Leads & Signups

Auto-Update Engine Live

Manager Console

Supervise your team — permissions, account status, attendance & audit.

When	Manager	Employee	Action	Reason

	Actions	Timestamp	Email	Name	Phone	Program	Program Tag	Source	Lead Status	Login	Department	Assigned To	Tags

Timestamp	Email	Name	Event	Card#	Idiom	SessionID	Progress%	Device Type	Admin Actions

Timestamp	Email	Full Name	IP Address	Device	Browser	OS	Country	Activity	Access Status	Login Time	DB ID	Admin Notes

Employee Directory

Departments

EMP ID	Timestamp	Full Name	Email	Role	Department	Account Status	Access Status	Login Status	Assigned Leads	Manager	Country	Device	IP Address	Browser	Last Login	Assign %	Lead Visibility	Admin Notes	Admin Actions	View Access

Dashboard

Teachers

Classes

Schedule

Messages

Teacher's Materials New

Remote Screen Monitor

Screenshots

Clock History

Reports

Payroll & Payouts New

Teacher

Monitor and manage your teaching platform.

May 20, 2025

Total Teachers

18

2 this month

Total Classes

124

8 this month

Live Classes

12

Live Now

Upcoming Classes

8

Next 7 Days

Live Classes Right Now

View All

LIVE

Medical English for CNAs

Intermediate

Teacher: Sarah Johnson

Started: 10:15 AM

Students: 18 / 25

Platform Overview

Total Users

350

Teachers18

Students298

Admins12

Others22

Quick Actions

Add Teacher

Create Class

Add Assignment

View Schedule

Reports

System Settings

Remote Screen Monitor

View All

No captures yet

Recent Screenshots

View All

Sarah Johnson

May 20, 2025 • 10:15 AM

Michael Brown

May 20, 2025 • 10:12 AM

Emily Davis

May 20, 2025 • 10:08 AM

Daniel Wilson

May 20, 2025 • 10:05 AM

Sophia Martinez

May 20, 2025 • 10:02 AM

Login Audits

View All

User	Action	IP Address	Device / Location	Time
Sarah Johnson	Login	192.168.1.101	Windows 11 / New York, USA	10:15 AM
Michael Brown	Login	192.168.1.102	MacOS / London, UK	10:12 AM
Emily Davis	Logout	192.168.1.103	Windows 10 / Toronto, CA	10:11 AM
Daniel Wilson	Login	192.168.1.104	MacOS / Sydney, AU	10:05 AM
Sophia Martinez	Login	192.168.1.105	Windows 11 / Dubai, UAE	10:02 AM

Total Logins

134

Total Logouts

32

Failed Attempts

5

Active Sessions

12

Teachers

Manage active teachers, their schedules and pay rates.

Active Teachers

24

Scheduled Today

18

Outstanding Invites 0

Teachers with a live setup link who haven't finished onboarding yet. Cancel a link to stop it working immediately.

Email	Issued	Time Remaining

Full Name	Email Address	Phone Number	Position	Assigned Schedule	Hours Worked	Status	Actions

Classes

Dashboard › Classes

Total Classes

Active Classes

Upcoming Classes

Completed Classes

All Classes

Class Name	Program / Level	Teacher	Schedule	Frequency	Students	Status	Actions

Edit Class

Class Name *

Program / Subject

Level

Class Cover Optional thumbnail

Upload Cover

Any image, any size — it'll be cropped to fit.

Class Type

Initial Class Date

Start Time

End Time

Frequency

Schedule Days e.g. Mon, Wed, Fri

Freq Start Date

Freq End Date leave blank = unlimited

Zoom Meeting Link

Host Passcode Shown to assigned teachers only

Lead Teachers Names separated by commas

Assistant Teachers Names separated by commas

Location

Status

Assign Students Select students who will join this class

Topics Topics and learning objectives for this class

Schedules

View your class schedule and upcoming sessions.

This Week

Total Classes

Total Teaching Hours

Next Class

—

No upcoming class

Today

Classes

Mon

—

Tue

—

Wed

—

Thu

—

Fri

—

Sat

—

Sun

—

8:00 AM

9:00 AM

10:00 AM

11:00 AM

12:00 PM

1:00 PM

2:00 PM

3:00 PM

4:00 PM

5:00 PM

Upcoming Classes

Schedule Summary

Total Classes This Week 0

Total Teaching Hours 0h

Average Class Duration —

Teachers Scheduled 0

Busiest Day —

◷

Teacher's Materials

Create, manage and assign materials to your classes.

