Academy: tracking attendance and the client page

Marking attendance per lesson

On the course page you mark per lesson and per participant whether they were present. Both a scheduler and a club admin can do this; it is not an admin action. The three statuses are shown as a legend above the participant list: present, absent, no-show.

1. Open the course and find the lesson whose attendance you want to record.
2. Click Present, Absent or No-show for a participant.
3. If you click the same status again, the registration is cleared. "Not registered yet" is then a real, separate state, not the same as "absent".

The three buttons stay grey and unclickable until the lesson has actually started. If you are there too early, you see the text "Not held yet" next to the buttons. So you can never record attendance beforehand, only from the start of that lesson, and that applies to both roles.

What you mark here feeds two things further on: the "Attendance" figure in the figures block on the course overview (only visible to a club admin), and the attendance line on the participant's client page.

Looking up a golfer

If someone is standing at the front desk or phones, you look them up directly, without first knowing the right course. Both a scheduler and a club admin can do this.

1. Go to Academy and click Find golfer at the top right. Or press the / key, as in the schedule.
2. Type at least two characters. You can search by name, email address or phone number.
3. Under each name is a line with the last course and its status, the handicap category and, if there is one, the next step: "Ready for programme" or "Signed up for programme".
4. Click the golfer or press Enter. You land on their client page.

You see at most ten hits at a time. If you cannot find someone, shorten the search term or search on the email address. If a linked coach site is still running an older version, the search says at the bottom "Search does not work yet for: coach (older coach site)"; golfers of the other coaches come up as usual.

The client page (golf journey)

Click a participant's name, in the participant list on the course page, on mobile as well as on desktop, and you land on their client page. You also get here from the search and the follow-up list. This page can be viewed by both roles.

Here you see:

• Name, phone and email address, if they are known.
• Handicap category: only visible if the coach has ever recorded it for this client, for example "18 to 9". If the coach has not recorded anything yet, this line is simply missing.
• Course history: every course this client has signed up for at this club, with a link back to that course. If a course belongs to a programme from the learning path, the name of that programme appears as a label after the course title.

Each line in the course history has a status label (Signed up, Payment outstanding, Cancelled, Cancelled (staff), and so on), an attendance line and the sign-up date ("signed up date").

The attendance line only counts the lessons of that course that have already taken place for this participant, counted from the moment they signed up themselves. If someone joined halfway, the lessons before that do not count as a missed lesson. You see, for example, "present at 3 of the 4 lessons held" (or "of the 1 lesson held" for exactly one lesson), "no lesson held yet" as long as nothing has taken place, or "attendance not recorded yet" if lessons have taken place but nothing has been marked yet on a sign-up that is still running. On a cancelled course this line is not shown in this way.

A badge can appear next to the name: Ready for a follow-up offer or Course completed. That badge comes from a recommendation that the coach records per participant, per course on their own coach site (for example Completed, Ready for follow-up or Needs extra attention). You do not see or edit that recommendation itself, or the goal a participant has given, from ClubDesk: you only see the badge that follows from it.

The Next step card

If this coach works with a learning path, there is a Next step card at the top of the client page. It names the programme that is next according to the learning path, with "After the completed programme" under it.

Below that are the open courses of that programme at this club, each with the start date ("starts on date" or "start date to follow"), the number of free places if known, and the price. Click Sign up to sign the golfer up straight away; the form opens with name, email and phone already filled in. If no course is planned yet, it says "No open course for this programme yet."

If the golfer is already on a course at that level, the card says "Already signed up for programme" and there is nothing to do.

Sometimes there is no card. That can have several reasons:

• The golfer has not completed a programme yet.
• The completed programme has no Follow-up in the learning path.
• The follow-up programme is inactive, or the golfer has already completed it.
• At the last running sign-up, the coach indicated that this golfer still needs extra attention.

You do not see that last recommendation itself in ClubDesk. You only notice that no follow-up is suggested, exactly as with a programme without a follow-up.

The learning path as steps

Under the card is the Learning path block: all of this coach's programmes in order, with per level the courses this golfer took there. Each level has a marker:

• Completed: a tick. The golfer completed this level.
• In progress: the golfer is currently on a course at this level.
• Next step: this is the level from the card above.
• Not done yet: the golfer has not done anything here yet.

Switched-off programmes are only shown if this golfer still has a course of them. If the coach does not work with a learning path yet, this block is left out and you only see the course history.

Related

• Academy: creating and editing courses
• Academy: signing a participant up at the front desk
• Academy: the learning path and programmes
• Academy: the follow-up list