Step by step process
To add a lesson, first, go to the job you want to add a Lesson to.
Click Add New Lesson.
Fill in the date and times of the Lesson, as well as a short description.
If you create the Lesson in the past, upon submitting you will be asked to fill in a Lesson report that will be sent to the Client.
The Lesson is now created and marked as 'Completed'.
You can see a link back to the Job here.
If you create the Lesson in the future, the Lesson will be created as ‘Planned’.
You can mark it as 'Complete' at a later stage by selecting it and clicking Complete.
To have a Lesson repeat in the future go to a lesson and click on the Actions button. You can then choose the option for ‘Repeat’.
Set further definitions for the Lesson and click Save.
The lesson status can be Planned, Cancelled, Cancelled but chargeable, or Complete.