how to book lessons
TRANSCRIPT
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Roadio Quick Start Guides
How to book lessons
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Use Roadio to book lessons with your pupils in seconds
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See how to…
• Import your pupils’ contact details • Arrange a new lesson • What if my pupil doesn’t have the app? • Accept bookings from pupils • View your booked lessons
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Welcome! This is your schedule view This is where you will book your lessons
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It’s located in the Lessons menu
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It’s located in the Lessons menu Tap the highlighted icon to see where Lessons are located in the main menu
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Now tap back on Lessons to start booking your lesson
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OK we’re back in… Let’s start
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OK we’re back in… Let’s start Tap on New to start booking your lesson
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You’re now in the New Lesson section This is where you’ll enter the lesson details
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You’re now in the New Lesson section This is where you’ll enter the lesson details (These details will be saved for next time you book a lesson with that pupil)
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To start booking a lesson, tap on Select Pupil
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This is where you will select your pupil for the booking
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Haven’t yet imported your pupils’ contact details?
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Haven’t yet imported your pupils’ contact details? Go ahead and Add them
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Haven’t yet imported your pupils’ contact details? Go ahead and Add them (If you have already added your contacts, skip to slide 23) 15
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You can add pupil contact details Manually or from your Address Book
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To add manually just type in pupil contact details
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To add manually just type in pupil contact details And tap Add when you’re done
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To add from address book just tap on the pupils whose contact details you’d like to import
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Then tap Done
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Success! You have just imported your pupil contacts to Roadio
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Now select the pupil you’d like to book a lesson with
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Now select the pupil you’d like to book a lesson with Just tap on the pupil you wish to select
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Let’s pick Leo
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Great! We are now booking a lesson with Leo
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Next, let’s select Leo’s Pickup Location
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First time booking with Leo?
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First time booking with Leo? Add a new location for him
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First time booking with Leo? Add a new location for him (If you have already saved locations for your pupil, skip to slide 34)
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Type in the pickup address in the search box
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Type in the pickup address in the search box Then tap Search to locate the address
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Finally, tap Done to save the location
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The location is now saved as Leo’s location
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Now tap on the location to select it
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Perfect! This is where we’ll be picking Leo up from
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Next, let’s add the Lesson Type we want to book
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Next, let’s add the Lesson Type we want to book Tap here
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This is where we’ll pick what type of lesson we want to book
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Let’s book a Standard Lesson for Leo
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You can now choose to book your pre-set standard lesson or create a custom standard lesson
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Custom lessons allow you to make block bookings and set your desired lesson length and price
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Let’s go ahead and create a Custom standard lesson
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Scroll up and tap Custom to select
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Scroll up and tap Custom to select
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You can now set your custom lesson length and price here
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You can now set your custom lesson length and price You can also make block bookings
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Tap Done when you’re finished
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The type of lesson we’re booking is now displayed here
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Nearly there! Let’s now set the time for the lesson
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Scroll through to pick your date & time for the booking
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(Note: You can’t select the date here! This section displays the date & time you selected below)
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Tap Select when you’re finished
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Now you can type in a Note for your pupil to see
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Lastly, tap Done to finish booking the lesson
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It will now appear under Lessons in the main menu
Congratulations! Your lesson is now booked
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(This is what your pupil sees) Leo instantly receives an email and a notification of the booking in the learner version of the app
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Don’t worry, if your pupil doesn’t have the learner app he still receives an email with all the booking details
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If your pupil has the app he sees the booking like this (Find out how to invite pupils to the learner app in ‘How to invite pupils to the learner app’)
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If your pupil has the app he sees the booking like this He can now confirm the lesson from his app
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You will receive a pop up notification like this as soon as your pupil confirms the lesson
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You can also see if your pupil has confirmed by tapping on that lesson to display the lesson details
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Your pupil’s confirmation appears green in the lesson detail view as Pupil Confirmed
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You Confirmed, will automatically be marked green when you create a booking Or tap to mark it green when you confirm a booking sent to you by a student
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In the lesson detail view you can also see the: Date of the lesson
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In the lesson detail view you can also see the: Time and length of the lesson
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In the lesson detail view you can also see the: Location of the lesson
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In the lesson detail view you can also see the: Price of the lesson and whether its part of a block booking
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And you can also mark the lesson as paid when your pupil pays for the lesson
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Finally you can grade your pupil’s progress after each lesson in the Lesson Record (Learn more about that in ‘How to keep track of your pupils’ progress’)
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That’s it! Now just tap Back to view your schedule
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Remember, when viewing your schedule you can tap this icon to get back to the main menu at any time
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You now know how to book lessons using Roadio! For more how-to’s check out our Roadio support library Happy booking!
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For more guides and more information visit:
Roadio support library
Or email [email protected]
www.roadio.com