When lessons are initially added to your schedule, they start out in "Open" status.
Please Note: if you want Comments to be included in the email to your client/student, please use the Desktop instructions below. The app at this time does not include the notes.
After the Lesson (App instructions):
- Open the TimeTap app.
- View Open Appointments.
- Tap the appointment. After the lesson, tap Edit in the top right corner.
- Type in any lesson Comments (only visible to you).
- Mark as "Completed". You will have the option to send an email to parents that the lesson took place.
- (Alternatively, you may mark a client "No Show" for these appointments or may "Cancel" the appointment.)
- Under Reminders, turn on "Send confirmation email to client".
- Save
After the Lesson (Desktop instructions):
- Log into your scheduler admin panel.
- Double-click the appointment to open it.
- In the Mark As... dropdown, choose Completed.
- A window will open "You've selected to mark this appointment as completed. Please select if you'd like to send an email about the change:"
- Check the box to send a email to the client.
- In the Completion Note box, enter the comments for your student/parent (ie: lesson notes, what to keep working on, suggestions, etc.). This will appear in their 'lesson completed' email.
- Click Confirm and Complete button.