📁

Total Materials

All time

📖

Assigned Materials

0% of total

📥

Total Downloads

All time

📄

Drafts

0% of total

All Materials

My Materials

Assigned Materials

Drafts

Material Name	Class	Type	Assigned To	Uploaded On	Downloads	Status	Actions

Upload Material

Assign to Classes

Assign to Teachers

Review & Summary

Publish

Upload Material

Add basic details and upload the document.

1 of 5

Material Name *

Description (Optional)

Topic (Optional)

Material Type *

Upload File (Optional)

⬆️

Choose a file

Click to browse

We store the file name & size as a reference (no upload of the binary).

Assign to Classes

Select one or multiple classes to assign this material to.

2 of 5

Assign to Teachers

Select one or multiple teachers to give access to this material.

3 of 5

Review & Summary

Please review all details before publishing this material.

4 of 5

Publish Confirmation

Material saved successfully.

5 of 5

Incoming call

Wants to connect

Total Monitored

All teachers tracked

Online

Active in last 6 min

Idle

6–30 min since capture

Offline

No capture in 30+ min

Workers

All (0)

Online (0)

Idle (0)

Offline (0)

Unmatched (0)

Worker	Status	Current Screen	App / URL (not tracked)	Session Duration (not tracked)	Last Active	Actions

Login Audits

Teacher portal sign-in history.

Time	Email	Event	IP
Loading…

Clock History

All teacher clock-in / clock-out sessions.

From To

Teacher	Email	Date	Clock In	Clock Out	Duration	Status
Loading…

Payroll & Payouts

Track hours, approve payouts, manage pay configuration.

Loading pay cycle…

Pending Teacher Payouts

Teacher	Period	Hours	Amount	Pay Date	Current	Status

Teacher	Period	Actual	Approved	Amount	Pay Date	Status	Actions
Loading…

Teacher Email	Sessions	Actual Hours	Scheduled Hours
Select a date range and click View

Payment & Commissions

From

$0.00

Gross Revenue

$0.00

Total Payroll Out

$0.00

Total Expenses

$0.00

Net Income

Business Expenses

Pending Payouts

Date	Invoice	Client	Assigned Agent	Method	Status	Amount	Commission	Actions

0Clocked In

0Out

0No Schedule

Live Agent Monitor

Working Schedules

Agent	Working Days	Hours	Duration	Notes	Actions

Clock-In / Clock-Out History

Agent	Date	Clock In	Clock Out	Duration	Status	Actions

Ticket #	Created	Subject	Requester	Type	Department	Priority	Status	Assigned	Last Update	Actions

KPI Dashboard

Real-time overview of your school operations

No dataAwaiting connected spreadsheet

Active Students (7d)

No prior data

Total Check-ins (7d)

No prior data

Churn Risk (Zero Activity)

No prior data

Revenue Leaks (Canceled+Attend)

No prior data

Top 5 Classes (7d)

#	Class Name	Students	Check-ins	Attendance Rate
No class check-ins yet.

Revenue Leaks (Overdue+Attend)

$0.00

No prior data

Pending in Queue

$0.00

No prior data

KPI Overview (Last 7 Days)

No data yet. Connect a spreadsheet to populate this chart.

Check-ins by Day (7d)

No check-ins yet.

Churn Risk Trend (Zero Activity)

No data yet.

Recent Alerts

No alerts yet.

No spreadsheet connected

Connect a Google Sheet in Settings to populate your dashboard.

Google Sheets ConnectorNot Connected

Check-In Rules

Customize how students check in. These rules drive the live check-in form and are saved to your database.

Business & Access Window

Business Name

Timezone

IANA name, e.g. America/New_York. Controls when the class door opens.

Early Access Window (minutes)

How many minutes before class start the door opens.

Name/Email Match Strictness (%)

Both email AND name must be at least this similar to a registered student.

Payment & Access Rules

Hard Block at (days left ≤)

Students with this many days left (or fewer) are blocked. Use negatives for overdue, e.g. -2.

Due-Soon Low

Due-Soon High

Students whose days-left fall in this range see a warning gate but can still continue.

Risky Statuses (always blocked)

Comma-separated membership statuses that are always hard-blocked.

