HOME > Operations > Teachworks

Finding Students: Waitlist Hunting

For when we have a new teacher or new teacher availabilities

Teacher AC

1. Find the new teacher contact in the Teacher AC & Teachworks (Prioritise the teachers with no existing students)
2. Note two things:
   1. The postcodes they can teach in
   2. The instruments they teach

Student AC

1. Go to “Contacts”
2. Go to “Search Contacts” > “Advanced Search
3. Follow the next steps Exactly as Written:
   1. Has Deal In Stage > 1. All Enquiries >  ANY STAGE
   2. Instrument > CONTAINS > xxx (whatever instrument you are looking for)
   3. Post Code > Is > xxx (whatever post code you are looking for – only one at a time)
   4. You can add extras if you feel is necessary (for example, if the teacher is only wanting child students, you can enter AGE > Child, or if the teacher only wants beginner, you can enter EXPERIENCE > Contains > No experience / Beginner)
4. Search for the contacts
5. Select all contacts that are Older than 1 month old (Check the date created – it is in US dates)
6. Then select “EDIT”
7. Go to “Update a field” and scroll for “Teacher”
8. Enter the Teachers name in the text box
9. Then, select “Add a tag”
10. Enter the tag “newteacher”
11. Select Apply