Managing Franchisees

This feature is only available to School Admin users.

To manage your instructors who are your franchisees, set up franchise rates and access franchise analytics you can select the ‘Franchise’ item from your dashboard.

Franchise - Desktop

Franchise - Desktop

Franchise - Mobile

Franchise - Mobile

Summary

This view provides a brief summary of your school's current franchise situation.

This includes details of unpaid invoices and amounts. Clicking/tapping on the summary items will take you to the Instructor List View, filtered based on payment status.

The layout of the summary view is different for the Desktop & Mobile interfaces, but the functionality remains the same.

School Franchise Summary - Desktop

School Franchise Summary - Desktop

School Franchise Summary - Mobile

School Franchise Summary - Mobile

Instructors

Shows a complete list of your school's instructors, with franchise plan & referral rate details and the number of franchise invoices they have unpaid.

Desktop

By default the list only shows active instructors, but you can use the Active/Inactive filter to show inactive instructors too.

School Franchise Instructor List - Desktop

School Franchise Instructor List - Desktop

  1. Search - search for instructors by name. The list will change as you type.
  2. Active/Inactive Filter - filter the instructors shown in the list based on whether they are active or not.
  3. Unpaid/Paid Filter - filter the instructors shown in the list based on whether they have unpaid invoices or not.
  4. Change Franchise Plan/Referral Rate Bulk Actions - allows you to change the franchise rates for the selected instructors. Used in conjunction with the selection methods detailed in points 5 & 6 below. See Setting Instructor Plan & Referral Rate for details.
  5. Select All Instructor Items On The Current Page - used conjunction with the 'Change' bulk action. See point 4 above for details.
  6. Select This Instructor Item - used conjunction with the 'Change' bulk action. See point 4 above for details.
  7. Instructor Item - click to open the 'Instructor Franchise Summary' popup. See Instructor Franchise Summary for more information.
  8. Unpaid Invoices Column - shows the number of unpaid invoices for the instructor. Along with the other column headers this can be clicked to sort the list based on the contents of the column.
  9. Actions Link - Click to show a menu with various options for a particular instructor. See Instructor Item Actions for details.
  10. List Page Information - The list only shows a maximum of 10 items at a time. To move back and forward between pages you can use the Prev/Next links here.

Instructor Item Actions

Mobile

By default the list only shows active instructors, but you can use the Active/Inactive filter to show inactive instructors too. Simply tap the 'Filter' action.

School Franchise Instructor List - Mobile

School Franchise Instructor List - Mobile

  1. Search - search for instructors by name. Enter your search terms and tap the spyglass button to filter the list.
  2. Instructor Item - tap to show a menu with various options for a particular instructor. See Instructor Item Actions for details. Tapping and holding will select/deselect the row for use with bulk actions such as 'Change' (see point 4).
  3. Filter & Sorting Menu - click for filter and sorting options. See Filters & Sorting for more information.
  4. Change Franchise Plan/Referral Rate Bulk Actions - allows you to change the franchise rates for selected instructors. Used in conjunction with the selection methods detailed in point 2 above. See Setting Instructor Plan & Referral Rate for details.
  5. List Page Information - The list only shows a maximum of 10 items at a time. To move back and forward between pages you can swipe. Swipe left - next page. Swipe right - prev page.

 Filters & Sorting

  • Active/Inactive Filter - filter the pupils shown in the list based on whether they are active or not. Inactive pupils do not appear in various selection lists within the app, such as when booking a lesson. Your instructors should turn pupils inactive when they have passed their test or stopped learning with you. If they come back to them for more tuition you can always use this filter & the search box to find them and make them inactive again.
  • Instructor Filter - filter the pupils shown in the list based on their instructor. Select 'All' to show all pupils.
  • Sorting - Select which field you wish to sort by. Select a direction, ascending or descending.

Instructor Item Actions

Setting Instructor Plan & Referral Rate

For a Single Instructor

This feature can be accessed using the instructor franchise list via the 'Actions' menu.

Set Instructor Plan & Rate - Desktop

Set Plan & Rate for Instructor - Desktop

  1. Affected Instructor - who you are making these changes for.
  2. Franchise Plan - the franchise plan for this instructor, select a different one from the drop down to change.
  3. Pupil Referral Rate - the pupil referral rate for this instructor, select a different one from the drop down to change.

Changes will take effect immediately upon save. Any new plan will be used to calculate fees for future lessons. Any new referral rate will be applied to pupils assigned in the future.

For Multiple Instructors

This feature can be accessed using the instructor franchise list via the 'Change' bulk action.

Set Plan & Rate for Instructors - Desktop

Set Plan & Rate for Instructors - Desktop

  1. Affected Instructors - the instructors who you are making these changes for. This is a read-only list. To change the selection you should cancel this popup and change your selection using the list view.
  2. Franchise Plan - the franchise plan to set for these instructors, select one from the drop down to change all of the selected instructors. Select 'Do Not Change' preserve the current plans for the selected instructors.
  3. Pupil Referral Rate - the pupil referral rate to set for these instructors, select one from the drop down to change all of the selected instructors. Select 'Do Not Change' preserve the current rates for the selected instructors.

Changes will take effect immediately upon save. Any new plan will be used to calculate fees for future lessons. Any new referral rate will be applied to pupils assigned in the future.

Franchise Plans

Select the 'Franchise Plans' tab to view & manage available instructor franchise plans.

For a detailed guide to setting up franchise plans see Setting Up Plans.

Pupil Referral Rates

Select the 'Pupil Referral Rates' tab to view & manage available instructor pupil referral rates.

For a detailed guide to setting up pupil referral rates see Setting Up Pupil Referral Rates.

Statistics

Select the 'Statistics' tab to view some simple statistics to give insight into franchise activity within your school.

For more information about statistics see Viewing Statistics & Reports.

Settings

Select the 'Settings' tab to manage school settings for franchises.

For a detailed guide to these settings see Settings.