What happens after a lesson in the Coach App?
Updated
After a lesson, the Coach App helps you wrap up. It helps you schedule the next lesson and send a progress report.
When the wrap-up shows
The wrap-up shows the next time you open the Coach App after a lesson ends. It shows for up to 7 days after the lesson. It shows only for your most recent lesson.
The wrap-up waits while you are in a lesson. It also waits when a lesson starts within 15 minutes.
Consultations and group lessons do not get a wrap-up.
What you see depends on your student:
- Nothing scheduled, and not on a weekly plan: you schedule the next lesson. If report reminders are on, you then write the report.
- A lesson is already scheduled: you write the report. This step shows only when report reminders are on and you did not send the report yet.
- A lesson is scheduled, and reminders are off or the report is sent: nothing shows.
Start the wrap-up
A card opens at the bottom of Home. It shows one of these:
- Get {name}'s next lesson on the calendar, with a Propose a time button
- Write {name} a progress report, with a Write report button
Tap the button to start.
Step 1: Schedule the next lesson
On Get {name}'s next lesson on the calendar, a card shows the place and time of the lesson.
- Tap the card to change the place or the time.
- Tap Propose this time to send the proposal to your student.
Step 2: Propose weekly lessons
On Same time, each week?, a card shows the day, time, place, and start date.
The weekly lessons start one week after the lesson from step 1. They use the same day, time, and place.
- Tap Propose weekly lessons to send the proposal.
- Tap Not now to skip this step.
This step shows only when your student paid for the lesson that just ended. A lesson that you log yourself skips this step.
Step 3: Write the progress report
On Now let's write {name} a progress report, write the report. Tap Not now to skip the report.
See How do progress reports work? for the report steps.
When you finish, Nice work! shows a checklist of what you did.
Go back or change a proposal
- Tap back to go back one step. On the first step, back closes the wrap-up.
- After you send a proposal, go back to see the sent card.
- Tap Update proposal to change it. The updated proposal replaces the proposal you sent before.
- Tap Continue to go to the next step.
Schedule next lesson cards in To do
Your To do list shows a Schedule {name}'s next lesson card for each student who needs a next lesson. You find the card on Home. You also find it in the To do tab, under Needs attention.
A student gets the card when all of these are true:
- The student took a lesson with you in the past 90 days.
- The student has no confirmed or proposed lesson.
- The student has no open invite.
- The student is not on a weekly or monthly plan.
- The student did not decline a proposal that you sent after the last lesson.
The card shows Prepaid lessons left, nothing on the calendar or Nothing on the calendar yet.
- Tap Propose to open the wrap-up for the student's last lesson.
- Tap X to hide the card. The card comes back after the student's next lesson.
This card replaces the progress report card and the Make it weekly card for that student. The wrap-up covers both.
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