In every plan
The CRM for driving instructors and tutors
Your students, their lessons on a calendar, regular weekly lessons that repeat, a reminder before each one so fewer are missed, and an invoice at the end of the month: for driving instructors and private tutors.
A diary of lessons that fills itself with your regulars
Put each student’s lesson on the calendar with where it starts. A regular weekly lesson repeats on its own, so you only deal with the changes. Students are reminded two days before and on the morning by email, and by text on Growth and above, so fewer lessons are missed. If you work with other instructors or tutors, each sees their own day.
Notes go on the student’s record: what the last lesson covered, what to practise and anything the parent or guardian should know.
- A diary with where each lesson starts
- Regular lessons that repeat
- Reminders by email and text
- Notes on each student
A price list for lessons, and the qualifications and insurance you must keep up
The starter price list has driving lessons of one and two hours, a mock test, a refresher or motorway lesson, and tutoring sessions of an hour and ninety minutes and an exam preparation session, each with a checklist. Keep each instructor’s badge, DBS check and safeguarding training with an expiry reminder, your car and professional insurance certificates, and the risk assessments for giving lessons and for tutoring, which your instructors see on the lesson.
Invoice a student or a parent at the end of the month, and take payment online. Sales Base keeps your records and reminders. It does not replace the rules that apply to your teaching, and the starter assessments and checklists are examples to read and edit.
- Starter services with checklists
- Badges and checks with expiry reminders
- Insurance certificates in one place
- Invoices and online payment
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
Works well with
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.