Daily running

Once the website is set up, running it takes a few minutes a day. This chapter is the routine for the office and for instructors, and a quick reference of where everything lives.

Features marked (Pro) need a Pro or Agency licence.

Signing in

• Go to your website's address followed by /wp-admin (for example yourschool.co.uk/wp-admin), or click Staff sign-in at the very bottom of any page.
• Sign in with your own username and password. Please don't share accounts: the website records who did what, and each person should only see what their job needs. Some learners are 17, so this matters.
• Forgotten your password? Click Lost your password? on the sign-in page. After 5 wrong passwords, sign-in pauses for 15 minutes.

See Staff and sign-in.

Your daily start: the Today screen

After signing in you go straight to Driving school → Today. It shows the date and your opening hours, and four boxes:

• Today's lessons, by instructor, in time order, with each pickup. Today in the diary → opens the day view.
• Lesson requests to confirm, with Confirm and Decline links.
• Driving tests coming up in the next two weeks, with All test dates →.
• New enquiries and messages, including "do you cover my postcode?", with All messages →.

The red badges

The numbers in small circles on the left-hand menu show how many things are waiting. The number next to Driving school and Lessons is the lesson requests to confirm.

The office: every day

1. Open Today.
2. Confirm or decline each request. Online bookings hold the time until you do, so do this first. See Lessons and the diary.
3. Answer enquiries and messages. See Messages, enquiries and theory resources.
4. Book phone and walk-in lessons with Add lesson.
5. Check yesterday's lessons in the Diary or Lessons → Past: each should be marked Taught or Didn't turn up. Chase any instructor who hasn't written their note.
6. If you take payments, check Payments for anything Waiting or To decide.

Reminders the day before go out by themselves from about 8am.

Instructors: after each lesson

1. Open the lesson from My diary, Diary or Lessons.
2. Write the Note for the learner: what went well and what's next.
3. (Pro) Score the skills you worked on.
4. Click Save the note and progress, then Taught (or Didn't turn up).
5. Keep My hours up to date with holidays and blocked times, so online booking never offers a time you can't teach.

See Instructors.

Every week

• Look at Test dates: who has a test coming up, whose theory pass runs out before the test, and record results with Passed or Not passed.
• When someone passes and agrees, make a pass story. See Test dates and pass stories.
• (Pro) Look at learners' Block hours left in the Learners list and suggest a top-up to anyone running low.
• Check the Diary for the coming week, and add any Closed days under Settings → Opening hours.

Every few months

• Go through Learners → Due for review and delete the records there's no reason to keep. See Learners and parents.
• Check Messages → Due for review.
• Update your prices under Lesson types and Packages, and your instructors' profiles.
• Check for updates and backups. See Backups and updates.

Where everything is

For every setting, see Settings. If something isn't working, see Troubleshooting and support.