Recording Lesson Booking Requests

This page highlights the differences in behaviour when the log adapts to the option chosen in the 'Nature' drop down.

Log

For 'Lesson Booking' requests the fields will be shown and behave as follows:

Record Contact Log - Lesson Booking - Desktop

Record Contact Log - Lesson Booking - Desktop

  1. Nature - in this case 'Lesson Booking'.
  2. Who - a selector allowing you find and choose an existing pupil.
  3. Contacting Party Email Address (optional) - automatically populated when you select a pupil in the 'Who' section above. Will be used by the 'Messages' tab to automatically populate some fields. 
  4. Contacting Party Mobile Number (optional) - automatically populated when you select a pupil in the 'Who' section above.  

Messages

When you set a log's nature to 'Lesson Booking', switch to the 'Messages' tab and choose to enter a confirmation message, a body for the message will be automatically inserted.

Contact Log - Confirmation Message Toggle - Desktop

Contact Log - Confirmation Message Toggle - Desktop

You can also manually insert this template using the 'Use A Pre-defined Template' link below the body text editor. See Pre-defined Template Popup for more details.

This message will automatically populate some replacement tokens from...

Information entered on the 'Log' tab (if present):

  • {customername} - populated from the Who field, if entered.

Information from your school's profile:

  • {schoolname} - populated with your school's name.
  • {schooltelephone} - populated with your school's phone number.
  • {schoolemail} - populated with your school's email address.

Information from your profile:

  • {adminname} - your name.

Information from bookings made after saving the log, upon return to the log:

  • {bookingdetails} - a simple summary of lesson bookings made as part of handling this contact. See Save Log & Book Lessons  for more details.

View the current system default message template to see how the replacement tokens are used in the context of the message.

If you are a School Admin user you can override this template, see Changing Email & Text Message Templates for details. You should select the category 'Contact Log Message Templates' to find these templates easily.

Save Log & Book Lessons

When you set a log's nature to 'Lesson Booking', you will be presented with multiple 'Save' options:

Record Contact Log - Lesson Booking - Save Buttons - Desktop

Record Contact Log - Lesson Booking - Save Buttons - Desktop

  • 'Save & Book Lesson' - this will save the log and take you to the diary view as detailed below. No confirmation message will be sent at this point.
  • 'Save' or 'Save & Send Confirmation' - Saves the log as normal. You will lose your chance to associate lesson bookings with this log.

If you choose the 'Save & Book Lesson' option you will be taken to the diary. The view will be pre-loaded to show the diary for the pupil's instructor and when booking lessons the pupil will be selected by default.

Record Contact Log - Lesson Booking - Diary - Desktop

Record Contact Log - Lesson Booking - Diary - Desktop

Any bookings made for the pupil from this view whilst the log is still 'In Progress' will be added to the 'Change History' of the contact log.

Use the 'return to contact log' link to open the log, allowing you to send a confirmation message and change the status of the log to 'Complete'. You will be able to use the message template functionality to automatically insert lesson booking details into the confirmation message. See Messages for more details.