Offer programs and run sessions with notes, ratings, and payments.
Overview
Training combines predefined Programs with hands‑on Sessions. Programs describe the curriculum—level, category, target species, session count, duration, and price—so owners know what they’re buying. Sessions log attendance, notes, progress, performance, homework, and ratings, giving a clear picture of improvement over time.
- Structured learning: Clear objectives and levels guide expectations.
- Progress evidence: Notes and ratings quantify improvement.
- Business clarity: Pricing and scheduling are consistent across trainers.
How It Works
- Set up Programs with levels (Beginner to Expert), target species, sessions, and base price.
- Create Sessions via Appointments or directly in Training Sessions.
- Track session notes, progress, homework, performance, and payments.
Step-by-Step Guide
- Go to Pets › Setup › Training Programs to create programs.
- Create a Training Session for a pet and select the program and trainer.
- Confirm, start, and complete the session. Enter progress and feedback.
- Record payment status and rating.
Fields (Program)
| Field Name | Description | Example |
|---|---|---|
Program Name |
What the program is called. |
Puppy Basics |
Code |
Internal identifier. |
TRN-PUP |
Level |
Beginner, Basic, Intermediate, Advanced, Expert. |
Beginner |
Category |
Obedience, Behavioral, Agility, Puppy. |
Obedience |
Target Species |
Species the program fits. |
Dogs |
Duration (Sessions) |
Total number of sessions. |
6 |
Total Duration |
Computed duration across sessions. |
6 hours |
Base Price |
Program price. |
$300 |
Objectives & Methods |
What is taught and how. |
Sit, Stay, Recall |
Fields (Session)
| Field Name | Description | Example |
|---|---|---|
Reference |
Session identifier. |
TRN/2026/021 |
Pet |
Pet attending training. |
Buddy |
Program |
Chosen training program. |
Puppy Basics |
Trainer |
Instructor. |
Jordan |
Session Date/Time |
When the session runs. |
2026-04-05 15:00 |
Status |
Draft, Confirmed, In Progress, Completed, Cancelled, No Show. |
Confirmed |
Session Cost & Payment |
Price and payment status. |
$50 / Paid |
Session Notes |
What happened. |
Worked on recall |
Progress & Homework |
Improvements and at-home tasks. |
Practice “Stay” |
Performance & Rating |
How the pet performed and stars. |
Good, 4★ |
Field Explanations
Program Name / Code
Public label and internal ID (e.g., Puppy Basics / TRN-PUP).
Level
Beginner/Basic/Intermediate/Advanced/Expert for skill targeting.
Category
Obedience/Behavioral/Agility/Puppy to group content.
Target Species
Species supported by the curriculum.
Duration (Sessions)
Total number of sessions to complete the program.
Session Duration
Minutes per session for scheduling.
Total Duration
Computed total time across sessions.
Base Price
Program price; sessions may bill individually if desired.
Objectives & Methods
Expected outcomes and the approach used.
Prerequisites
Requirements before starting (e.g., vaccines).
Equipment Needed
Items required for effective training (leash, treats).
Reference
Unique session identifier for tracking.
Pet
Animal attending the session.
Program
Chosen curriculum this session belongs to.
Trainer
Instructor leading the session.
Session Date/Time
Scheduled start (and optional actual start/end).
Status
Draft/Confirmed/In Progress/Completed/Cancelled/No Show.
Session Cost & Payment
Billing and payment progress.
Session Notes
What was covered and how it went.
Progress & Homework
Improvements and at‑home practice assigned.
Performance & Rating
Outcome quality and a simple star score.
Tips
- Set clear objectives in programs so owners know expected outcomes.
- Use consistent rating and performance notes to track progress over time.
Common Mistakes
- Skipping “No Show” marking. This affects scheduling and billing.
- Missing homework notes for owners to continue progress.