Manage instructors

Prerequisites: You must create at least one appointment type and establish fee codes before you complete an instructor record.

Instructor Details

1. On the Add/Change Instructors window, click Add.
2. Enter the instructor's name in the Name box.
3. If desired, enter demographic information of the instructor (address, phone numbers, email).

Note: The city, state, and ZIP code is saved to the AIMsi database exactly as it is entered. Any time you use this ZIP code the city and state are automatically populated. If a change is needed to any of these values, do so on the Add/Change Zip Codes window.

4. Enter the first date the instructor can be scheduled for a class in the Start Date box.
5. If you want this instructor's classes to display in a certain color on the Scheduling window, enter the RGB value in the Red/Green/Blue boxes (or click Get Color).
6. Enter any special instructions or details for this instructor in the large Notes box at the bottom of the window.

Instructor Availability

Not sure if you should use unavailability or exception availability? Refer to this handy chart then follow the steps below.

1. Click the Availability tab.
2. Click a time slot where you want to add instructor availability. Click and drag the cursor up or down to select multiple consecutive time slots for the same day.
3. Right click and select Add Normal Availability, Add Exception Availability, or Add Unavailability. The Select Availability Options window displays.
4. Select a store location and enter a date when the availability expires.
5. Click OK.

Instructor Appointments

1. Click the Appointments tab.
2. Click Add.
3. Select an appointment type. These are the types you can pair with an instructor on the Scheduling window when you create classes.
4. Select a fee code to use when a class is created for this instructor and appointment type.
5. Select a non-inventory category to which payments for this appointment are recorded in the ledger.
6. Click Save.

Instructor Appointment/Area Associations (optional)

1. Click the Appointment/Areas tab.
2. Click Add.
3. Select an appointment type.
4. Select an area that you want to automatically associate with the instructor and selected appointment type combination. When you create classes on the Scheduling window and select this instructor/appointment type combination, the area you select here is selected for you.
5. Click Save.

1. On the Add/Change Instructors window, select the instructor you want to edit using the Next/Previous/Top/Bottom or Find buttons.
2. Revise information about the instructor as necessary using the fields and boxes on all three tabs. For example, you might only select the Inactive check box to indicate that this is no longer an active instructor for whom you will schedule classes.
3. Click Save.

1. On the Add/Change Instructors window, select the instructor you want to delete using the Next/Previous/Top/Bottom or Find buttons.
2. Click Delete.