Can we connect our existing channels and forms?

Yes. You can connect email, Facebook lead forms, a website form, and popular messengers. Each incoming request becomes a task with the channel and the responsible person saved. This way no parent request is lost and every inquiry goes through the same enrollment flow.

How do we keep everyone on the same schedule?

Planfix keeps schedule items in calendars and the Planner. When an admin or teacher changes time, the task status and related calendar entries update for everyone who has access. This prevents double booking and lets you show parents only real options.

Can parents confirm lessons online?

Parents can receive confirmations directly from the task they triggered. With the Client Dashboard you share just the record they need to see. They confirm, you see the update in the same thread, and the teacher receives a notification without extra chats.

How do we track recurring lessons and attendance?

Use recurring tasks and data tags. Once a lesson is scheduled, Planfix can create repeating sessions on the calendar and start collecting attendance or finance data. You can then build reports to see conversion from inquiries to lessons and track the channel that brought them.

Supplementary education centers — inquiries & schedules

Accept and Qualify Faster

Every parent message becomes a task. AI Agents fill in age, program, and preferred time. You stay in one thread from first contact to confirmed lesson, without copying data between tools.

Channel to task

Work from One Live Schedule

Planner and calendars show real teachers, rooms, groups, and capacity. You confirm only real slots, stop double booking, and let everyone work from the same source of truth.

Schedule in Planfix

Channel to Task

Turn email, Facebook, website, and messengers into tasks with source and responsible saved.

Stages in Planner

See New inquiries, Need details, Offer sent, Scheduled as conditional lists.

AI Agents

Dataminer and Interviewer ask for missing data and write it into fields.

Client Dashboard

Parents see and confirm on the same record without extra chats or calls.

1. Capture the Inquiry

2. Clarify the Request

3. Match to Availability

4. Confirm and Notify

5. Create Recurring Lessons

1. Capture the Inquiry

Parent writes in any channel.

Planfix creates a task and stores source.

Responsible is assigned, nothing is lost.

Capture tasks

2. Clarify the Request

AI asks for age, subject, time.

Fields are filled for the admin.

You see what to offer.

Use AI data

3. Match to Availability

See teacher and room calendars.

See group capacity before confirming.

Offer only real times.

Show calendars

4. Confirm and Notify

Status switches to Scheduled.

Parent receives confirmation.

Teacher gets task or notification.

Notifications

5. Create Recurring Lessons

Recurring tasks appear on calendar.

Attendance and finance tags start.

You can report right away.

Recurring lessons

Why This Matters

You stop losing leads from Facebook and the website. You answer faster because you see real availability. You schedule without clashes because everyone uses the shared calendar. You can report how many inquiries became scheduled lessons and from which channel.

If This Sounds Familiar

Parents in messengers

Admins forget to enter data and enrollment is delayed.

Schedule in Excel

You cannot trust it and teachers change time too late.

No channel analytics

You do not see which source gives paying students.

What the Finished Process Looks Like

Every inquiry is visible, dated, and assigned. You can tell how long it took to schedule. Teachers see who is coming and when. Parents receive confirmation from one channel. The schedule lives in Planfix, not in several files.

One workspace