Within TutorCruncher, a Client is typically the individual or organisation that receives services from one or more of your Tutors. Generally speaking, the Client is whoever might be paying for your services. In many cases, this will be the parent of a child; in other cases it could be a school, or local authority who pay on behalf of Students in their district.
Where companies deal with older learners who pay Invoices for Lessons which they also attend themselves, that person could be treated both as a Client and a Student at the same time - read more about that here.
Clients have the ability to create and manage one or more Student accounts, to view upcoming Lessons on their Calendar, access Lesson Reports, and pay for accumulated charges such as Lesson fees and Ad Hoc Charges. They could be the sole paying Client for services rendered to a Student or multiple Students, or they could be an Associated Client, such as a parent who doesn’t pay for the services, but still has access to Lesson Reports and scheduling information for their attached Student. Clients could have just one, or multiple Students attached to their profile.
Organisations can track and manage their Clients by navigating to People > Clients. A Client’s profile includes their contact information, Students connected to their account, billing records (including any saved card details and/or Direct Debit mandates), any reviews they’ve left for a Tutor’s services, a record of any actions performed on TutorCruncher pertaining to their account (including any Jobs their Students have been assigned to) and a record of any Emails or SMS messages sent to them via TutorCruncher.
Finding your Clients
Clients can be individually searched for via the search bar, or a full list of your organisation’s Clients can be found via People > Clients. What you see here could vary depending on what options are selected in your profile’s Default Client View settings.
An example of a Client user list.
Here you can:
Use the status tabs to cycle through the Client list based on their profile status. The ‘Prospect (Pipeline)’ status will bring you to the Client sales pipeline (more on that here).
Use the Create New Client button to create a new Client.
Use the Filter button to filter through the list of Clients by their Location, creation date range, applied Labels, any Custom Fields you might have, their associated Client Manager or Affiliate, whether or not they’ve consented to have their data stored, or their profile status. The more information there is on a Client’s profile, the easier it will be for Administrators to use this feature.
Once a filter has been applied, you can use the Email Clients button to email any Clients who match the criteria used in the filter. If no filter has been applied, then all Clients listed will be emailed.
Use the ‘Label Filter’ dropdown menu to quickly filter out Clients based on any Labels applied to their profile.