Add coaches to accept lesson bookings by admin and members. Non-members have no access to lesson diaries. 


Quick Process

  1. Setup Coaches
    • Select Admin --> Lessons --> View Diary
    • Ensure the coach is in the member directory with lesson diary security role.  Ensure mobile phone number and email address are added
    • Select Add Coach and search and select for coach's record by member number or part of surname
    • Complete parameters
      • Active/Inactive
      • Coach Description
      • Coach Type
      • Order (order of coaches to display) ie 1 and top
      • Save
  2. Add lesson descriptions
  3. Setup diary
    • Select Coach
    • Select Create Lesson
    • Add Parameters
      • Lesson Length
      • Start/End Time - First and Last lesson time
      • Create Booking - repeat until entered date
    • Create Lesson




Example of Diary


 

Symbol Definition 

Icon 

Function 

Description

Cross
Deleting
Delete day or make a session unavailable
Right Arrow
Deleting
Delete day reoccurring or make reoccurring day unavailable
Up Green Arrow
Creates session
enters a session above the first session time of the day
Down Green Arrow
Activate Next Row
adds an additional row after the last session of the day
Green Square
Booking
Make booking, slot available
Grey Square
Make active
Make active
Grey Right Arrow
Make active
Make active reoccurring
Down Black Arrow
Setup day
Setup day 



Booked lesson Symbols:

A cell that has been booked will show the name of the person who made the booking and

Contain a magnifying glass which is used to view or edit booking details.

The red cross is there to delete the booking if need be.

Note:  A member who makes a booking will have a reminder/link to that booking placed in their “My Bookings” section of the portal page.

Member view of Diary

A member’s view of the diary will be different to a coaches or administrator view as the only symbols/buttons that will be accessible is the book buttons, a delete booking icon only for bookings they have made and representation of the label “Booked” for other members who have booked lessons. Bookings made under the reserve function will appear with the full label on the booking cell. 


Making a Booking (Staff)

Select a coach

Select the week and day (defaults to current week view)

Click on the green square of the appropriate session time

Enter the member number or name in the add field. Select from the drop down list and press the Add button. The name of the student should now appear in the “Booking in the name of”

Select if a weekly booking is suitable for the same day and time each week of a selected date range from the calendar.

Select the type of lesson from the drop down list (optional)

Select the duration of the lesson (optional, will default to setting)

Enter in the member number or name and tick the box.

Add any comments (optional)

Press the “Confirm” button to finish


Making a Reservation

Select the coach, day and time

Select the length of Booking (hours)

Type in a description for The reserve name, i.e a persons name or a description of the reservation such as Clinic.

Press the Reserve button to finish 

Searching for a lesson

There is a calendar to select a week, once a date is selected press the change date button

There are previous and next week buttons to easily navigate through the diary. 

Making a Booking (Member)

Member must be logged into the clubs website and access the pro lessons menu.

Selection of the coach is performed and the diary for that coach is then displayed

The member selects a cell (square green button) at the time and day they want the lesson

The booking screen is then shown and all is required is the selection of the type of lesson required (optional), the length the lesson (optional defaulted to settings)

Pressing the “confirm” booking button.

The screen will refresh to the diary page and the members name will now appear in the cell they made the booking in. 

Delete a Booking (Member)

A member will see a red cross next to their name in any of their bookings they have made. This is used if they want to cancel a lesson booking.