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Monitoring group program registrations and payments

Updated: Jun 17

Whenever a student registers for a program or submits a contact form, the data will be recorded Zoho CRM and to Google Sheet automatically. We monitor this spreadsheet and make sure we forward new leads to our sales representative, and update our database and master list.


UPDATE: Our prices and policies are constantly evolving.




For Student Support


The student support specialist will have to manually enter the student's name to the Master List which is viewed often by Director/Manager to track our financial activities. The CRM record of the student should also be updated manually.


The student support specialist confirms that their payment went through by checking the payment confirmation emails in dancewithmoversandshakers@gmail.com. Once confirmed, the student support specialist will add the student to the class list in the attendance app.






When to send lead info to the academy director
When student is on payment plan
When a student wants to pro-rate the price
When a student opts in to our post-registration upsell offers
When a student purchases both 101 programs under bundle promo



 



For Operations Support


Operations support is in charge of creating fresh sheet for upcoming programs, updating the studio and instructor bookings, and monitoring enrollment numbers.








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