Actions

Action

Key

Description

A deferred payment failed

DEFERRED_PAYMENT_FAILED

When a Deferred Payment Fails.

Added a Client to a Subscription

ADDED_CLIENT_SUBSCRIPTION

When a Client is added to Subscription.

Added a Client to an Affiliate

ADDED_A_CLIENT_TO_AN_AGENT

When a Client is added to an Affiliate.

Added a Custom Institution

ADDED_CUSTOM_INSTITUTION

When an Administrator or Tutor adds a Custom Institution.

Added a desired Skill to a Job

ADDED_DESIRED_SKILL

When a desired Skill is added to a Job.

Added a Document

ADDED_A_DOCUMENT

When a User uploads a Document.

Added a Label to a Job

ADDED_A_LABEL_TO_A_SERVICE

When a Label is added to a Job.

Added a Label to a User

ADDED_A_LABEL_TO_A_USER

When a Label is added to a Role/User.

Added a Lesson Reminder

ADDED_APPOINTMENT_REMINDER

When a Lesson Reminder is added.

Added a Note

ADDED_A_NOTE

When an Administrator adds a Note.

Added a Public Document

ADDED_PUBLIC_DOCUMENT

When an Administrator uploads a Public Document.

Added a Student to a Job

ADDED_SR_TO_SERVICE

When a Student is added to a Job.

Added a Student to a Lesson

ADDED_SR_TO_APPOINTMENT

When a Student is added to a Lesson.

Added a Tutor to a Job

ADDED_CONTRACTOR_TO_SERVICE

When a Tutor is added to a Job.

Added a Tutor to a Lesson

ADDED_CONTRACTOR_TO_APPOINTMENT

When a Tutor is added to a Lesson.

Added an item to a Credit Request

CREATED_PROFORMA_INVOICE_ITEM

When an Administrator creates a Credit Request Item.

Added their bank details

ADDED_BANK_DETAILS

When a Client adds their Bank Account Details.

Adjusted a Client's balance

BALANCE_ADJUSTMENT

When an Administrator adjusts a Client's Balance.

Agreed to Terms and Conditions

AGREE_TERMS

When a User agrees to the Terms and Conditions.

Applied for a Job

TENDERED_FOR_SERVICE

When a Tutor applies for a Job.

Approved a Report

APPROVED_A_REPORT

When an Administrator approves a Report.

Approved Reports

APPROVED_MULTIPLE_REPORTS

When an Administrator approved multiple Reports.

Booked a Lesson

BOOKED_AN_APPOINTMENT

When a Client books a Lesson.

Cancelled a booking

CANCELLED_A_BOOKING

When a cancels a booked Lesson.

Cancelled a deferred payment

CANCELLED_DEFERRED_PAYMENT

When a Deferred Payment is cancelled.

Cancelled a Lesson

MARKED_AN_APPOINTMENT_AS_CANCELLED

When a Lesson is cancelled.

Changed a Client's Admin

CHANGED_CLIENT_ADMIN

When a Client's Client Manager is changed.

Changed a Client's Affiliate

CHANGED_CLIENTS_AGENT

When a Client's Affiliate is changed.

Changed a Client's status

CHANGED_CLIENT_STATUS

When a Client's status gets updated.

Changed a Job's status

CHANGED_SERVICE_STATUS

When a Job's status is updated.

Changed a Tutor's status

CHANGED_CONTRACTOR_STATUS

When a Tutor's status gets updated.

Changed Custom Field Ordering

CHANGED_ATTRIBUTE_ORDERING

When the Custom Field order is changed.

Changed Role

CHANGED_OWN_ROLE

When a User switches to a different Role.

Changed Terms and Conditions

CHANGED_TERMS

When an Administrator updates the Terms and Conditions.

Changed the default payment card

CHANGED_DEFAULT_PAYMENT_CARD

When a Card is set as the Default Payment Card.

Changed their price plan

CHANGED_BILLING_PLAN

When a Company updates their Billing Plan.

Changed their support plan

CHANGED_SUPPORT_PLAN

When a Company updates their Support Plan.

