Understand the student’s needs.
Keep their subject, level, goals and preferred times in one record. Use your current programs and terms when answering questions.
A student asking about schedules. A parent looking for a trial lesson. Share the right information, plan the next meeting and keep every enquiry moving.
Where your customers are.
Keep their subject, level, goals and preferred times in one record. Use your current programs and terms when answering questions.
Consider assessments, trial lessons and teacher availability together. Record the planned appointment after confirmation.
Admissions staff see the earlier conversation and follow-up need. Keep student and parent information within the relevant identity and access scope.
Collect the student’s interests and preferred time. Suggest an available meeting and connect it to the advisor’s schedule after confirmation.
Classes, groups and session attendance come together in the education business mobile workspace.
Managers access classes and groups from the mobile workspace. Education-specific actions are available together.
Focus on your school's day.
Actual screens captured with sample data on different dates. Step selection is a product walkthrough; it does not create bookings, attendance or work orders.
Explore the mobile appsFirst messageCan I arrange an English level assessment?
Need clarifiedLevel assessment · Tuesday 17:00
The next step is visibleAdvisor schedule · Tuesday 17:00
A change of channel should not reset the relationship. Bring relevant conversations, enabled business workflows and your team’s next step into the same customer record.
Explore customer communicationYour services, your rules, your team. Shape the setup around your own operation.
It supports information, assessments and supported trial lesson bookings. Contracts, payments and final admission follow your institution’s defined process.
Enabled calendar and class resources determine teacher availability, duration and capacity. An unconfirmed option is not presented as a recorded appointment.
Student and parent information is separated through relevant person relationships and access rules. Your institution’s parent communication and approval process applies to children.
Fees and program information come from your current source. The assistant does not invent test scores, learning durations or guaranteed results.
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