This playbook walks you through running a class-based school on EzFlow: trials, enrollments, payments, attendance and the WhatsApp messages that go out at each step.

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Three people in every flow

Customer

The parent or student - books, attends, receives WhatsApp messages and receipts.

Operator

You - confirm bookings, enroll students, record payments and mark attendance.

System

EzFlow - auto-creates invoices, sends messages, tracks credits and fires reviews.

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Two key concepts

Credits are used when a session is booked. A credit is consumed when a session is booked (deducted up front), not when the student attends. This matters for understanding attendance outcomes later.

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What’s in this playbook

Quick Setup

Teacher class times, payment QR, Google review link.

Trial Class

The single paid one-off class flow.

Enrollment

Creating a paid course with credits.

Trial → Enrollment

Converting a happy trial student.

Payments & Installments

Full vs installment plans.

Attendance & Credits

Present / left early / absent outcomes.
Two different pages: Class Roster vs Attendance. You confirm a booking on the Class Roster page. You mark who showed up on the separate Attendance page. A booking stays Pending under Class Roster until you confirm it.