Non Progression

You can do a search on customers that haven’t received an achievement or course completion during a certain period. This will help you identify students that need assessing. 

Go to the ‘people’ section and click on the magnifying icon next to the search bar (also known as advanced search). Select:

•       Course
•       Facility
•       Bookings Weekdays
•       Future Bookings → Have future bookings
•       Staff Member → Not Staff
•       Last Achievement before
•       Last Course Completed before (the dates to enter will be determined by your business)

Note: if a student has a makeup or casual booking in the future, their name will appear on this list.

If a customer wishes to know more information, go to the ‘people’ page of the student and click on ‘view all’ under bookings. You can then filter on dates and number of times attended.