This page tracks the full lifecycle of non-F&F families requesting private lessons from F&F coaches.
Requests Tab
The workflow appears to be:
- Front desk staff receive inbound phone calls or emails, create a lesson quest with a note describing the customers needs and schedule
- Tennis staff contacts the prospective customer, leaves a note
- Ticket is moved to “Accepted” once tennis staff has scheduled a lesson
- If no a lesson is not successfully booked, the ticket moves to “Expired” This happens on a timer if 72 hours pass without a coach accepting a lesson (the time value is configurable by the admin)
- Lessons can also be moved to “Cancelled”
Recipients Tab
A separate tab shows a list of all tennis staff, with check boxes to select which staff members can accept lesson requests.
Issues
With the current permission levels, I cannot accept a lesson request to see what the process looks like.
This does not tie into the current CRM (Leads). On a lesson request, the requestors are a text field with no tie to the data model.
What happens if a lead books a lesson and then wants to keep booking lessons regularly with their coach. Do they still schedule via the front desk, or do they reach out to their coach directly?
Do we want to build a booking calendar?
Should this tie into the CRM?