Clicked an SSO Link

CLICKED_SSO

When a User clicks a Single Sign On (SSO) link.

Client topped up

CLIENT_TOPPED_UP

When a Client tops up their Balance.

Company status set to In Arrears

AGENCY_IN_ARREARS

When a Company's status is set to In Arrears.

Company was terminated

TERMINATED_AGENCY

When a Company's status is marked as Terminated.

Copied a Role to another Branch

COPY_ROLE

When a Role is copied over to a different Branch.

Created a Broadcast

CREATED_A_BROADCAST

When an Administrator creates a Broadcast.

Created a Client

CREATED_A_CLIENT

When an Client is created.

Created a Credit Request

CREATED_PROFORMA_INVOICE

When an Administrator creates a Credit Request.

Created a Custom Field

CREATED_AN_EXTRA_ATTRIBUTE

When a Custom Field is created.

Created a deferred payment

CREATED_DEFERRED_PAYMENT

When an Administrator sets up a Deferred Payment.

Created a Job

CREATED_A_SERVICE

When a Job is created.

Created a Label

CREATED_A_LABEL

When a Label is created.

Created a Lesson

CREATED_AN_APPOINTMENT

When a Lesson is created.

Created a Location

CREATED_A_LOCATION

When a Location is created.

Created a Payout

CREATED_PAYOUT

Occurs when a Payment Order is sent and creates a payout in Telleroo.

Created a Quick Payment Credit Request

ADMIN_QUICK_PAY_PFI

When an Administrator creates a Quick Payment Credit Request.

Created a Quick Payment Invoice

ADMIN_QUICK_PAY_INVOICE

When an Administrator quick pays for an Invoice.

Created a Repeating Lesson

CREATED_A_REPEATING_APPOINTMENT

Occurs for each Lesson which is created via repeated Lessons.

Created a Report

CREATED_REPORT

When a Report is created.

Created a Student

CREATED_A_SR

When a Student is created.

Created a Subscription

CREATED_SUBSCRIPTION

When a Subscription is created.

Created a Task

CREATED_A_TASK

When an Administrator creates a Task.

Created a Tutor

CREATED_A_CONTRACTOR

When an Tutor is created.

Created Ad Hoc Charge

CREATED_ADHOC_CHARGE

When an Administrator creates an Ad Hoc Charge.

Created an Administrator

CREATED_AN_ADMINISTRATOR

When an Administrator is created.

Created an Affiliate

CREATED_AN_AGENT

When an Affiliate is created.

Created Company

CREATED_AGENCY

When a User sets up an Company on TutorCruncher.

Deleted a Broadcast

DELETED_A_BROADCAST

When an Administrator deletes a Broadcast.

Deleted a Client

DELETED_A_CLIENT

When an Client is deleted.

Deleted a Credit Request

DELETED_PROFORMA_INVOICE

When an Administrator deletes a Credit Request.

Deleted a Custom Field

DELETED_AN_EXTRA_ATTRIBUTE

When a Custom Field is deleted.

Deleted a Job

DELETED_A_SERVICE

When a Job is deleted.

Deleted a Label

DELETED_A_LABEL

When a Label is deleted.

Deleted a Lesson

DELETED_AN_APPOINTMENT

When a Lesson is deleted.

Deleted a Location

DELETED_A_LOCATION

When a Location is deleted.

Deleted a Note

DELETED_A_NOTE

When an Administrator deletes a Note.

Deleted a Review

DELETED_A_REVIEW

When an Administrator deletes a Client's Reivew.

Deleted a Student

DELETED_A_SR

When a Student is deleted.

Deleted a Subscription

DELETED_SUBSCRIPTION

When a Subscription is deleted.

Deleted a Tutor

DELETED_A_CONTRACTOR

When an Tutor is deleted.

Deleted Ad Hoc Charge

DELETED_ADHOC_CHARGE

When an Administrator creates an Ad Hoc Charge.

Deleted an Administrator

DELETED_AN_ADMINISTRATOR

When an Administrator is deleted.

