Labels are tags that can be applied to users and Jobs in order to categorise them. They can be used to keep track of new Clients, Job caps, recruiting Tutors and more. Labels are particularly useful for cases where you need to group Jobs or users by a category that isn't covered by the default TutorCruncher functionality.
New Labels can be created by navigating to System > Settings > People and Activity > Labels and selecting Add Label. Selecting this will open the Label panel, where the Label’s Name, Display Colour and Applicable Objects can be specified. Labels can apply to one or multiple different types of objects.
There is an optional dropdown menu for ‘Email Recipients', which allows you to select Administrators to be notified by email when that particular Label is added. There are also checkboxes for ‘Tutor Access’, which toggles whether or not Tutors can apply or remove the Label on Jobs, and also 'Client Viewable', which will toggle whether or not Clients can view that Label on their assigned Students and Jobs.
The Label window, with the Add Label button highlighted.
An example of a common Label is the First Lesson Complete Label, which is automatically applied to a Job upon the completion of its first scheduled Lesson.
Frequently Asked Questions
What Labels does TutorCruncher create automatically?
Here is a list of the default Labels that TutorCruncher creates upon creating your account:
Self Sign Up: Applied to Tutors and Clients when they sign themselves up to an account with your company.
Cap Limit Labels: Used to show how close to the cap limit a Job is.
Half Cap Limit Reached: Half of the cap limit has been met.
Cap Limit Almost Reached: Three quarters of the cap limit has been met.
Enquiry: Created when a Client submits an enquiry form.
Invited for Interview: Created when a Tutor who applies for a Job has been invited for an interview.
Inactive Job: Applied when a Job goes inactive for a certain length of time - the duration after which this Label is applied can be adjusted in System > Settings > People and Activity > Activity in the Job Inactivity Time field.