Setup Private Lessons in Under 30 Minutes!

May 8, 2015 Dan Drum

Setup Private Lessons in Under 30 Minutes!

Every pool out there should be running private lessons. Allowing the driven kids out there to improve their skills and coaches to extend what they love to do and generate extra revenue!

TULessons is Free*! Setting up private lessons is quick and easy. Here is your guide to getting it done in under 30 minutes. This is the quickest route so many areas have been skipped, but not required for a basic Private Lessons program. If your TULessons platform is not turned on please click the button below to email TeamUnify and we will turn it on.

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The TULessons Platform is designed to work from Left to Right and we will take you through all the necessary steps to setup your own private lessons:

Left_to_Right

The Private Lessons Program Needs Information on (click to skip to this section):

  1. System
  2. Program
  3. SubProgram
  4. Curriculum
  5. Instructor
  6. Location
  7. Map
  8. Zone CoA
  9. and Classes

 

This is the quickest route so a few areas of a full lessons program setup have been skipped, so let's cover the basics for setting up a Private Lessons program:

General Lessons Setup:

Team Admin > Lessons Admin > Edit

Admin__Edit

Fill in the appropriate general Lessons System Edit's (note: the fields with red asterisks are required)

  • Most of these fields are straight-forward and are forward facing items which you can choose to show or hide based on your teams audience and desires. We are going to set this up with simple and mostly hidden fields for Private Swim Lessons.
  •  We want to ensure payment at registration so we are choosing to go with Credit Cards Accepted and no Discounts or Coupons. This requires TeamUnify Online Payment Processing. 
turn-on-payment-processing-1

fields

Next add any information you might want to share or waivers you may need signed. Use each tab Title Page, Agmt 1-5, Success, Email Promo >then make sure to Save Changes.

Title_Page

Private Lessons Setup:

Now that we have the basics set up, let's set up your Private Lesson.

Team Admin > Lessons Admin > Program (Tab)

  • Add New and name it Private Lessons.

program

  • Save Changes

Program_Title

SubProg (Tab):

  • Add New

Sub_program

  • Put in Instructors name as the title and associate this with the Private Lessons program.
  • Becuase we are setting up a private lesson turn all toggles to "NO"
  • Save Changes

sub_program_setup

Curriculum (Tab):

  • Add New

cirriculum

  • Create new Curriculum called Private Lessons
  • Save Changes

cirriculum_lesson

Session (Tab):

  • Skip it!

 

Instructor (Tab):

  • Add New

instructor-add

  • Add your instructors names and contact info
  • Save Changes

Instructor

Location (Tab):

  • Add New

Locations

  • Add appropriate Pool Location
  • Save Changes

Locations_Edit

Name Map (Tab):

  • Add New

Map

  • Add appropriate Pool Location
  • Save Changes

Map_Edit

Name and Street Address Zone (Tab):

  • Add New

Zone

  • Name your pool zone name Pool
  • Save Changes

Pool_Zone_Edit

CoA (Tab):

  • Add New

COA

  • Name it Private Lessons
  • Save Changes

Coa_Edit

Classes Setup:

Finally Navigate to the Classes (Tab):

  • Lastly go to Team Admin > Lessons Admin > Classes (Tab) > Add New

Classes_ADD

  • Fill out the Information Input Above (Asterisks show required fields):
    • Class Title: Private Lessons
    • Status: ON
    • Sub Program: Instructors Name/Sub-Program Name
    • Curriculum: Private Lessons
    • Location: Pool Name
    • Map: Pool Location
    • Pool Zone: Pool
    • Class Start/End: Your Start and End Date
    • Display Starting: Current Date
    • Open for Registration: Today's Date
    • Class Length: Your class length
    • Registration Fee Per Class: Don't Use, No Chart of Accounts is needed
    • Class Fee (per Participant): $ Class Fee and chose Private Lessons for CoA

Classes_Add_Edit

  • Input 99999 for Slot Limit and then select the instructors name from the drop down menu for all days in which the instructor has time to give a private lesson. Leave the time blank, but in the Class Description section place "The instructor will reach out to you after the registration is complete to line up a specific day and time that works for both parties".

Info_and_Save

 

All Finished:

Make minor adjustments, navigate to the Students tab to sign up your first private swim lesson to fit your swim lesson needs and don't forget to Save Changes. Any swimmer in your system/Account/Member Admin is automatically in your Students area, just Add New and Pick their account. Once Setup you can test the settings before you launch it publicly. Here is a guide to how to Test the Lessons System in our Knowledgebase.

 

There you go, Private Swim Lessons Setup in Less Than 30 Minutes!

 

If you need additional resources on our TULessons System visit our knowledgebase on TULessons. Also here is a QuickStart Guide and Lessons Video Tutorials for a more detailed setup of TULessons.

tun-on-lessons

(*TULessons is free of charge with your current TeamUnify site, if you would like a separate public facing site for your TULessons charges will apply.)

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