Deleted an Affiliate

DELETED_AN_AGENT

When an Affiliate is deleted.

Deleted Card Details

DELETED_CARD_DETAILS

When Card Details are removed from a User.

Edited a Broadcast

EDITED_A_BROADCAST

When an Administrator edits a Broadcast.

Edited a Client

EDITED_A_CLIENT

When an Client is edited.

Edited a Credit Request

EDIT_PROFORMA_INVOICE

When an Administrator edits a Credit Request.

Edited a Custom Field

EDITED_AN_EXTRA_ATTRIBUTE

When a Custom Field is edited.

Edited a Document

EDITED_A_DOCUMENT

When a User edits a Document.

Edited a Job

EDITED_A_SERVICE

When a Job is edited.

Edited a Label

EDITED_A_LABEL

When a Label is edited.

Edited a Lesson

EDITED_AN_APPOINTMENT

When a Lesson is updated.

Edited a Lesson and all future linked Lessons

EDITED_REPEATED_APPOINTMENTS

When repeated Lessons are updated.

Edited a Location

EDITED_A_LOCATION

When a Location is edited.

Edited a Note

EDITED_A_NOTE

When an Administrator edits a Note.

Edited a Report

EDITED_REPORT

When a Report is edited.

Edited a Student

EDITED_A_SR

When a Student is edited.

Edited a Student on a Job

EDITED_SR_ON_SERVICE

When a Student on a Job is updated.

Edited a Student on a Lesson

EDITED_SR_ON_APPOINTMENT

When a Student on a Lesson is updated.

Edited a Subscription

EDITED_SUBSCRIPTION

When a Subscription is edited.

Edited a Task

EDITED_A_TASK

When an Administrator edits a Task.

Edited a Tutor

EDITED_A_CONTRACTOR

When an Tutor is edited.

Edited a Tutor on a Job

EDITED_CONTRACTOR_ON_SERVICE

When a Tutor on a Job is updated.

Edited a Tutor on a Lesson

EDITED_CONTRACTOR_ON_APPOINTMENT

When a Tutor on a Lesson is updated.

Edited Ad Hoc Charge

EDITED_ADHOC_CHARGE

When an Administrator creates an Ad Hoc Charge.

Edited an Administrator

EDITED_AN_ADMINISTRATOR

When an Administrator is edited.

Edited an Affiliate

EDITED_AN_AGENT

When an Affiliate is edited.

Edited Attended Institutions

EDITED_ATTENDED_INSTITUTIONS

When a Tutor edits their Institutions.

Edited availability

EDITED_AVAILABILITY

When a Tutor's availability is updated.

Edited Qualifications

EDITED_QUALIFICATIONS

When a User's qualifications are edited.

Edited Skills

EDITED_SKILLS

When a User's skills are edited.

Edited system settings

EDITED_SYSTEM_SETTINGS

When an Administrator makes changes to a Branch's or Company's settings.

Edited their bank details

EDITED_BANK_DETAILS

When a Client edits their Bank Account Details.

Edited their own profile

EDITED_OWN_PROFILE

When a User edits their own profile.

Edited their own Qualifications

EDITED_OWN_QUALIFICATIONS

When a User edits their own qualifications.

Edited their own Skills

EDITED_OWN_SKILLS

When a User edits their own skills.

Entered new password

PW_ENTER_NEW

When a User resets their password.

Exported accounting information

ACCOUNTING_EXPORT

When an Administrator exports a Branch's accounting information.

Exported Jobs

SERVICE_EXPORT

When an Administrator exports data about Jobs.

Exported Lessons

APPOINTMENT_EXPORT

When an Administrator exports data about Lessons.

Exported Reports

REPORTS_EXPORT

When an Administrator exports data about Reports.

Exported Users

EXPORTED_USERS

When an Administrator exports data about Users.

Generated Credit Requests

GENERATED_PFIS

When an Administrator generates Credit Requests.

Generated Invoices & Payment Orders

GENERATED_ACCOUNTING

When an Administrator generates Invoices and Payment Orders.

