HOME > Operations > Teachworks
Finding Students: Waitlist Hunting
For when we have a new teacher or new teacher availabilities
Teacher AC
- Find the new teacher contact in the Teacher AC & Teachworks (Prioritise the teachers with no existing students)
- Note two things:
- The postcodes they can teach in
- The instruments they teach
Student AC
- Go to “Contacts”
- Go to “Search Contacts” > “Advanced Search
- Follow the next steps Exactly as Written:
- Has Deal In Stage > 1. All Enquiries > ANY STAGE
- Instrument > CONTAINS > xxx (whatever instrument you are looking for)
- Post Code > Is > xxx (whatever post code you are looking for – only one at a time)
- 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)
- Has Deal In Stage > 1. All Enquiries > ANY STAGE
- Search for the contacts
- Select all contacts that are Older than 1 month old (Check the date created – it is in US dates)
- Then select “EDIT”
- Go to “Update a field” and scroll for “Teacher”
- Enter the Teachers name in the text box
- Then, select “Add a tag”
- Enter the tag “newteacher”
- Select Apply
Thats it! The automation will begin and send these students an email asking if they want to trial lessons with the new teacher!