Instructor & Client Toolkit App.
Instructor Toolkit is a versatile app for instructors, facilitating communication, progress tracking, and appointment scheduling. It also offers expense tracking and secure data storage.
Instructor Toolkit App can be used for any type of instructor, whether you are using the app for driving instruction, Pilates training, or as a personal fitness trainer, with private clients who need an instructor to help coach and organise their training and fitness programmes better. Instructor Toolkit will help you achieve your business and client goals.
Use instant chat messaging within the app to send messages to your clients directly, and vice versa. You'll receive notifications on those, and when you update progress, they will receive a notification telling them which notes and progress have been updated!
Instructor Toolkit, used in conjunction with Client Toolkit, will help tailor your client’s progress, using built-in progress measures. Use your ideas as an instructor and create your own set of progress measures for your clients too. Create and send convenient, agreed appointments directly to your clients and schedule them in your shared calendar..
Business's have expenses, and with Instructor Toolkit, you can input your receipts and use the reporting system to save or export your data. This is a great help when your end-of-year accounts need to be completed.
Using the progress categories, your clients, students, or pupils can keep track and study, and revise through to test or their goals.
Instructor Toolkit is connected via the internet and uses its own database. All data is stored securely between instructor and clients. Allowing notifications is essential and will enable instructors and clients to use all facilities within the app.
App Features
The Settings:
Client Types: Create a Client Type based on your individual instruction description. This will be the type you instruct or teach.
Appointment Types: Add your personal preferences. For example, a driving instructor might include Driving Lesson, Mock Test, Practical Test, and others.
If you teach theory lessons too, consider creating a separate Client Type like Theory Tuition. Then, create an Appointment Type for Theory Tuition and you’ll have two Client Types.
Progres Catagories: Here, you can add your existing categories or create your own. Feel free to adjust these to suit your preferences. Be creative and feel free to delete, reword or add more details.
Measure Descriptions: Get creative with how you describe your measures. You can select by a sliding scale of 100, stars (5), or a simple checkbox.
Other Settings: These are covered in the User Manual, which explains the rest of the settings.
Creating Client Profiles
To add your client details, click the plus symbol in the top right corner. Once entered, you’ll be directed to the Client Dashboard via the Client icon.
This dashboard shows your client’s display name, phone number, next appointment date and duration, and useful information about their hours worked and balances. You’ll also see their location for pick-up or meetings.
You can sort the client list by Name, Next Appointment, or Custom order using the sort list. The “Eye” icon lets you hide or show clients, keeping your dashboard tidy and showing only current clients.
Instructor Toolkit Calendar
Instructor Toolkit offers two ways to view clients’ appointments in the Calendar: one for individual clients and another for all clients. When selecting a client, their appointments appear in their own calendar, showing only those. Instructors can also send appointments via their diary which clients will receive an update to their calendar and a convenient notification to accept.
The main calendar provides a convenient overview of all your clients in one place simplifying selection. Clicking on an appointment allows you to view and edit it while the drag-and-drop feature lets you copy or move appointments within the main calendar.
You can view appointments by day week or month and navigate through dates and appointments using the chevron < and > keys.
Creating Expenses
This page displays all your expense types and allows you to refine your results using filters to pinpoint specific expenses.
Create new expenses by selecting “New” and then editing the name and position in the list using the tabs on the right.
You can also input your receipts and let Instructor Toolkit keep track of them.
Generating Reports
This app function allows you to easily export any Expense or Client progress report, Client Accounts and Turnover, or other relevant data. Simply select the desired date and press “Generate Report”.
This handy tool is particularly useful for end-of-year reporting. It helps organise your reports after completing your self-assessment or simply provides a quick overview of your turnover for the previous month.
While clients have their own app, some may prefer to keep a copy of the report on file. Therefore, use the reports to save to file, or email your clients’ accounts or progress to them.
Client Toolkit App
The Client Toolkit is an app designed for clients, pupils and students to access their progress towards test standards or goals. It provides a personalised platform reflecting lesson appointments, progress, chat messaging, payments and hours worked. Students can study at home with built-in progress measures agreed upon with their instructor.
View your data digitally on any device – phone, tablet or Mac Laptop (with Apple Silicon) – keeping your tuition on the go. This reduces extra paperwork and serves as a training diary.
The app’s chat messaging feature eliminates the need to switch between apps for instructor communication, keeping everything within the app.
Quickly check your appointments and progress towards your training goals. The app consolidates your calendar and notifies you of any updates to your appointments on all connected devices.