Key Concepts

Sessions and events

A session (or class, or event) is the core unit of scheduling. Each session has a start and end time, one or more linked clients, an optional staff assignment, and a status.

Sessions can be one-off or recurring (daily, weekly, monthly, or custom patterns).

Statuses and workflows

Every session, invoice, and client has a status - a label like "Scheduled", "Completed", or "Cancelled". You define your own statuses and arrange them into a workflow with transitions between them.

Transitions can fire automatically (on a schedule) or manually (by clicking a button). Each transition can have conditions (e.g. "only if amount > 0") and actions (e.g. "send an email", "create an invoice").

See Workflows & Statuses for the full reference.

Clients

A client is a person or household that receives tutoring. Clients are linked to sessions and invoices. You can add unlimited custom fields to capture any information specific to your business.

Staff vs. Collaborators

	Staff	Collaborators
Who they are	Tutors or instructors you employ	Business partners or assistants
Access	Staff portal (own schedule + payroll only)	Full workspace access (with permission limits)
Permission model	Set by owner	view / moderator / admin per resource
Payroll	Yes - hourly, per-session, or commission	No

Booking requests

A booking request is an inbound session request from a prospective client via a public booking page. You review and approve or reject requests; approved requests create a session automatically.