We’ve made several new feature additions to TutorPanel this month as well as a few bug fixes. Below is a list of all of the changes made. You can also get instant updates by following us on Twitter at www.twitter.com/tutorpanel.

  • Added the ability for teachers to delete their own lessons if they have this permission enabled in their profile.
  • Added a teacher view to the calendar that displays all teachers side by side in columns with their own tutoring sessions. This is a great way to quickly see which tutors are available at a specific time and date.
  • Added a status field to teacher profiles to allow teachers that are no longer with a company to be hidden from the teacher list when adding lessons and to hide from the main teacher list. Inactive teachers can be viewed by choosing the inactive option in the table filter.
  • Secondary guardians can now receive lesson reminders. This can be enabled in the guardian’s profile.
  • Added “Subjects” field to the csv export file for teachers.
  • Added a printer-friendly format to the Sessions Report, which can be found under the Reports tab
  • Added a “Prospect” stauts to student profiles so that information can be stored for prospective students.
  • Parent status can be set to active or inactive. Inactive parent’s won’t appear in the parent menu when adding new students, making it easier to find the correct parent.
  • Tutor’s can now receive lesson reminders sent to their email address. This can be enabled on the tutor’s profile.
  • The parent list now displays the home phone number in the table if a mobile phone number is not provided.
  • Fixed a bug that was creating more than one parent record if more than one student had the same parent.
  • The student table now displays multiple teachers for students with more than one teacher. Before it only displayed the teacher set as the default in the student’s profile.
  • Exporting student records to excel now includes custom field values if present.
  • Prepaid sessions are now included in tracking wage payments for invoiced and paid sessions.
  • Added a checkbox to the reconcile form for confirming to send lesson notes. This allows administrators to review tutor’s notes before sending them to the client or allows changes to be made to a reconciled lesson without resending the notes. Client account must still have lesson notes enabled in their profile.
  • The teacher table was loading slowly for about a day and was fixed.
  • Added a “Subjects” field to teacher profiles and the teacher table.
  • Information pop-ups were partially hidden at times depending on where the event was appearing on the calendar – this has been fixed.
  • Passwords are no longer included in welcome emails. Usernames are included as well as a link to the reset password page where new users can generate a temporary password for logging in.
  • Added the option to exclude invoices with zero balances for automatically generated invoices.
  • Parent and student accounts being billed using the “tutoring package” method now display remaining hours under the billing tab so that they can keep track of how many hours are remaining.
  • Fixed a bug that was causing the logout redirect to work incorrectly if “http://” was added to the beginning of your url. This now works with or without http://

Most small tutoring businesses rely on PayPal for processing credit card payments while larger companies typically use a payment gateway along with a merchant account for credit card processing; however, there is a new tool available to tutoring companies of all sizes that lets you process credit cards in person – all you need is an iPhone or Android smartphone and a free credit card reader.
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We hope you’ve been enjoying the Christmas holidays have a happy new year in 2012. During December we made some improvements and fixed some bugs in the program. We also began work on some new features that will be finished in January.

Here’s a summary of the updates made in December
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November was a big month for us with the introduction of TutorPanel Mobile as well as some new features for TutorPanel including the addition of the ability to reconcile multiple lessons at once and the ability to upload students in bulk using a CSV file.

Below is a summary of features and bug fixes for the month of November:

