Separate clients or programs
Create jobs for clients, courses, teams, or programs so session time stays organized.
Create jobs for clients, courses, teams, or programs so session time stays organized.
Mark payment status on shift records so open sessions are easier to find before following up.
Add tasks or tags for lesson type, session category, or program detail without overcomplicating the record.
Export client-safe reports or personal records as PDF or XLSX files when you need cleaner documentation.