Status Tiers & Support

Comma-separated membership statuses for each access tier. Valid = full access. Soft = notice + acknowledge to continue. Hard = account deactivated (no access).

Valid Statuses (full access)

Soft-Block Statuses (notice + continue)

Hard-Block Statuses (deactivated)

CS Phone (soft block)

Zoom Support URL (soft block)

WhatsApp URL (hard block)

External Check-In Site URL

The student check-in form is hosted here. This URL is the only origin allowed to call the public check-in API (CORS).

Public API Bearer Token

The external check-in site must send Authorization: Bearer <token> on every call to the four public endpoints. Rotating immediately invalidates the old token.

API base URL: —

Overdue Payment Methods

Shown to overdue students. The student's own ledger payment method is highlighted; the rest appear as alternatives. Key should match the ledger value (e.g. stripe, zelle).

Student-Facing Messages

Hard Block Message (deactivated)

Soft Block Message

Overdue Message

No Live Class Message

Due-Soon Warning Message

Window Closed Message

No-Match Message

Check-In Level Labels

These names are recorded on each check-in (in place of L1/L2/L3) and shown across the dashboard. All labels are configurable.

Single-Level (Extra) Class Label

Used when a class is not a 3-level class.

Wellness Re-Contact Cooldown (days)

After "Contacted", a student stays in Archive this long, then auto-returns if still absent.

3-Level Academy Labels

Level 1, Level 2, Level 3 — in order.

Active-Bonus Class — Tag → Level Map

For special bonus classes, the level is decided automatically from the student's tag — the student does not choose.

Default Bonus Level (when no tag matches)

Class Schedules

The classes students can check in to, their time windows, and the per-level Zoom links released on a successful check-in.

Add Class

Class Name

Day of Week

This class has 3 levels

Start Time

End Time

Classes are usually about 3 hours.

Class Link (extra class)

Matching Rules

Class Type

Academy: in-roster + active status + days-left. Special/Beginner: also requires the tag below.

Program

Academy classes match by status + day. Tag classes also require the tag below.

Required Status

Leave blank to accept any valid status. Tag classes default to Active-Bonus.

Required Tag

Only students whose ledger Tag matches will be released into this class.

Active (visible to students)

Class	Day	Time	Levels	Status	Actions

Spreadsheet Connector

Connect your Google Spreadsheet and additional links used to send to leads or students.

Not Connected

Not connected yet

Google Spreadsheet (Primary Data Source)

Paste the Google Spreadsheet link that contains your live data.

Secure connection via Google Sheets API

Tab Mapping

Map each dashboard section to the correct Google Sheet tab.

Dashboard Section	Google Sheet Tab

Auto-suggested tabs are based on tab names. You can change them if needed.

Detected Sheet Tabs

Tabs found in your Google Spreadsheet.

Tab Name	Rows

Connection Status

Not Connected

Status Awaiting connection

Data Direction —

Last Synced Never

Sync Scope (Tabs) —

Next Sync —

Uptime —

Sync Frequency —

Extra Links (Used to send to leads or students)

Add additional links you want to use for communication, tools, forms, or resources. Always available — no spreadsheet connection required.

Label (Nickname)	Link URL	Description (Optional)	Actions

Attendance Log

Read-only record of every student check-in. The student check-in form now lives on your external site.

Raw Attendance Log

Import Attendance Records

Each row becomes one attendance check-in. Map your file's columns to the fields below. Dates may be DD/MM/YYYY or DD/MM/YYYY HH:MM:SS.

Column mapping

Preview

Date	Time	Contact_ID	Email	Name	Level	Class	Directory_Status

Monthly Attendance

Paying / active members from the Financial Ledger, matched to attendance. Hover a check for the exact class & session.

—

Roster (paying/active)

from ledger

Attended

this month

Total Check-Ins

all sessions

No Check-In

this month

Avg Days / Student

present days

Present (hover for class) Morning Evening

Loading monthly attendance…

Showing 0 of 0 students

Past months are kept permanently — use the arrows to browse history.

Legend: Checked in (hover = class & session) – No check-in

Wellness Check-Ins

Monitor student wellness and track urgent check-ins

Not connected

Total Check-ins (Today)

—

Urgent Check-ins (Today)

—

Avg Response Time

—

Notes Added (Today)

—

#	Timestamp	Contact_ID	Email	Name	Status	Action_Flag	Severity	Notes
No wellness check-ins yet. Connect a spreadsheet to populate.

