Work today's follow-up list

The system works out who needs a call today — renewals, trials, students falling behind — so nobody has to remember.

Every night the system looks at every student and works out who needs attention tomorrow. That is your worklist. Working it is the single highest-value hour at the front desk, because most of it is money that would otherwise walk out.

1. Open the Daily List

Operation → Daily List. It shows the students with a class today, and the columns that decide whether you need to say something to the parent:

• Class Left — credits remaining on the package paying for that seat.
• Expiry — when that package runs out.
• Status — where the student is in their lifecycle.

Filter by Branch, pick a Date, Week or Month, or search for one student.

2. Deal with the urgent ones first

Read the list in this order — it is roughly the order in which money is at risk:

1. Last class, or one class left. The family is about to run out. This is

the renewal conversation, and it is far easier today than next week.

1. Expired. They have already lapsed. Still worth the call, but colder.
2. First lesson. A new family's first class — a check-in here sets the tone

for everything after.

1. Trial follow-up. Attended a trial, not yet signed up. Your hottest lead.
2. Behind pace. Enough classes left that they will not finish before expiry

unless they come more often.

3. Record what happened in the Task Log

Operation → Task Log lists the tasks the system generated, with Type, Student, Assigned To, Status and Remarks. Update the status as you work through them so the next person can see the call was made and what the parent said.

What generates a task

Each prompt is a rule the academy can switch on or off, so your list may be shorter than another branch's:

| Prompt | Fires when | |---|---| | Trial follow-up | A trial was attended and there is still no sign-up | | First lesson | A new student's first class | | Last two classes / last class | The package is nearly spent — the renewal window | | Expired | The package has run out | | Behind pace | Too many credits left for the time remaining | | Certificate | A certificate is due to be handed over | | Replacement | A make-up class needs arranging |

Related: See who is in class today · Turn a trial into a sign-up · Sell a package.