Trial lessons: booking, report and enrolling

Booking: on the lead's page choose Schedule a trial, pick the teacher, date, time, length, and a room or meeting link. The lead gets an email with the time and how to join; the teacher is told and the trial appears in their schedule and calendar. Moving or cancelling sends an update. Trials never take anything from a balance.

After the lesson: the teacher opens the trial (from Today, the schedule or the notification) and fills in After the lesson: did the person come, the level, a recommended course or group and a comment. The lead moves to Trial done and an alert reminds the manager to follow up.

Enrolling: choose Make a student. The student form opens with the lead's details filled in; save it and the lead becomes Student, linked to the new profile with its trial history. Then add the student to a group and record the first payment from their page.