Lesson updates: how to stay in touch with your client
What is a lesson update?
A lesson update is a short report that your client receives on their phone after a lesson: focus points, drills with instructions, and a note from you. You speak it, Golfly turns it into a draft, and you check it and send it. Your client ticks off what they have done, and you see that reflected before the next lesson.
This feature is not switched on by default. If you do not see the button Send lesson update on the client card, it is not yet enabled for your account. The typed route via Report Cards always works.
How do you send a lesson update?
- Open the client under Admin → Clients and click Send lesson update. You can also do it from the calendar: open the booking and click Create lesson report.
- Click Start recording and tell what you did together, what you will pick up next time and what homework there is. For each drill: title, how it works, how many times and when. 60 to 120 seconds is enough. After 2 minutes the recording stops by itself.
- Click Stop & send. Golfly uploads the audio and makes a draft. You arrive on the check page with the label Draft.
- Check the focus points (at most three) and the drills. Each drill has a title, an instruction, reps and when. A drill with only a title or only an instruction holds back sending until you finish or remove it. If you like, fill in Next lesson and a Personal note. Changes are saved automatically; while a drill is half filled in, Golfly does not save the drills yet.
- Click Send to first name. You need at least one focus point and one complete drill. Until then the button is disabled and you see under the block what is still missing.
If you have the drill library, you can link a video to a drill with Drill from library. This screen is the same one you use for a typed report card. See Drills: your video library.
A lesson update that has been sent can no longer be changed or deleted. A draft can: with the bin at the top right you permanently delete the transcript and the draft.
What happens after sending?
If your client has an account on your site, they receive a notification in the app and a push notification: "Coach first name sent you a lesson update". No email is sent. If Golfly has their phone number, you also see the button Also send via WhatsApp. That opens WhatsApp with a short text and the link to the update, without the drills themselves. If your client has no account, WhatsApp is the only route.
What does your client see?
The link opens the lesson update itself. When logged in, your client finds all updates under My Account → Progress, newest at the top, with a bar at the top reading "x of y drills completed". Each update shows:
- The focus points as short labels.
- The drills in a row, with title, instruction, reps and when. If a video is linked, it appears there.
- A circle per drill to tick off. Ticked drills move to the bottom with a green tick and "Done on date".
- The heading Next lesson if you have filled it in, and your personal note at the bottom.
- On the newest update, the button Book next lesson.
Ticking off is only possible when logged in. Without an account the client can still see the update, with the text "Log in to track your progress".
What you see: on the client card, the block For the next lesson shows the focus points of each update and which drills were done, plus a percentage.
What if structuring fails?
Then you see an orange card on the check page: "Structuring did not work", with below it what you dictated and the button Try structuring again. That sends the same transcript through the AI once more, without a new recording. Do that first: as soon as you fill in a focus point or drill yourself, the card disappears. You can then type everything yourself too. The transcript stays available via Show transcript.
Frequently asked questions
How long can a recording be?
At most 2 minutes. The timer counts up to 120 seconds and the file may be at most 20 MB. Short, concrete recordings are structured better.
Can a client undo ticking off a drill?
Not on the Progress page or on the update itself. A drill with a linked video also appears under My Account → Drills, and there they can untick it again.
Is the audio kept?
Not permanently. For updates that have been sent, the recording is deleted after 30 days. Drafts you do not send are cleared after 7 days. The transcript and the structured content are kept.
Does it also work in English?
Yes. If you dictate in English, Golfly structures it in English. The AI adds nothing you did not say.
Does my client receive an email?
No. A lesson update goes via a notification in the app, a push notification or your WhatsApp message.
Related
Setting up lesson packages
Selling bundles of lessons in advance, handing out credits and setting the validity period.
Creating and managing lesson types
How to set up lesson types with duration, price, colour and number of people, how to switch them off or delete them, and how the English translation works.