INSTRUCTOR & CLIENT TOOLKIT USER GUIDE
Use Instructor Toolkit to personalise your work load digitally, helping you cut down on paper work, making your business more efficient, and professional. Instructor Toolkit 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 programs better, Instructor Toolkit will help you achieve your business and client goals.
Instructor Toolkit used in conjunction with Client Toolkit, will help tailor your Clients Progress, using built in Progress Measures. Use your Ideas as a 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 expense's, and with Instructor Toolkit, you can input your receipt's, 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 Client's, 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
Appointment Types: Appointment Types, add your personal preference, If your a Driving Instructor, you might add, Driving Lesson, Mock Test, Practical Test, and others.
If you teach Theory lessons as well, you may want to add a Client Type for that, such as Theory Tuition, just as the previous step above, create an Appointment Type for Theory Tuition, you'll then have two Client Types.
Progres Catagories: Herę you can add your pre-made categories, or add your own individually. You can add and adjust these to your personal tastes, so be creative. Feel free to delete, re-word, add more details.
Get inventive with how you describe your measures Select by a sliding scale of 100, or by Stars (5) or By a simple check box.
Above are some of the Main Settings, and others are easily understood in the User Manual.
Creating Client Profiles
Add your Client details, by selecting the + symbol in the top right corner.
Once entered, you'll be taken to the Client Dashboard, which is also selected via the Client icon.
The Client dashboard, shows the display name and Phone Number of your Client, along with the next Appointment date and Duration.
You'll be able to use the sort list, choosing between Name, Next Appointment or Custom, where you can move the Client list in your preferred order.
Clients can be either shown or hidden, via the "Eye" icon, which keeps your dashboard tidy, showing current clients.
Instructor Toolkit Calendar
Creating Expenses
On this page, you can see all your Expense Types and use the filters to refine results to single out specific expenses.
Create Expenses via the New selection, and edit the name and position in the list, using the tabs to the right.
You'll be able to input your receipts and let Instructor Toolkit keep track of them.
GENERATING REPORTS
Using this app function, you select any Expense or Client progress report, Client Accounts and Turnover, and easily export it if necessary – just select the date you’re looking for and press 'Generate Report'.
This is a handy tool for end-of-year reporting. This can help you organise your reports when you complete your self-assessment, or just want to know what your turnover was last month.
Although Clients have their own App, some may wish to have a copy of the report on file, so use the reports to email your Clients’ accounts or progress to them.
Client Toolkit User Guide
Use Client Toolkit to see your data digitally on your devices. Client Toolkit is available on all your devices, whether on your phone, tablet, or Mac Laptop (Mac Silicon) you can keep on the Go with your Tuition, helping you as a Client, cut down on extra paper work, or a Diary, making your training more efficient.
Keep track of your costs, and personal goals. Use Chat messaging, within the App, saving you popping in and out of different Apps to message your Instructor, keeping everything within the App..
Client Toolkit, is a great way of checking quickly your Appointments and Progress within your training goals.
Keep within one calendar, and when your Instructor updates your date, you'll receive notification on Appointments and messages, on all your connected devices.