Dojo Tron: what you are looking at

A coach's one-page guide. Jungle Gym Martial Arts.

NOT FINISHED YET. This is a test copy. Names, screens and colors can still change, and some of what you see is made-up practice information. Do not treat anything on it as the real roster yet.

The color on the left edge of a lead

Every lead has a colored stripe down its left side. The color tells you where that person is with us and what you do next. Nothing else.

Color	Where they are	What you do
Red	Nobody has called them yet, OR they missed their trial class.	Call right now.
Orange	Someone called or texted. Nothing is booked.	Call again.
Yellow	A class is booked, but no person has spoken to them since.	Call to confirm.
Teal	Booked and confirmed by a person.	Nothing until the day.
Purple	Their trial class is today.	Make sure they walk in.
Green	They came to class and have not signed up.	Close them.
Blue	They joined. They are a student now.	Nothing.
Grey	They said not now and gave a date.	Nothing until that day.
Pale grey	Done. They are not coming.	Nothing.

Red means pick up the phone, every time. Two kinds of lead are red, nobody called them and they missed their class, because you do the same thing with both. The words under the name say which one it is. For how long they have been waiting, read the date in those words.

Today

The screen you open on. Your whole day in order, most urgent at the top. If Today is empty, you are done.

Trials todayComing in for a trial class today.

New leads to callNobody has called them yet.

Follow upCalled or texted, nothing booked.

Came to class and hasn't joinedThey showed up. Close them.

Trials tomorrow: text them tonightSo they remember.

Booked more than a day outOffer them today's class instead.

Didn't come to their trialBook them a new one.

Not now: time to check backThe date they gave you has come.

Booked, but the class can't happenSomething is wrong with the class. Fix it.

Renewals dueA student's term is ending.

Regulars who stopped comingSomeone who used to be here is gone. Call.

New students falling behindA new student is slipping. Call.

Wins to celebrateGood news. Say something to them.

On a student card, a red edge means the same thing it means on a lead: call them now. Only the two slipping-away sections get a color. Renewals and wins have a plain edge, so a color on this screen always means one thing.

Every screen

You may not see all of these. Each login only gets the screens that login is allowed to open, and anything with money on it is hidden unless you are allowed to see money. A screen missing from your phone is not broken.

Screen	What it holds
Today	Your day in order. Leads to call and students to check on, most urgent first.
Leads	Every person who asked about classes and is not a student yet. Search by name or phone number.
Messages	Anything Nina took while nobody was at the desk. Calls and texts that need a human.
Ready-made texts	Texts already written for you. Pick one, it fills in their name and details, you check it and send. It sends from your own phone, so they get it from you. English or Spanish picked automatically.
Referral tickets	Pat's referral contest. Who has the most tickets, who referred who, and Confirm or Double a referral. You can also add tickets by hand.
Marketing	The plan for what goes out and when: a board, a calendar by week, month and year, and every piece saved in one place. A planner only. It writes nothing and sends nothing.
Students	The whole roster. Belt, program, when they were last here. Tap a student to open them.
Related people	Parents, brothers and sisters. Who belongs to who.
Check-ins	Who came in, by program, with the time. Today plus the week before it. You can add one by hand if the tablet missed it.
After-school	The after-school pickup group.
Private lessons	One-on-one packages. Who has lessons left, the next seven days, a month calendar, and your own calendar link.
Camps	Camp sign-ups.
Renewals and billing	This month's bills, renewals, who is behind. It charges no cards and sends no bills. Payments get typed in after the money comes in somewhere else. Only a login allowed to see money sees any amount.
Numbers	How the school is doing: leads, trials, how many showed up, how many joined, where leads come from, students gained and lost. You can tap a number to see the actual people behind it.
Training	How to sell a membership, and a quiz on it. Six tabs: the stages of the sit-down talk, what parents usually say and how to handle it, schedule tips, the price steps, the five closes with the exact words, and what to do after they say yes. Mark each one as you go through it and the tile turns gold. Then take the nine-scenario quiz.
Settings	School setup. Owner only.

How it works on your phone

What	Means
Three buttons at the bottom	Today, Students, Messages. The three you need all day. Everything else is under More.
Phone symbol on a card	Tap it and it dials them. It only shows when we have a phone number saved. No symbol means no number on file.
Tap a card or a student row	Opens the rest of it: programs, notes, who to contact, and every button.
Tap the name itself	Goes straight to their page.
Green circle with a plus	Add a new lead, or a new student.
"Spanish" tag	Speak Spanish to this family.
"No coach" tag	Nobody owns this lead yet. Take it.

Again: this is not finished. You are looking at a test copy to tell us what is wrong with it. Say what is confusing and we will change it.