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TutorCruncher November Newsletter

30 days has September, April, June, and November. The advent calendars are out and the busy festive period is getting going. Not everyone in the TutorCruncher office is the biggest fan of Christmas songs, but I’m sure trying to get at least one carol a day into our workflow! Whilst the days are getting shorter and the temperature dropping (at least for us in the Northern Hemisphere), there is still plenty going on in tutoring. At TutorCruncher, we’ve been busy as always working away to have the system do more and more for you, its users.

This month, we have made some valuable tweaks and improvements to core areas of the system which promise to have a dramatic impact on the amount of time you dedicate to your administration. In that sense, I would argue that the system is both easier to use than one month ago and also more effective with your time. If we can carry on with that trajectory for the foreseeable future then we’ll continue be thrilled with how TutorCruncher contributes to your company’s day-to-day operations. Let’s have a look at what’s new!

Set up your subscriptions for your clients’ regular billing

These applications mean Subscriptions can offer excellent utility for a number of tutoring companies. What’s more, setting these up is easier than ever in TutorCruncher. Simply go into Activity > Subscriptions and create a Subscription, specifying:

With that in place, you simply need to add clients to the relevant subscription so that you can create a monthly charge for them. All you will need to then do is draft and raise invoices to bill your clients. It’s an option well worth exploring to save time for a number of company models.

This month, we added quick payments so that you can take your existing processes and supercharge them, making it require just a few clicks to be able to charge a client by card. By going to a client’s page and clicking ‘Take Quick Payment’, you can create and send and pay an invoice, saving a card to the client’s account, in a matter of seconds!

Click on Take Quick Payment to instantly bill a client

When taking a Quick Payment, you have the option of specifying:

Or

2. Top the client’s account up.

The difference between these is about the kind of charge you want to bill your clients. Option 1 is creating an invoice for a chargeable item such as a registration fee or a tutor finders fee. This is a charge which you want the client to pay, simple as that. Option 2 allows you to top up a client’s account, meaning you can bill a card to give them credit to go towards future lessons. Whichever of these options you select, you can then specify the amount to charge, a description, and whether the client receives a receipt for this quick payment. Once this has been saved, you can then input a card to be billed. The end result: the client has been charged, a card has been saved to their account, all in a matter of seconds!

We have added a new automated email to allow you to optimise your tutor-student matching process. Our new Job Confirmation emails allow you to notify the tutor(s) and client(s) that their job has been set up in your system to engage with them as to how things will move forward from here.

Customise the confirmation emails to introduce your tutors to your clients

But that’s not all! As with every automated email in TutorCruncher, there is customisation available. You can change all of the information which is displayed in this email, as well as include your own custom variables based on extra attributes on your job so that you can have TutorCruncher work for your brand. With that in mind, get customising!

Search through your settings page to find the correct areas of configuration you require

Everything has now been compressed onto your Settings page, making it easier than ever to action the relevant changes and make your account bespoke to your company’s needs. But that’s not all, as there is now the option to search the settings page! Using the search bar at the top of the page, you should be able to easily locate the correct area of the system, whether it is customising lesson reports, editing tax setups, or adding payment integrations.

Having taken on feedback from our users, we have decided to add flexibility to the way that the ‘Gone Cold’ job status works. In addition to being able to set the default period for marking a job as cold in your Settings, you can now also set it up on a specific job. That way, if you know that a particular job is more likely to be a slow-burner, you can input a different timeframe for the job to ensure that you only get notifications for the job going cold when you need them.

Additionally, when a job goes cold, you might already know that these create a task for the relevant client manager to follow-up on. These tasks are automatically marked as complete when a job status is changed, and if you want, you can opt out of having these tasks created. In our experience, bigger companies with multiple administrators get great benefit of having tasks created for the relevant client manager, so do what works for you!

There will always be lots of continued tweaks here and there to keep improving how TutorCruncher works for your company. We will be adding steps this month to allow you to automate your review requests, which should be very effective indeed. One of the very exciting things you can expect to see in December is the addition of signing in via Facebook/Google. No more worries about forgotten passwords or email addresses, as you and your users will simply be able to use alternative credentials to easily access your accounts.

Thanks for reading,

The TutorCruncher Team

Grow your tutoring business

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