATE (CLIENT IS QUITTING)

Only select a date here if the client is quitting. If they are taking a leave of absence but you approve of that and still want to keep them on the schedule, go to the absences section and enter every date they will be gone as an individual absence. If, on the other hand, you select an end date, they will be removed from the schedule after that date and the timeslot will become open for a new client to book. If the client does quit and then wants to resume appointments in the future, they will just need to sign up on the website again like a new client in an available timeslot.

THIS CLIENT HAS CANCELLED, EFFECTIVE MM/DD/YYYY.

The client will be removed from the schedule after the end date shown above, and the timeslot will become open for a new client to book. If the client wants to resume appointments after having quit, they should sign up as a new client on the website in an available timeslot.

Change or Rescind Cancel Date

CANCELLATION DATE SAVED

Save Cancellation

Rescind Cancellation

Client Notes at Signup:

Personnel Notes About Client:

Save Note Changes

Changes saved

Instrument/Insterest:

Ukulele

Personnel:

James Shafstall

Appointment Weekday:

Thursday

Appointment Time:

1:00pm

Appointment Length:

Half Hour

Credits Remaining:

Age at Signup:

Adult

Prior Experience:

< 1 Year

Contact Name:

Gretchen Gerber

Contact Phone:

+1 715-209-6912

Contact Email:

ggerber@ncis.net

Contact ID:

1b28a270-59c0-479f-9e03-b3a9058b7744

# of Absences:

# of Cancellations:

# of Appointments Attended:

Start Date:

November 14, 2024

End Date:

Status:

Active

Total Credits Purchased:

Scholarship:

Per Credit Cost:

Client ID:

a6737936-aa59-48f7-8686-2e9fe1eed5ae

Date Created:

November 8, 2024 at 9:13:11 PM

Last Updated:

December 14, 2024 at 12:01:51 AM

Credits Remaining:

12/28 at 10:29am

last updated

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