Scheduling preferences
To set Private Instruction scheduling preferences:
1. Go to SysManager > Preferences > Private Bookings to enter preferences for Private Instruction module.
2. In the General tab, enter the Default starting time for the schedule in the field provided.
Note: Using the dropdown box, enter the hour of the day to which the start time for the schedule defaults (the first column that is displayed in the schedule). Thus, if you do not book lessons before 9:00 AM, you would select 9:00 AM so that the schedule would appear by default starting at 9:00 AM.
3. Enter the Maximum number of instructors to return to the salespoint.
Note: This is the maximum number of instructors that are listed in the schedule on salespoints during booking. This is the number of instructors that are available for selection in the schedule.
4. Select whether to have the lowest or highest priority instructor group listed at the top of the schedule. (For more information about priority groups, see
Instructor rotation groups.)
5. Select what parameters not to check for when booking or moving a booking in the schedule: Guest preferences, Max4Sale limits (Max4Sale limits on categories, lesson types and locations) and Conflicts with other bookings.
Note: Max4Sale limits on product sales are only checked when selling a product through Sales.
6. Enter how often to rotate the priority groups in the Rotate Every … days field.
Note: See
Instructor rotation groups for more information about instructor priority groups.
Note: You can effectively prevent rotation by setting Rotate Every … days to a very high number.
7. Enter the starting date for the rotation in the Starting on… field.
8. Place a check in the box for Requested private lessons will be automatically locked to lock private request lessons when sold in Sales.
9. Place a check in the box for In Sales, automatically filter instructor list to selected base and level if you want Sales to filter the instructor list automatically to the base and level that are selected on the Schedule Filter tab when creating a booking in Sales.
10. Click the Save button.