Plan controls
Centre, date and target
Suggestions are based on students booked today or seen on the same weekday recently, then matched with money due or monthly-plan items.
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Suggested today
People to speak to
Due today means the student is booked in or usually trains on this weekday.
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Today's plan
Planned conversations
Add suggested or manual students, then update status as the day unfolds.
No planned students yet.
Manual add
Add a student to today
Use this when an instructor knows who they want to speak to, even if the system has not suggested them.
Search for a current student to add manually.
Sources
Data checks
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