Ensure A Positive Client Experience with Teachworks’ Self-Serve Options

A positive experience with a tutoring company goes beyond what happens in the classroom. It’s also about the administration surrounding the lessons. Providing your clients with easy, convenient ways to manage their schedules and settle their bills can make a good experience a great experience. Teachworks’ tutor management software offers several self-serve tools that your clients can use to manage their calendars and pay their invoices any time, anywhere. In this article, we’ll explore these features in more detail.

Scheduling Tools

Teachworks makes it quick and easy to enable user accounts for your clients. Once they have confirmed their account and set a password, they can login to Teachworks to view their calendar and lesson history anytime, anywhere. Having this information at their fingertips helps to limit any scheduling questions and confusion they may have and reduces the number of queries to your office. 

You can find more information about user accounts here: Save Time And Impress Your Clients With User Accounts

Additionally, you can enable the self-serve features below to give your clients even more control over their schedules.

1. Website Booking Plugin

The Website Booking Plugin makes it possible for your clients to book lessons, join open classes or enroll in courses right from your website. The plugin features a detailed list of options to give you full control over what’s displayed to your clients.

Once you’ve tweaked your settings, styled the buttons to match your website’s branding, and added booking options and/or open classes, you can add the code provided to your website’s html.

For more information about this feature, visit our knowledge base: Website Booking Plugin. You can also view a live demo of the feature on our website: Website Booking Plugin Demo.

2. Lesson Requests Add-on

If you’ve enabled user accounts for your clients, the Lesson Requests Add-on will allow them to login and request lessons with their default tutor(s). Clients can filter the calendar by tutor to quickly find an available spot that works with their schedule and submit their request.

Once a client has submitted a lesson request, you and your employees can review the incoming request and accept, decline or modify it as needed. 

Learn more here: Lesson Requests Add-on

3. Open Classes Add-on

The Open Classes Add-on is also an internal feature that will require clients to have user accounts enabled. If you’ve added any open classes or courses to the calendar, your clients will be able to view and join them from their Teachworks calendar.

For more information, visit our knowledge base: Open Classes Add-on

4. Customer Cancellation Add-on

The Customer Cancellation Add-on makes it quick and easy for your clients to cancel their upcoming lessons from their Teachworks calendar or their Lesson Reminder Email (if you’ve included a cancellation link).

The features mentioned in the sections above can be used to reschedule lessons once a cancellation has been made.

You can find more information about this feature here: Customer Cancellation Add-on

Self-Serve Billing Tools

If you enable user accounts for your clients, they can login to Teachworks to view their billing information. Depending on your selected settings, they can view their invoices, payments, and package balances. You can also add a “Payment Instructions” page to their accounts to address any frequently asked billing questions they may have.

Additionally, the features below can be used to provide your clients with even more convenient billing solutions.

1. Stripe Integration

If you’re using our Stripe Integration to process online payments, your clients can quickly and securely pay their invoices online, any time of the day. Making the payment process straightforward and convenient will make it more likely for clients to pay on time.

If you’re billing your clients after their lessons, make sure that you generate invoices in a timely manner to avoid any billing confusion. You can automate the invoicing process with our Invoice Autopilot Add-on.

Visit our knowledge base for more information about our Stripe Integration.

2. Paying through the Website Booking Plugin

This feature requires the Stripe Integration and the Website Booking Plugin to be enabled. Once enabled, you’ll be able to charge your clients at the time of booking.

Beyond the obvious advantage of ensuring timely payments, having clients pay upfront offers various benefits. It eliminates billing confusion by providing clarity on what clients are paying for, and it alleviates any concerns about submitting payments at a later time.

For more information, visit our knowledge base: Paying through the Website Booking Plugin

3. Package Purchases Add-on 

If you sell lesson packages to your clients, the Package Purchases Add-on allows your clients to purchase packages on their own.

You can include a link in the Low Package Balance Alert email that they can click to navigate to the purchase page.

Learn more here: Package Purchases Add-on

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