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

Calendar - Different Views Image

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
Creating Lesson Image

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
Diary Row View Image

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
Payment Summary Image

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

Instructor's Daily Schedule Image

Would you like a Demo?

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

Call 01793 236 245
Email Us