Contents · Driving manual

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Lessons and the diary: the office's side

How the office confirms or declines online requests, books phone and in-person lessons, moves and cancels lessons, marks them taught, writes the lesson note, and uses the day, week and month diary.

On this page

Every lesson, whether a learner booked it online or you booked it by phone, lives under Driving school → Lessons and in the Diary. This chapter covers what the office does with them: confirm requests, book lessons yourself, move or cancel them, and mark them taught afterwards. Instructors see the same screens, but only their own lessons (see Instructors).

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

The lessons list

Go to Driving school → Lessons. The number in a circle next to Lessons in the menu is how many requests are waiting.

The Lessons list with five lessons, each showing the learner and their contact details, the date and time, the lesson and pickup, the instructor and the status, with Confirm and Decline links on Amira Khan's request
  • Along the top: To confirm, Upcoming, Today, Past and All.
  • The filters let you choose a status (To confirm, Confirmed, Taught, Didn't turn up, Declined, Cancelled, Waiting for payment), a period and an instructor.
  • Each row shows the learner (with First lesson or Under 18 labels), their mobile and email, when, the lesson and pickup (with "booked online" or "added by the office"), the instructor and the status, with quick actions such as Confirm · Decline or Cancel lesson.

How to confirm or decline a request

Online bookings wait for you unless you've switched on Confirm online bookings straight away (see Settings). The time is held meanwhile.

  1. Go to Driving school → Lessons → To confirm (or use Lesson requests to confirm on the Today screen).

    The To confirm view of the Lessons list, with one request from Amira Khan for a 1.5-hour manual lesson on Friday 9 October at 2pm with Daniel Mensah

  2. Click the learner's name to open the lesson and check the details: the pickup, the drop-off, the learner's age, the parent's contact, the licence and test line and the note for the instructor.

    The lesson screen for Amira Khan's request, listing the lesson, when, instructor, pickup at Central College, drop-off, learner (under 18), mobile, email, parent or guardian Sana Khan, licence and tests, and the Status box on the right with Confirm and Decline

  3. In the Status box, type a Note to the learner if you like (it goes in the email).

  4. Click Confirm. The learner gets a confirmation with a calendar invite, and the instructor is told. Or click Decline: the learner is emailed to choose another time.

The Status box for a request, showing To confirm, a Note to the learner box and the Confirm and Decline buttons

The lesson screen

The Lesson box has everything the instructor needs, plus:

  • Learner record: a link to the learner's record.
  • Office notes: only staff see these. Click Save under them. Never write a licence number here.
  • Paid online and Block hours (Pro) lines when they apply.

How to change a lesson's status

The Status box offers only the changes that make sense for the lesson:

The lesson isYou can
To confirmConfirm or Decline
Confirmed, still to comeCancel lesson
Confirmed, start time passedTaught, Didn't turn up or Cancel
Waiting for paymentPaid in person (records it as paid and confirms it) or Cancel
TaughtNot taught after all
Didn't turn upThey came after all
DeclinedConfirm after all
CancelledReinstate
The Status box for a confirmed lesson that is still to come, with a Cancel lesson button

Before declining or cancelling, the website asks you to make sure, because it emails the learner (and their parent, if under 18) and the instructor.

How to move a lesson or change the instructor

  1. Open the lesson.
  2. In Move or change, choose the new Date, Time or Instructor.
  3. Leave If it's confirmed, email the learner and instructor the new time (with a calendar invite) ticked to tell them.
  4. Click Save the change.
The Move or change box, with Date, Time and Instructor fields, a tick box to email the learner and instructor the new time, and a Save the change button

The website refuses a time when the instructor is busy.

After the lesson: the note and progress

After each lesson the instructor (or the office) opens it and fills in After the lesson: note and progress:

  1. Note for the learner: what went well and what's next. The learner sees it in their learner account (Pro). It's never emailed, and a parent or guardian doesn't see it.
  2. Progress (Pro): score each skill from 1 · introduced to 5 · independent, or leave it at — not started. The heading shows the learner's readiness, the average over your syllabus.
  3. Click Save the note and progress.
  4. In the Status box, click Taught (or Didn't turn up).
The After the lesson box, with a Note for the learner, the Progress heading showing readiness 78% and a score list for each skill from Cockpit checks to Independent driving (sat nav)

The skills are your own syllabus, under Settings → Learners. See Settings.

How to book a lesson by phone or in person

  1. Go to Driving school → Add lesson (or click Add lesson or + Add in the diary).
  2. Under The lesson, choose the Lesson type, Instructor, Gearbox, Date, Time and Status (Confirmed or To confirm), and type the Pickup address and Pickup postcode.
  3. Under Learner, choose A learner you know and pick them, or A new learner (fill in below) and type their Learner's full name, Date of birth, Email and Mobile. For under-18s, fill in the Parent or guardian, Their email and Their phone.
  4. Add Office notes if you like.
  5. Tick Email the learner the details (with a calendar invite when confirmed) to send the confirmation.
  6. Click Add the lesson.
The Add lesson form, with The lesson section (lesson type, instructor, gearbox, date, time, status, pickup address and postcode) and the Learner section (a learner you know or a new learner, parent or guardian, office notes and the Email the learner tick box)

The diary

Driving school → Diary shows your lessons as a calendar.

  • Day has a column for each instructor.
  • Week and Month show every lesson by day.
  • ← Previous, Today and Next → move through the dates, and Go to date jumps to one.
  • Instructor shows one instructor or Every instructor; click Show.
  • Click a lesson to open it, or + Add to book into a gap.
The Day view of the diary for Tuesday 13 October 2026, with a column for each of the five instructors and two lessons in Daniel Mensah's column, at 9am and 1:30pm

The colours are explained along the top: Confirmed, To confirm, Waiting for payment, Taught, Travel time, Driving test and Away or closed.

  • Travel time (Pro) between lessons in different areas shows as a striped block. Set it under Settings → Lessons → Travel between areas.
  • Driving tests show in the learner's instructor's column.
  • Days away and closed days are shaded.
The Week view of the diary for 5 to 11 October 2026, with Demo learner 3 on Thursday at 11am and Amira Khan on Friday at 2pm, both with Daniel Mensah in West Bridgford
The Month view of the diary for October 2026, with lessons on the days they fall

Booking groups

When a learner books several lessons at once, the set is kept together under Driving school → Booking groups: each group has one reference, one email and one payment. Every lesson in it is also in the diary and the lessons list as usual. You can filter groups by status (Waiting for payment, To confirm, Confirmed, Partly cancelled, Completed, Cancelled) and search them.

The Booking groups screen, explaining that bookings made together have one reference, one email and one payment, with a status filter and the message "No bookings made together yet."

Reminders

The day before each confirmed lesson, from about 8am, the learner (and the parent of an under-18) gets a reminder with the pickup. Each lesson is reminded once. Switch reminders on or off under Settings → Email → Reminder the day before.