Studio workflows
Choose the job you need to work through. Each guide includes an example and the checks needed to finish it.
Prepare a roster import
Have readyYour student CSV and the program and belt names used by your school.
Use this guide forA checked column mapping, a sample CSV, and a way to verify the import result.
Review an attendance gap
Have readyAttendance history, student status, any hold dates, and the family contact.
Use this guide forA decision to contact, correct attendance, or check a planned break, plus wording you can use.
Follow up on a trial inquiry
Have readyThe lead's contact details, selected program, stage, and follow-up date.
Use this guide forA supported follow-up action and a field-by-field check after conversion.
Check a tuition problem
Have readyStudent and payer names, the invoice if there is one, and any payment evidence.
Use this guide forThe record to change, the expected result, and anything that still needs resolving.
Prepare a belt-test review
Have readyThe program's rank ladder, qualifying attendance, and each student's rank history.
Use this guide forA shortlist marked for instructor review, more classes, or a history check.