Illustrative example

A tutoring tracker, step by step

This is a worked example, not a customer testimonial or a report of measured results.

Describe what you want to track

“Track students with their name and parent contact. Track sessions with the student, date, topic, duration, and payment status.”

Review the suggested sections and fields, then create the tracker and follow the connection guide for your assistant.

Log a session

“Log Jamie R.'s session today: quadratics, 90 minutes, payment pending.”

Ask your assistant to show what it saved. If two students share a name, use a clear identifier and ask it to confirm the right student before making a change.

Find what needs follow-up

“Which sessions this month are still unpaid?”

Check the returned dates and amounts against your entries before contacting a parent or sending an invoice. Recording a payment status does not send an invoice or collect a payment.

Keep it simple

• Start with the details you actually need.
• Be specific about names, dates, and payment amounts.
• Confirm entries after saving or changing them.
• Export a CSV whenever you need your own copy.