Assigning Learning and Counseling Packages

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Assigning Learning and Counseling Packages

The Packages tab allows Admins to assign, manage, and monitor tutoring or counseling packages linked to each student.
This feature ensures every student has access to the correct learning or counseling plan, with clear tracking of hours, progress, and package type.

1. Accessing Student Packages

  1. Navigate to Students → Student Profiles.

  2. Select the student whose packages you want to manage.

  3. Open the Packages tab within the student’s profile.

Here, you’ll find a table listing all assigned packages, including:

  • Package Name

  • Package Type (e.g., One-Time, Monthly)

  • Start Date

  • Total Hours

  • Remaining Hours

  • Package Service (Tutoring or Counseling)

  • Status

2. Assigning a New Package

To assign a new tutoring or counseling package:

  1. Click the ➕ Add button at the top-right corner of the Packages section.

  2. A Manage Package popup window will appear.

  3. Select the appropriate package from the Packages and promos section of your organization’s admin panel as you can view example package names below and in screenshot above.
    The list includes all available packages such as:

    • General Package

    • Learner Package

    • Growth Package

    • Focus Package

    • SAT Growth / Focus Packages

    • Explorer / Starter Packages

  4. Click Save to assign the package to the selected student.

3. Filtering Packages by Type

You can easily filter packages to view only Tutoring or Counseling types.

To focus on a specific service type:

  1. Click the Filter icon beside the Add (+) button.

  2. Choose the package type — Tutoring or Counseling.

  3. Click Apply to filter the list.

4. Monitoring Assigned Packages

Once a package is assigned, you can monitor:

  • Total Hours: The total time allocated in the package.

  • Remaining Hours: Updated automatically as sessions are completed.

  • Service Type: Indicates whether it’s used for Tutoring or Counseling.

  • Status: Shows whether the package is active or inactive.

5. Unassigning a Package

If a package is no longer relevant or was added by mistake, you can unassign it.

  1. Click the three-dot menu (⋮) next to the package.

  2. Select Unassign to remove it from the student’s profile.

Once unassigned, the package will no longer appear in the student’s active list, but session history associated with it remains for record purposes.

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