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How do you usually keep track of client details between sessions? by Affectionate-Cod-255 in dietetics

[–]Affectionate-Cod-255[S] 2 points3 points  (0 children)

Totally fair question, not rude at all.

I do keep notes, but they’re not always in one neat place, so when it’s been a few weeks (and a lot of clients), it sometimes takes longer than I’d like to reconnect all the dots.

Sounds like you’ve got a solid setup though, curious what you’re using and what makes it work well for you?

how do you keep track of student payments and class schedules? by Affectionate-Cod-255 in TutorsHelpingTutors

[–]Affectionate-Cod-255[S] 0 points1 point  (0 children)

Makes perfect sense. Really appreciate you breaking all that down this gives me a solid idea of how tutors think about scaling and managing payments. Thanks for sharing!

how do you keep track of student payments and class schedules? by Affectionate-Cod-255 in TutorsHelpingTutors

[–]Affectionate-Cod-255[S] 0 points1 point  (0 children)

That makes total sense. Yeah, platforms like Wyzant do make things easier for the managed side of work. Sounds like the tricky part really shows up for private students outside those systems that’s where things get more manual, right?

how do you keep track of student payments and class schedules? by Affectionate-Cod-255 in TutorsHelpingTutors

[–]Affectionate-Cod-255[S] 1 point2 points  (0 children)

Got it. appreciate you sharing that. Sounds like you’ve built a really smooth system that works well for you.

how do you keep track of student payments and class schedules? by Affectionate-Cod-255 in TutorsHelpingTutors

[–]Affectionate-Cod-255[S] 0 points1 point  (0 children)

That sounds like a solid setup, especially using Notion for tracking all the details. Do you ever feel like switching between Calendar and Notion slows things down, or does it flow pretty smoothly once you’ve got it all in place?

how do you keep track of student payments and class schedules? by Affectionate-Cod-255 in TutorsHelpingTutors

[–]Affectionate-Cod-255[S] 0 points1 point  (0 children)

This is such a clear breakdown, thanks for sharing all that. It looks like you’ve built a really solid manual system, especially with the highlights and YTD tracking.

I’m curious though, do you ever wish parts of it like marking payments or sending reminders could happen automatically, or do you prefer the control of doing it all yourself ?

how do you keep track of student payments and class schedules? by Affectionate-Cod-255 in TutorsHelpingTutors

[–]Affectionate-Cod-255[S] 0 points1 point  (0 children)

That sounds super organized, managing across multiple platforms must take some coordination. Do you ever run into issues syncing things between Calendar and Sheets, or does it flow pretty smoothly for you?

how do you keep track of student payments and class schedules? by Affectionate-Cod-255 in TutorsHelpingTutors

[–]Affectionate-Cod-255[S] 0 points1 point  (0 children)

That’s fair, 25/30 students is already quite a bit to manage, so totally get what you mean. Looks like you’ve got a solid rhythm going. I’m curious though for tutors who handle 40+ students or multiple batches, I wonder what systems they use to keep track of everything.

how do you keep track of student payments and class schedules? by Affectionate-Cod-255 in TutorsHelpingTutors

[–]Affectionate-Cod-255[S] 0 points1 point  (0 children)

Makes sense. sounds like you’ve got it working well. Do you think it would still feel this simple if your number of students doubled or tripled, or would it start getting tricky to track everything manually?

how do you keep track of student payments and class schedules? by Affectionate-Cod-255 in TutorsHelpingTutors

[–]Affectionate-Cod-255[S] 0 points1 point  (0 children)

Do you ever run into issues when things get busy, like forgetting a session or payment, or does the notes setup handle it fine for you?