Imported Custom Fields

IMPORTED_EXTRA_ATTRIBUTES

When a Custom Field is imported.

Imported Users

IMPORTED_USERS

When an Administrator imports Users.

Invited a Tutor for an interview

INVITED_CONTRACTOR_FOR_INTERVIEW

When an Administrator sends a Tutor an invitation for an interview.

Logged in

LOGIN

When a User logs in.

Logged out

LOGGED_OUT

When a User logs out.

Made an Enquiry

CLIENT_ENQUIRY

When a Client makes an Enquiry.

Marked a Lesson as complete

MARKED_AN_APPOINTMENT_AS_COMPLETE

When a Lesson is marked as complete.

Marked a Payment Order as paid

MARKED_PO_AS_PAID

When an Administrator marks a Payment Order as paid.

Marked an Invoice as paid

MARKED_INVOICE_AS_PAID

When an Invoice gets marked as paid.

Marked Credit Request as paid

MARKED_PROFORMA_INVOICE_AS_PAID

When an Administrator marks a Credit Request as paid.

Moved a Client in the Pipeline

MOVED_PIPELINE_STAGE

When an Administrator moves a Client in the Client Pipeline.

Paid a Credit Request

ADMIN_PAID_PROFORMA_INVOICE

When an Administrator pays a Client's Credit Request.

Paid an Invoice

ADMIN_PAID_INVOICE

When an Administrator pays an Invoice.

Paid an Invoice from credit

PAY_INVOICE_FROM_CREDIT

When an Invoice gets paid from a Client's credit.

Paid their Credit Request

CLIENT_PAID_PROFORMA_INVOICE

When a Client pays their Credit Request.

Paid their Invoice

CLIENT_PAID_INVOICE

When a Client pays their Invoice.

Raised a Payment Order

SENT_PO

Occurs once for each Payment Order when an Administrator sends Payment Orders.

Raised an Invoice

SENT_INVOICE

Occurs once for each Invoice when an Administrator sends Invoices.

Raised Invoices

SENT_INVOICES

Occurs every time an Administrator sends Invoices.

Raised Payment Orders

SENT_POS

Occurs when an Administrator sends Payment Orders.

Recorded consent to Terms and Conditions

RECORDED_TERMS_CONSENT

When an Administrator records consent to Terms and Conditions.

Recovered a Client

RECOVERED_A_CLIENT

When a Client is recovered from the Rubbish Bin.

Recovered a Custom Field

RECOVERED_AN_EXTRA_ATTRIBUTE

When a Custom Field is recovered from the Rubbish Bin.

Recovered a Job

RECOVERED_A_SERVICE

When a Job is recovered from the Rubbish Bin.

Recovered a Lesson

RECOVERED_AN_APPOINTMENT

When a Lesson is recovered from the Rubbish Bin.

Recovered a Student

RECOVERED_A_SR

When a Student is recovered from the Rubbish Bin.

Recovered a Tutor

RECOVERED_A_CONTRACTOR

When a Tutor is recovered from the Rubbish Bin.

Recovered an Administrator

RECOVERED_AN_ADMINISTRATOR

When an Administrator is recovered from the Rubbish Bin.

Recovered an Affiliate

RECOVERED_AN_AGENT

When an Affiliate is recovered from the Rubbish Bin.

Removed a Client from a Subscription

REMOVED_CLIENT_SUBSCRIPTION

When a Client is removed from a Subscription.

Removed a Label from a Job

REMOVED_A_LABEL_FROM_A_SERVICE

When a Label is removed from a Job.

Removed a Label from a User

REMOVED_A_LABEL_FROM_A_USER

When a Label is removed from a Role/User.

Removed a Student from a Job

REMOVED_SR_FROM_SERVICE

When a Student is removed from a Job.

Removed a Student from a Lesson

REMOVED_SR_FROM_APPOINTMENT

When a Student is removed from a Lesson.

Removed a Tutor from a Job

REMOVED_CONTRACTOR_FROM_SERVICE

When a Tutor is removed from a Job.

