Running a tutoring center is no small feat—especially when you’re trying to juggle multiple class schedules, tutor availability, and student bookings.
But what if I told you that with the right workflow setup, you can turn that chaos into a well-oiled machine? 😎
That’s exactly what we tackled in a recent troubleshooting session with Mario Aldayuz, Head of Partnerships at HL Pro Tools.
Let me walk you through a super practical hack for managing group bookings and class schedules using HighLevel’s workflows, along with an unexpected hero! 📊
The Challenge: Group Bookings and Tutor Schedules
During the session, Gene, a new HighLevel user, brought up a common struggle: his tutoring center needed a way to efficiently manage class schedules, tutor assignments, and student bookings—and doing this manually was a nightmare.
I’m sure many of you who are running appointment-based businesses, whether it’s tutoring, coaching, or workshops, have faced similar challenges. So, what did Mario suggest?
The HighLevel Workflow Solution: Google Sheets + Workflows = Genius!
Mario’s approach was simple, yet brilliant. He suggested integrating HighLevel workflows with Google Sheets to automate the scheduling process and centralize all the data.
Here’s how it works:
- Step 1: Set up your workflows in HighLevel: First, create workflows that will trigger when certain actions happen—like a student booking a session or a tutor’s availability changing.
- Step 2: Sync with Google Sheets: Each time an action happens in HighLevel, it automatically updates the Google Sheet, so you always have a live view of schedules and availability.
- Step 3: Add pivot tables: For even more control and visibility, pivot tables can transform your data into a visual, easily manageable format. You’ll have a dynamic view of class slots, tutors, and student bookings all in one place! 🙌
Key Takeaways:
Here’s what you can do right now to streamline your own tutoring center or appointment-based business:
- Use Google Sheets as a central scheduler: Automatically update your schedules and bookings directly from HighLevel workflows.
- Create customized workflows: Use if-else filters to create tailored workflows for different tutors, classes, or time slots.
- Leverage pivot tables: Make your schedule more digestible and visually organized to quickly see what’s available or needs attention.
Pro Tip: This isn’t just for tutoring centers! If you’re running a coaching program, a local service, or any type of business with appointments, you can adapt this workflow to suit your needs.
It’s easy to implement and provides maximum clarity.
Real-World Application: Why This Works
The beauty of this solution is in its simplicity.
HighLevel is a powerhouse when it comes to automating workflows, but sometimes, we need a little help from other tools to make complex tasks easier.
Google Sheets offers a simple way to centralize information without needing a ton of extra software. Plus, it’s something most businesses are already familiar with!
Action Steps You Can Take Right Now:
- Set up a test workflow: Start small—create a basic workflow in HighLevel to automate data collection (like class bookings or tutor assignments).
- Sync with Google Sheets: Use Zapier or other integrations to automatically update your Google Sheet as bookings happen.
- Play around with pivot tables: Add pivot tables in your Google Sheet to see the data in a more organized, user-friendly way.
Ready to Supercharge Your HighLevel Experience?
Managing complex workflows doesn’t have to be overwhelming.
With a little creativity and the right tools, you can automate and simplify your business operations—just like Gene did for his tutoring center.
If you’re not quite sure where to start, or if you want expert help fine-tuning your HighLevel setup, be sure to check out HL Pro Tools.
Our team can help you take full advantage of HighLevel’s features, making your business run smoother than ever. 🚀