Showing 0 of 0 entries

Rows per page:

Severity Legend: Urgent High Medium Low

Status Legend: Active Active-Bonus

Contacted students are hidden from the active list until the cooldown passes, then auto-return if still absent.

Contacted / Archived Wellness

Loading…

Reviews

Manage and monitor teacher reviews and approvals

Not connected

Total Reviews

—

Approved

—

Pending

—

Returned

—

Rejected

—

#	Date	Time	Contact_ID	Email	Name	Phone	Level	Assigned Class	Directory_Status	Reason	Assignment Status	Reviewer	Action
No reviews yet. Connect a spreadsheet to populate.

Showing 0 of 0 entries

...

Rows per page:

Assignment Status Legend: Approved Pending Returned Rejected

Directory Status Legend: Active Active-Promo Active-Bonus Active-Free

Intake

Track and manage all new student inquiries and intakes

Not connected

Total Intakes (Today)

—

New Today

—

Avg Response Time

—

Emails Sent (Today)

—

#	Date (DD/MMYYYY)	Time (HH:MM)	Day (e.g. Monday)	Contact_ID	Name	Level
No intake records yet. Connect a spreadsheet to populate.

Showing 0 of 0 entries

Rows per page:

Billing

Monitor overdue balances, payments, and invoice status

Not connected

Total Accounts

—

Overdue Accounts

—

Overdue Amount

$0.00

—

Due This Week

—

Paid This Month

—

	Timestamp	Contact_ID	Email	Name	Status	Action_Flag	Severity	Notes	Amount
No billing records yet. Connect a spreadsheet to populate.

Showing 0 of 0 entries

Rows per page:

Status Legend: Active Active-Bonus Churned Inactive

Action Flag Legend: OVERDUE

Severity Legend: HIGH PRIORITY MEDIUM PRIORITY LOW PRIORITY REVIEW ACCESS

History

Audit trail of attendance events, reviews, imports, and backups

Not connected

Total Errors (Today)

—

Critical Errors

—

Warnings

—

Info

—

Last Occurred

—

#	Timestamp	Contact_ID		Error Message	Stack Trace	Source
No error logs. Connect a spreadsheet to populate.

Showing 0 of 0 entries

Rows per page:

Severity Legend: Error Warning Info

Backup

View and manage system backup records

Not connected

Total Backups

—

Successful

—

Failed

—

Last Backup

—

Next Scheduled

—

#	Date (DD/MM/YYYY)	Time (HH:MM)	Contact_ID	Email	Name	Level	Class	Directory_Status	Backup Status	Backup Type	Size	Actions
No backups yet. Connect a spreadsheet to populate.

Showing 0 of 0 entries

Rows per page:

Backup Status Legend: Success Failed

Backup Type Legend: Full Backup Incremental

Total Transfers

Priority

Sort

Priority	Item	From → To	Reason / Note	By	Date / Time

Manager Console

Teacher

18

124

12

8

Live Classes Right Now

Medical English for CNAs

Platform Overview

350

Quick Actions

Remote Screen Monitor

Recent Screenshots

Sarah Johnson

Michael Brown

Emily Davis

Daniel Wilson

Sophia Martinez

Login Audits

134

32

5

12

Teachers

24

18

Classes

Create Class

1 Class Information

2 Class Time

3 Occurrence Frequency

4 Class Topics

5 Assign Students

6 Select Teachers

7 Review & Publish

Edit Class

Schedules

Upcoming Classes

Schedule Summary

Create Schedule

Teacher's Materials

Material Details

Upload Material

Assign to Classes

Assign to Teachers

Review & Summary

Publish Confirmation

Messages

Workers

Screenshots

Login Audits

Clock History

Payroll & Payouts

Payroll Configuration

Generate Payouts for Period

Recurring Pay Schedule

New Pay Period

Record Teacher Payout

Teacher Profile

Sarah Johnson

Reset Portal Password

Update Pay Rate

Account Change History

Add Teacher

Edit Teacher Details

Assign Schedule & Resources

Business Expenses

Group Chats

One-on-One Chats

Full Message History

Assign Schedule

Clock In Agent

Add New User

Lead Visibility — Selected Employees

Edit Pay Settings

Create New Department

Channels

Connect WhatsApp

Connect Facebook Messenger

Connect SMS (Twilio)