Removed a Tutor from a Lesson

REMOVED_CONTRACTOR_FROM_APPOINTMENT

When a Tutor is removed from a Lesson.

Removed their saved bank details

REMOVED_BANK_DETAILS

When a Client removes their Bank Account Details.

Request a job

REQUESTED_A_SERVICE

When a Client requests a Job in their enquiry.

Request a tutor

REQUESTED_A_CONTRACTOR

When a Client requests a Tutor in their enquiry.

Requested a JavaScript review

REQUESTED_JS_REVIEW

When an Administrator sends his JavaScript to be reviewed.

Requested password reset email

PW_RESET_EMAIL

When a User gets sent a password reset email.

Requested their data be deleted

REQUESTED_DELETION

When a User has requested that they want their data to be deleted.

Requested tutor reviews

REQUESTED_REVIEWS

When an Administrator sends a Client a request to review a Tutor.

Resent a Payment Order

RESENT_PO

When an Administrator resends a Payment Order.

Reviewed a Tutor

CREATED_A_REVIEW

When a Client creates a Review.

Saved card details

SAVED_CARD_DETAILS

When Card Details are added to a User.

Sent a Broadcast

SENT_BROADCAST

When an Administrator sends a Broadcast.

Sent a Broadcast Preview

SENT_BROADCAST_PREVIEW

When an Administrator sends a Broadcast Preview.

Sent a Client their Lesson schedule

SENT_CLIENT_APT_SCHEDULE

When a Client is sent their Lesson Schedule.

Sent a Credit Request

SENT_PROFORMA_INVOICE

Occurs once for each Credit Request when an Administrator sends Credit Requests.

Sent a Credit Request Reminder

SENT_PROFORMA_INVOICE_REMINDER

When an Administrator sends a Credit Request Reminder.

Sent a job confirmation email to a client

SENT_SERVICE_CONFIRMATION_CLIENT

When a Job Confirmation Email is sent to a Client.

Sent a job confirmation email to a tutor

SENT_SERVICE_CONFIRMATION_CONTRACTOR

When a Job Confirmation Email is sent to a Tutor.

Sent a one off Email

SENT_ONE_OFF_EMAIL

When an Administrator sends a User a One Off Email.

Sent a Welcome Email

WELCOME_EMAIL_SENT

When a Welcome Email is sent to a User.

Sent an Invoice Reminder

SENT_INVOICE_REMINDER

When an Administrator sends an Invoice Reminder.

Sent Credit Requests

SENT_PROFORMA_INVOICES

Occurs when an Administrator sends Credit Requests.

Sent Notifications to Tutors

SENT_SERVICE_NOTIFICATIONS

When an Administrator sends Job Notifications to Tutors on the Job.

Signed up as a Client

CLIENT_SIGN_UP

When a Client signs up to the Branch.

Signed up as a Tutor

CONTRACTOR_SIGN_UP

When a Tutor signs up to the Branch.

Switched to another Branch

SWITCH_BRANCH

When a User switches to a different Branch.

Unsubscribed from emails

UNSUBSCRIBED_FROM_EMAILS

When a User opts out from receiving emails.

Uploaded a Résumé

UPLOADED_A_CV

When an Administrator or Tutor uploads a Résumé.

Voided a Payment Order

VOIDED_PO

When an Administrator voids a Payment Order.

Voided an Invoice

VOIDED_INVOICE

When an Administrator voids an Invoice.

Was asked for an automatic review for a job

REQUESTED_AUTO_REVIEW_FROM

When a Job review is requested automatically.

Was Autocharged successfully

ACCOUNTING_ITEM_AUTOCHARGED

Occurs once for each Credit Request or Invoice when they are paid via Autocharge.

Was created through the API

CONTRACTOR_WAS_CREATED_API

When a Tutor is created through the API.

Was created through the API

CLIENT_WAS_CREATED_API

When a Client is created through the API.

Was created through the API

SR_WAS_CREATED_API

When a Student is created through the API.

Was created through the API

AGENT_WAS_CREATED_API

When a Affiliate is created through the API.