Data & Tools

Dashboard

• DB01. Dashboard - Current Statistics
• DB02. Dashboard - Comparisons

Exports

• EX01. Data Export

Reports

• RP01. Report Suite - Default TutorFirst Reports
• RP02. Custom Reports
• RP03. Grouping & Sorting in Custom Reports
• RP05. Annual Payroll Report using Custom Reports
• RP06. Time by Instructional Focus Report using Custom Reports
• RP07. Pay Period Session Reimbursement using Custom Reports

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WebForms

• WF01. Webforms
• WF02. Create a Staff Application Webform
• WF03. Uploading Documents via Webform
• WF04. Drop-Down Menus in Webforms
• WF05. Address Fields in Webforms
• WF06. Verify an Email Address in a Webform

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Your Bills From TutorFirst

• OB01. Estimate Your Next TutorFirst Bill
• OB02. Manage Your TutorFirst Payment Methods
• OB03. Active Students For Billing & TutorFirst Billing Tiers
• OB04. Download or Print your Bills from TutorFirst

MailChimp Integration

• MC01. Mailchimp Integration Overview
• MC02. MailChimp - Student Record Triggers
• MC03. MailChimp - Parent/Customer Triggers
• MC04. MailChimp - Staff Triggers

Messages, Announcements, Alerts & Tasks

• HP01. Messaging in TutorFirst
• HP02. Announcements in TutorFirst
• HP04. Creating Tasks
• HP05. Completing, Closing or Deleting Tasks
• HP07. Copy Yourself on All TutorFirst Emails (Email Archive)

Online Meeting Integration (Lessonspace or Pencil Spaces)

• PS01 Pencil Spaces White Board & Virtual Classroom
• PS02. Link Pencil Spaces Whiteboard with TutorFirst
• LP01. Lessonspace Whiteboard & Virtual Classroom
• LP02. Link Lessonspace Whiteboard with TutorFirst
• OM01. Working with Lessonspace & Pencil Spaces or Switching online meeting platforms
• OM02. (LP04) Update Reminder Email Templates for Lessonspace & Pencil Spaces Whiteboard Links

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SMS Messaging from TutorFirst

• SMS01. Text Messaging Overview
• SMS02. Set up a Record for SMS
• SMS03. Send an SMS Text Message
• SMS04. Text Messaging Templates
• SMS05. SMS Verification Status in Custom Reports
• SMS06. Bulk Text Message

Document Library

• DL01. Creating & Editing Categories for your Document Library
• DL02. Adding Documents or Links to the Document Library
• DL03. Downloading from the Document Library

Documents in Records

• DR01. Adding Notes & Documents in Staff, Parent & Student Records
• DR02. Trouble Shooting Uploading Documents

Other Tools

• OT01. Last Items Visited
• OT02. Online Meeting Space (Sending meeting Links with Session Reminders)
• OT03. TutorFirst API
• OT04. Identify and manage duplicate records
• OT05. Google Places - Address Finder Tool
• OT06. Audit Auto-Notes for Student Changes

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