  • Fixed a bug that was causing the calendar not to appear in teacher accounts when the calendar contained both tutoring sessions and general events.
  • TutorPanel Mobile – a convenient way to access information from your TutorPanel account from your smartphone. TutorPanel mobile lets you access student and parent contact info, upcoming tutoring sessions, reconcile tutoring sessions, account balances and past transactions.
  • Admins can now set the page that users are directed to after logging out. You can set this to your own website address.
  • Added a new remote login form that will keep tutors and students on the same page as the login form if an error occurs when logging in. The original would redirect them to the TutorPanel login form when the username or password was not correct.
  • Added a date range selector for the “Teacher Payment History”.
  • Changed “Expenses” in the navigation menu to “General Expenses” to provide a distinction between “Wage Expenses” which are separate.
  • It’s now possible to clear empty a date field by hitting backspace when the cursor is on the date field. Some users couldn’t remove a student’s birthdate when they inadvertently selected that field on the student profile.
  • Reset password page was not displaying a message when the username entered did not exist. This has been fixed.
  • Currencies and company name weren’t updating immediately after making changes in general settings. Changes to these fields are now reflected immediately.
  • Currency symbol was missing for lesson fees on automatically gernated invoices – these are now displaying correctly.
  • Batch reconcile – added a batch reconcile feature to admin accounts that allows several lessons to be reconciled at once.
  • Added the tutor wage to calendar event pop-ups and the “View Lesson” page.
  • Fixed a bug related to Internet Explorer that wasn’t displaying events on the calendar when a certain combination of options was selected for general events.
  • Bulk Upload – Admins can now upload multiple students at once to their TutorPanel accounts using the student bulk upload feature. Access it by going to the Student List and clicking “bulk Upload” in the sidebar.
  • Fixed a bug that was causing students to show up twice during reconciliation if new students were added to a single group event.  Adding students to a series of group events didn’t have this problem.

 

This post is the third in a series on tutoring software that can be useful for tutoring companies. In this blog post we’ll look at some software with the goal of helping you “remember everything”.

The Concept: 

Evernote is a system that lets you capture information and then access it quickly by keyword, tag or even text found within images.

Description:

Evernote is an extremely useful system for cataloging general information in an easy way that can be quickly accessed later on. Evernote has a variety of versions of its software so that you can easily capture information using your computer or smartphone. The desktop software and web-browser extensions let you quickly capture text, images and links from web-pages. The mobile apps let you take pictures of receipts, handwritten notes, advertisements and more.
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This post is the second in a series on tutoring software  that can be useful for tutoring companies. In today’s post we’ll introduce a file sharing system that can be extremely helpful for sharing documents with your employees and allowing you to access important files from anywhere.

The Concept:

Dropbox is a simple system that keeps files in sync between all of your computers and smartphones so that you can access them from anywhere.

Description:

Dropbox is a simple product that can make sharing and accessing documents extremely easy. To start using Dropbox you download the Dropbox software from their website and install it on your computer. A folder appears on your computer with the Dropbox icon. Any files you want to be able to access from other computers are put in this folder. Dropbox then syncs these files to their server so that you can access them from other computers with the Dropbox software.
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Now more than ever it’s easier for small businesses to compete with large companies due to the availability of a wide range of software tools designed for small businesses. These tools are available to help manage almost any task that a small business might need to take on – and best of all, they are low-cost and in some cases free. In our blog post  “Taking Your Tutoring Business from Good to Great” one of the principles Jim Collins says makes some companies great is their ability to use technology as a growth accelerator.  This post is the first in a series that will look at a variety of software tools that can help your tutoring company be more productive and profitable.
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Tutoring companies are often quite decentralized in their operations. They may have multiple tutoring center locations and they often have tutors that teach in students’ homes, at schools or in libraries. It’s for this reason that it’s important that their tutoring software can be accessed easily from any location. When we first launched TutorPanel we chose to make it a web-based system since this would allow users to log in from anywhere with a web-enabled computer — whether at home, the office or a library. This makes it possible for employees to log in at a tutoring center or from their homes so that they can check their schedules or reconcile tutoring sessions conveniently. It also makes it possible for customers to be able to access their TutorPanel accounts from their homes without having to install any software on their computers.

We’re proud to announce that TutorPanel is now even easier to access. We’ve launched a mobile site called TutorPanel Mobile that allows administrators and tutors to access key areas of their TutorPanel accounts from their smartphones.

