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 teachers who:
- Have been recently added,
- Have been engaged & easy to communicate with (i.e. they are eager to start teaching!)
- Have wide open availabilities!
- Prioritise teachers who:
- Note two things:
- The postcodes they can teach in
- The instruments they teach
You will repeat the next stage of the process as many times as required until you search for all the contacts in the teacher’s available postcodes/teachable suburbs list.
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)
- Date Created > On or Before (Last Month) / On or After (3 months ago)
- 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)
- Search for the contacts
- Select all contacts then select “EDIT”
- Go to “Update a field” and scroll for “Teacher” and enter the Teacher’s name in the text box
- Then, select “Add a tag” and enter the tag “newteacher”
- Then, “Update a field” again and select “Waitlist Teacher Availabilities” and enter the days & rough times of the teacher’s availabilities in sentence form.
- The autofill in the email reads “This teacher is available on …” so ensure the availabilities written as a sentence makes grammatical sense.
- E.g. “Monday afternoons, Tuesday afternoons and Thursdays after 5pm.”
- Select Apply
Thats it! The automation will begin, and these students will be emailed asking if they want to try lessons with the new teacher! There will also be a task to call & organise these students trial lessons.