Introducing the EngagePlanner

We are proud to introduce the EngageDiary for SuiteCRM

Users can:

Create lesson, group multiple contacts inside a "Lesson"
Assign the lesson to a User (Instructor, tutor, teacher)
Link a "Resource" (Horse, Car, Motorbike, any custom module)
  • Administrators can:
Add / Remove Lesson Types
Manage Max Attendees
Manage Lesson Type Prices

Day, Week and Month view

Allowing users to see an overview of lessons in different views  

Creating & Editing Lessons

Users can:

Edit Start Date & Time
Assign the lesson to a User (Instructor, tutor, teacher)
Change Instructor
Confirm Payments
Send Lesson plan email to Contact)
Add Notes
Edit Start Date & Time
Dynamic Repeat Lesson (Every Day, Week, Month, Year)
Delete Lesson

Row View

Custom design allows users to quickly identify a lesson, with each individual Contact > Resource separated into Rows

Users can:

Each Contact meeting
Grouped by Lesson Time & Instructor
Matched Instructor colour coding
Update Notes
Update Horse & Instructor
Add Notes
Send lesson plan email
+ Create Accident report or other custom record

Lesson Payments

Administrators can enter up to 3 prices per lesson, lesson price is then dependant on Instructor price level.

Users are able to:

Record each lesson payment
Separate payment (Card, Cash, Credit)
Update Contact Credit amount
Unpaid lessons highlighted in Red
Update payment anytime
View income reports (Payments taken today)
Send lesson plan email
+ Create Accident report or other custom record

One Click Reports

We are able to add custom 1 click reports!  

Day Reports
Resource Reports
Email to Users

Report example: Instructor's daily schedule  

Would you like a Demo?

For more information on how we can meet the needs of your organisation get in touch now!

REGISTER FOR YOUR FREE DEMO NOW!

Enter your details below and we will be in touch right away


1-5
6-10
11-20
21-50
50-100
100+
Close