Team & HR

Callers: hand a student over to a consultant

Callers: book a student, then fill in the hand-off so the consultant knows everything before the meeting.

Where to find it: Leads → Book For everyone 4 min

Before you start

How it works, step by step

Step 1 of 7

In the menu on the left, tap Leads. On a phone, tap the ☰ menu button at the top first.
Open the student, tap the Book tab, pick a consultant and a time, then tap Confirm booking.
Look at Who's available today first. Next in turn shares the work fairly.
Under Hand-off to the consultant, tap Normal, Important or Urgent. Write Why in one line.
Urgent pops up on the consultant's screen at once. Use it only when it really can't wait.
Under Circumstances, tick what fits, like Has a sponsor or Visa refused before.
In Where the student is, type a town and pick it from the list. Why: the consultant sees the student's local time and weather.
Fill What the consultant needs: Qualification, English level, Destination, Intake, Funding, Passport and Best time to call.
The ring on the card fills up as you go. Aim for 100%.
Write a Summary for the consultant, then tap Send to consultant.

You see Hand-off saved. The consultant can see it now. The student shows under Consultations I booked on your desk.
The ring on the card says Hand-off complete.

ProblemYou see This student is already booked.FixSomeone already booked them. Don't book twice. Add a note to the existing booking instead.

ProblemThe local time doesn't show.FixPick the town from the list as you type. Typing it without picking doesn't work.

ProblemThe consultant asks you for more details.FixYou get an urgent call-back with the missing list. Phone the student, then tap Called back.