TutorPanel Mobile is a browser-based mobile site that uses a layout optimized for the smaller screens on smartphones to make navigation easier.   It can be used on all major smartphones including iPhone, BlackBerry and Android devices.  The areas that can be accessed using TutorPanel Mobile are the ones that are most frequently accessed on the TutorPanel site. This includes student and parent contact information, calendars and lesson details, reconciling lessons, and for admins account balances and past transactions.

Over time we’ll add additional features to TutorPanel Mobile to make it even better. If you have any suggestions that you’d like to see implemented please let us know by contacting us here.

“Good to Great” is an well-known, business book written by author Jim Collins that looks at the factors that allow some companies to make the transition from average to great while other companies don’t.   As the owner of a tutoring business I’m sure you’re interested in finding out how you can take your tutoring company from good to great and hopefully this article will provide you with some useful insights that you can apply to your tutoring business. In his research Collins identified seven areas that separated the great companies from the ones that remained average. Let’s take a look at each of these areas and see how you can apply them to take your tutoring business to the next level.

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We’ve made some more improvements and bug fixes in October. One of the more notable new features is the ability to export payments and invoices to Quickbooks. This is a feature that a lot of businesses have been requesting so we’re happy to have completed this.  Read this article in the Knowledge Center to get started: Exporting from TutorPanel to Quickbooks

Below are the features and bug fixes for the month. You can get updates in real-time by following us on Twitter here: http://twitter.com/tutorpanel

  • Changed the wording on invoices to display “Scheduled” instead of “Unreconciled” for future lessons to make more sense to invoice recipients.
  • Added validation to “Add Lesson” form to notify the user if the start date entered is later than the end date.
  • Individual teacher hours page was not working when a new date range was entered on that page – this has been fixed.
  • Information pop-ups are now displaying correctly in Internet Explorer when hovering the cursor over the “i” icons.
  • When including the starting balance on an invoice, but not payments the starting balance was also not including payments. This issue has been fixed.
  • The “Edit” link has been hidden on the calendar event pop-ups for reconciled lessons so that previously reconciled lessons cannot be edited.
  • Lesson reminders were being sent for cancelled tutoring sessions – this has been fixed.
  • Added a “Teacher Timesheet” to the reports tab for displaying teacher hours and wages broken down by date.
  • Student table now displays parent phone and email address if no email or phone is entered on student’s profile.
  • It’s now possible to set a default tutor for a student. This makes it possible for a tutor to add lessons to the calendar for that student (if permissions granted) without the admin having to set up the initial schedule.
  • Tutors with permission to add lessons can only add lessons for their own students now.
  • When editing a series of events a confirmation window now appears to inform the user the effects of editing a series of events and requires a confirmation to continue.
  • “Invoice Sent” confirmation was displaying for invoices created for users without email addresses. The confirmation message now displays that the email was not sent and the reaosn.
  • Automatically generated invoices now include future unreconciled lessons when selected.
  • It’s now possible to add general events to the calendar for non-tutoring events and blocking of unavailable times.
  • It’s now possible to add custom fields to student profiles to record additional information.
  • Added an option to include “prior unreconciled lessons” in the starting balance for regular and automatically generated invoies.
  • Invoice font is now darker to make printed invoices more readable.
  • When clicking a time slot on the calendar to add a lesson, the date field was being set to the incorrect date. This has been fixed.
  • Student and teacher lists pages where adding lessons to the calendar are now in alphabetical order by last name for easier viewing.
  • Added the ability to export invoices and payments to Quickbooks.
  • Lesson fees on invoices are now listed in ascending order for both date and time so that events on the same day appear in order of time.
  • Added table to display lessons that have been reconciled but not invoiced or not paid.
  • Added a table that displays tutoring sessions that have been invoiced and paid by the cutomer and are ready to have the wage paid to the tutor. Check the lessons that you want to pay the tutor for and submit the form to record a payment and mark the lesson wages as having been paid.