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Student Management
Customer Care
3. App - Filtering your Care List
Rob Darwin
Modified on: Tue, 31 Jan, 2023 at 2:40 AM
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View Students Un-assigned from a Primary Coach
Risk Score Legend & New Member Option
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Coach - Viewing and Editing Customer Care List Interactions
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Coach - Editing Details and Taking Actions in the Customer Care List
Coach - Updating the Risk Score in the Customer Care List
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Manager - Introduction to Customer Care
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Manager - Assigning a Primary Coach
Manager - Unassigning Primary Coaches
Manager - Viewing Customer Care List Interactions
Manager - Logging Interactions in the Customer Care List
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1. APP - Overview of the Care List
2. App - Navigating to the Care List
4. App - Viewing a Student in the Customer Care List
5. App - Logging a Note in the Customer Care List
Assign an Engagement to a Customer Care Note on the Web
Assign an Engagement to a Customer Care Note on the Mobile Apps
Automating your Play 9 Reports
Understanding your Play 9 Report
Pop Up Added when Logging a CCL Note
Quick Link to Log a CC Note added to the Web Schedule
Quick Link to Log a CC Note added to the Mobile Apps
Manager - Viewing Students who have been Unassigned