Instructor Pro Guide: Getting Started

Getting Started: Step-by-Step

  1. Add Areas
    • Navigate to the “Areas” tab and click “Add Area.”
    • Enter the areas where you offer lessons (e.g., a county name or postcode).
  2. Add Instructors
    • Go to the “Instructors” tab and click “Add Instructor.”
    • Fill out the form with the instructor’s details. If you’re the instructor, add yourself.
      • Fill out the Instructor Details
        • if you allow the instructor to log in they will be able to log in to a separate accountt in which they will be able to see their lessons and edit their own details, (including hours and availability)
      • Fill out the Specific Timesheet tab for the instructor; what their hours are.
      • Fill out the Holidays tab, if there any days which the instructor wont be working
      • Click Add Instructor
  3. Add Services
    • Go to the “Services” tab:
      • First, add a Category: Click on the “Add Category” button and fill out the form; Specify the type of lessons (e.g., driving lessons, classroom sessions, test day services).
      • Second, add a Service (lessons that students can book): Click on the “Add Service” button and fill out the form to create lessons that students can book via the portal. fill out all the forms: details, details about the lesson; Instructors, which instructors offer this lesson; Specific Time Sheet, (optional), fill this out if this lesson is only offered at certain times / days; Settings, edit settings regarding the specific lesson. some definitions are provided below:
        • Time Slot Length: This sets the intervals at which lessons can be booked. For example, if the lesson duration is 1 hour and the time slot length is 30 minutes, lessons can start every 30 minutes. such as 9:00 AM – 10:00 AM, 9:30 AM – 10:30 AM, 10:00 AM – 11:00 AM, and 10:30 AM – 11:30 AM… and so on (as per the time sheet of the instructor taking the lesson).
        • Buffer Time Before / After. The extra time an instructor needs before/after a lesson before being able to start a new one. take into account the time it could take to travel from one area to another, it is recommended to set the total amount of buffer before buffer after to equal 30 minutes to account for travel times, adjust these numbers as per your needs.
      • Third If you so choose you can add Packages: Click on the “Add Package” button; offer discounted bundles of multiple lessons for added incentive.
  4. Set Up Payments
    • Go to the “Settings” tab and configure your payment preferences to start accepting payments from students.
    • NOTE: You are accountable for providing any invoices/receipts and notices to your customers per government regulations towards your business, they will not be sent to customers through the default workflows.
  5. Adjust Account Settings
    • Review all settings to ensure they align with your business needs and goals.
  6. Share Your Booking Page
    • Once set up, share your booking page link or embed it into your website for seamless integration.

Additional Things to Know

  • Access Billing and Upgrade Plans: Click the top-right dropdown menu.
  • View Your Profile: Click the top-right dropdown menu.
  • Share or Embed Booking Page: Use the top-right dropdown menu to access sharing options.
  • Log Out: Available in the top-right dropdown menu.

By completing these steps, you’re ready to start using Instructor Pro to manage your business and accept bookings. If you need additional help, don’t hesitate to reach out to our support team.