Create a workbook

The process works best if you collect your data before beginning to enter anything for the Private Instruction module. That way, you can get a comprehensive and global overview of your booking data, assemble a complete collection of all the information that you need and ensure that the system is set up with organization, rather than piecemeal.

Type of Data	Description	Required/optional	Applies to?¹
Setting security	Settings that determine which features of the system are accessible and to whom	Optional	Privates and pods
Entering lesson types	Lesson types are another way to group products in the schedule and sort them for custom reporting.	Required (at least one)	Privates and pods
Required guest fields	You can require the entry of certain guest information for all guest products or by individual guest product.	Optional	Privates and pods
Entering lesson locations	Where the bookings take place	Required (at least one)	Privates only
Private Instruction products	The actual products that are sold in conjunction with a private booking	Required	Privates only
Max4Sale	Limits on the number of products of a certain type that can be sold within a specific period	Optional	Privates only
Instructors	People with whom private bookings can be booked	Required	Privates only
Instructor schedules	Information about each Instructor’s availability	Optional	Privates only

¹ “Privates” is a short-hand way of referring to the Private Instruction module; “pods” is a short-hand way of referring to the Activity/Facility Scheduling module.

In order to inform you about the nature of the necessary information for each area of the Private Instruction module, there are references to sections of this document that give further information. You can also refer to the SysManager, Sales and ReportManager documents for comprehensive summaries of all dialogs and fields in those modules.