Private Focus Mode
Assign individual private lessons and multi-day series in a snap.
In this article, we will cover:
And for good measure, we've included a video overview, too.
The goals of Private Focus Mode
As you have read in this section so far, Tasks view in Scheduling gives you all the tools you need to make your task assignments and put together your plan for the day. For some tasks (especially those unrelated to teaching) you can just drag, drop, and keep it moving.
For other tasks however, particularly private lessons, you may want to be a bit more intentional with your assignments. Enter Private Focus Mode.
Private Focus Mode gives you the oversight to ensure your guests are taught by the best instructor for them so they have a great experience at your school and keep coming back for more. Here's a quick breakdown of what you can do with this feature:
See detailed information about each sale
View instructor availability
Compare instructor schedules to find the best fit
Filter instructors by skill set, certification, and more
View all days of a multi-day private at once
Assign multi-day privates with one click
Keep reading to see what it looks like.
Getting around the interface
Opening Private Focus Mode is as simple as clicking on any private lesson that synced over from your point-of-sale. There are two ways to do this:
Find a private in the Guests tab on the left hand side of Tasks view and click on it.
Find a private that has already been assigned, hover your mouse over it, and click on the eye icon
that appears.
That's it, you're in. Let's check it out!
Just like in Tasks view, you've got a list of all your guests on the left-hand side of the page. Click the Privates category to see a list of all the lessons that you've still got to assign.
On the right hand side of the page, you'll see two arrows near the Edit button that let you cycle between all the private lessons for the day.
You also have the shortcut button <- Back to all tasks for exiting Private Focus Mode and returning back to Tasks view.
Status - green, yellow, red
When you're looking through the list of your instructors for the day, Private Focus Mode will organize them by their availability to teach the selected private.
Green
This instructor's schedule is clear for the lesson. If the guest has a series of private lessons, this instructor is available to teach all of them.
Yellow
This instructor's schedule is not clear, but their current assignments may be rescheduled in order to make room. This flag will show when an instructor has an On shift, but there's another task on the schedule that is in conflict with the private lesson you're viewing.
Red
This instructor's schedule is not clear and their current schedule should probably not be adjusted to assign them this private.
Using pins and filters to find the right instructor
In addition to the green, yellow, & red status system, Private Focus Mode also lets you pin instructors to the top of the list so you can easily compare their schedules side-by-side and make the best pick.
Filters are also available here and will influence the list of instructors just as they would in Tasks view. This is a page where building filters and saving them to access later will really speed up your workflow.
Check out Creating, Saving & Sharing Filters to learn more.
If you're using filters and pins at the same time, the filters will not exclude pinned instructors - regardless of your filter criteria.
Assigning a multi-day series
Whenever a guest purchases more than one private lesson, Tasks view will display a flag on the task tile indicating there are multiple lessons to account for.
Private Focus Mode is where the multi-day series feature really shines. Even though you can only view one day at a time in Tasks view, Private Focus Mode will display all the days of an instructor's schedule that are relevant for the series you're trying to assign.
To make the assignment, you've got two choices - assign the entire series at once, or assign one day at a time. Clicking the Assign instructor button next to their name will automatically assign every day of the series, whereas clicking the Assign instructor button next to the date will assign just that one day.
That just about covers it! Check out the video below if you'd like to see all this in action.
Video overview
Video timestamps:
0:22 Navigating to the module
0:57 Private Sale and Scheduling information
1:40 Instructor availability: Green, Yellow, Red
3:25 Changing a schedule to make someone available for a private lesson
4:00 Assigning a Private lesson
4:12 Finding the best-fit instructor
4:40 Filtering
5:11 Comparing instructor schedules: Pinning
6:13 Multi-day privates / Series
7:01 Assigning multi-day privates
7:22 Assigning individual days in a series
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