Creating report cards for your client
What is a report card?
A report card is a lesson report that you type yourself: one to three focus points, at least one drill, and if you like Trackman values, the next lesson and a personal note. Golfly emails your client a link to a page of their own. It is the typed route alongside the spoken lesson update, in the same screen.
Creating a report card
- Go to Admin → Report Cards and click New Report Card. Or open a client under Admin → Clients and click New Report Card there; the client is then already filled in. If you work without spoken lesson updates, Create lesson report on a lesson in your calendar also opens this form, with the client and the lesson already filled in. During the lesson the same button is on your dashboard.
- In the For whom block, choose the right person under Client. You can leave the Session field empty: Golfly then numbers the session itself, "Session N" or "Sessie N" in your client's language, counted over the cards you sent this client before. If you type a label yourself, it is kept.
- Enter at least one focus point under Focus points. With Add focus point you can add up to three.
- Under Drills, enter at least one drill with a title and an instruction of at most 500 characters. Reps and when are optional. Add drill adds another one, up to ten drills. If only the title or only the instruction is filled in, you see "Add a title and an instruction, or remove this drill." and you cannot send yet.
- If you have the drill library, there is also a Drill from library button. Pick a drill: the title and description are copied and you can adjust them for this client, and the video is attached to the drill (label "video linked"). The button with the broken link next to that label (Unlink video) removes only the video, the text stays. The cross on the right removes the whole drill. If the drill in your library has no description, type an instruction yourself. If the description is longer than 500 characters, Golfly copies the full sentences or lines that fit. If your library has no drill with a finished video yet, the window says so and shows a Go to Drills button.
- If you like, expand Trackman data and enter a Before and After value for each measurement. The measurements are Club Speed, Ball Speed, Carry and Spin. A field you leave empty or clear again is ignored.
- Optionally fill in Next lesson: what you will work on next time. Your client sees it on the card.
- Optionally write a Personal note and fill in Follow-up from last lesson. The follow-up is not shown to your client; you see it again in your calendar, with this client's next lesson.
- At the bottom you see who the report goes to: "Goes by email to" your client's address, or "No email address on file" if there is none. Click Send to first name. On a computer you can also press ⌘ + ↩ or Ctrl + Enter.
The button stays disabled until a client is chosen, at least one focus point is entered, at least one drill is complete and no drill is half filled in. What is still missing is shown under the block itself, for example "Add at least 1 focus point." After sending you see "Report Card sent!" and the card is ready.
If the email could not go out, for example because your client's email address is wrong, you see "Report card saved, email not sent". The card is saved anyway. If your client has no account, they have not received the card in that case.
You can send one report card per lesson. If you open the form from a lesson that already has a sent card, the top of the form says "A report for this lesson has already been sent." with the button View report.
What does your client receive?
When you send, an email goes to your client's address with the subject "Your Golf Report Card is ready" plus the session label. The email lists the focus points under "Points to work on" and has a button View my Report Card. If your client has an account, they also get a notification in the app, and a push notification if they have those turned on.
Five days later Golfly sends a one-off follow-up email with the subject "How are the drills going, first name?". If your client has already planned or had a new lesson after the lesson of this card, that email is not sent.
What is on the card's page?
The link in the email opens without signing in. At the top are your client's name, the session label and the date. Below are the focus points and the drills, with a video on a drill from your library (only viewable when signed in), the Trackman values if you entered them, the next lesson and your note. At the bottom are the buttons Book a lesson and Send a WhatsApp.
For Trackman the card shows the before and after value for each measurement, with an arrow up or down. For Spin lower is better, for the other three higher is better. The labels on the card follow your client's language: "Club Speed", "Ball Speed", "Carry" and "Spin" (in Dutch "Club Snelheid", "Bal Snelheid"). If you leave the block empty, there is no Trackman section.
If your client signs in, they see the same card in the layout of My Account, with your note, and can tick off the drills. All cards are under My progress. If you created the card from a lesson, it is also shown with that lesson in My lessons (button View report). Older manual cards carry the label "Older lesson (no drill tracking)" and cannot be ticked off.
Finding it in the list
Under Admin → Report Cards all cards are listed, newest first, with name, session label, the first two focus points and the date. Use the menu All clients to filter by client. Click a row and the card opens in the admin. Clicking a card on a client under Admin → Clients works the same way.
The same list also contains drafts from the spoken lesson updates that you have not yet sent. If you click one, the top says "Draft. first name cannot see this card yet." with the button Continue in the review, where you finish and send it.
Viewing a sent card
At the top are your client's name, the session label and when you sent the card. Click the name to go to your client. Below that, the block Delivery shows what happened to the email:
- Sent: the email went out, but there is no word yet that it arrived.
- Delivered: the email arrived in your client's mailbox.
- Opened or Clicked: your client opened the email or clicked the link. The time is shown below.
- Undeliverable or Not sent: the email did not arrive, often with the reason. Check your client's email address.
- No email sent: there is no email address on file for your client, or the card was a lesson update. A lesson update goes out as an app notification, not by email.
- No email found: there is no email for this card in the log, for example with an older card.
Below the email it says whether your client has an account. With an account they can also see the card after logging in, without one only through the link. If no email arrived and your client has no account, a notice at the top says they did not get the card. For a lesson update without an account we cannot be sure, because you may have sent the link on WhatsApp. The notice then asks you to send the link if you have not yet.
Under Link for first name is the address of the card, in your client's language, just like in the email. Copy link puts it on your clipboard, for example to send it yourself in WhatsApp. View as client opens the card in a new tab, in the version without sign-in.
Below that you see the card as your client sees it, with the drills they have already ticked off. New card for first name opens the form with that client already filled in. For a draft you only see how the card will look, without delivery, link or a button for a new card.
Frequently asked questions
Can I edit or delete a report card once it has been sent?
No. There is no edit or delete button. If something is wrong, create a new card.
Can I send two report cards for the same lesson?
No. One card goes out per lesson. If you want to give your client something more later, create a card without a lesson from Admin → Report Cards or the client card.
Do I have to enter Trackman data?
No. If you leave all fields empty, Golfly does not save a Trackman section.
Can someone without an account view the card?
Yes. Anyone with the link can open the card. Search engines do not index the page.
What is the difference with a lesson update?
A lesson update you speak and Golfly fills in the screen for you. A report card you type yourself in the same screen, with the Trackman block alongside, and your client also gets it by email. See Lesson updates.
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