V35.8 FINANCE CONNECTED
SA
Staff
Signed in
New Enrollment Create a student enrollment
›
Find Student Search by multiple fields
›
Class List Open classes and rosters
›
Add New Class Create classroom schedule
›
Driving Schedule Manage slots and bookings
›
Completed Sessions Instructor processing, no-shows and proof
›
View Reports Business and sales reports
›
NEW REGISTRATIONS
0
Today • No registrations yet
DRIVING LESSONS
0
Today • No lessons scheduled
CLASSROOM SESSIONS
0
Today • No sessions
ROAD TESTS
0
Teen • No pending approvals
PROCESSED SESSIONS
0
Completed + no-show records
MAKEUPS NEEDED
0
Nothing pending
LIVE OPERATIONS

Today’s Activity

0
No new enrollments today
New website and office enrollments will appear here automatically.

Documents to Review

Student uploads waiting for MAKSR approval.
0 pending
No documents waiting for review.

Completed / Processed Driving Sessions

Check instructor-completed lessons and no-shows here. Open any record to view the instructor note, processing timestamp, and student signature proof when available.
0 processed
No processed sessions yet.

Teen Driver’s Ed Completion — State Submission

Automatically lists teens only after classroom/makeups, required driving, and required observation are complete. A completed Driving + Observation slot gives both credits even if no partner attended.
0 ready
Loading teen completion queue...

New Student Follow-Up

Review new enrollments, contact them, and make sure scheduling is completed.
Student Type Program / Package Phone Signup Date Contact / Follow-Up Scheduling Action
No students found for this signup period.

Road Tests

Teen Road Test open slots, document review and approvals. Adult Road Tests continue through the existing appointment workflow.

Road Tests
Pending Approval0
Approved / Upcoming0
Teen Open Slots0
Adult Road Tests0

Teen Road Tests — Pending Approval

Paid registrations waiting for MAKSR document review.
Loading…

Class List

Create classroom classes first, then enroll teens and manage attendance.

Classroom
OPEN CLASSES
0
accepting students
ACTIVE ENROLLMENTS
0
student seats
MAKEUPS NEEDED
0
missed sessions
UPCOMING CLASSES
0
not completed

Classes

Each class has its own 15-session schedule and student roster.
ClassDatesDays / TimeTeacherEnrollmentStatusAction

Instructor Weekly Calendar

Universal scheduling calendar • Monday–Sunday • 7:00 AM–9:00 PM • 15-minute intervals.

Scheduling Control Center
Week All Instructors
Appointment Open Slot Booked Slot
This Week0
Today0
Driving0
Road Tests0

Cancellation & No-Show Policy

One universal policy used by Admin and the Student Portal.

Scheduling Policy

Driving Lesson Cancellation Policy

Changes here apply system-wide to late cancellations, no-shows, and the Student Portal policy notice.
Example: 48 hours means a cancellation made less than 48 hours before the appointment is considered late. A normal cancellation outside the window has no late-cancellation fee.

Student Open Slots

Publish lesson openings for eligible students to self-book.

Student Portal

Student Portal Booking Rules

These limits apply only to student self-scheduling. Admin/staff manual scheduling is unchanged.
Adult Driving
Teen Driving / Observation
Student Portal always allows a maximum of one driving/observation session per calendar day. Week = Monday through Sunday.
Open Booking: students may book future weeks up to each week's limit.
System Processing: once the current booking allowance is reached, more booking is held until completed sessions are processed by the system.

Create Open Slot

Adult Driving Lesson: 30, 60, 90 or 120 minutes. Visible only to Adult students.
Students with an unpaid balance will see the slots but cannot book them.

Published Slots

Bulk Open Slots

Create a repeating block of instructor open slots in one step. Existing appointments and overlapping slots can be skipped automatically.

Scheduling

Bulk Slot Generator

The final lesson may finish after the daily end time as long as that lesson starts before the end-time boundary.
A lesson may finish after this time if its start time is still before this boundary.
Use 0 for back-to-back lessons. Example: 5 gives a 5-minute break after every slot.

Instructor Availability

Set the days and hours each instructor is available for scheduling.

Scheduling

Add Availability

If an instructor has no availability entered at all, they are treated as available anytime. Once you add any availability for that instructor, those saved days and times become the instructor’s restricted working schedule. Each instructor has one working-time range per day. Saving a day again updates that day’s existing hours.

Weekly Availability

All Staff

Manage administrators, managers, desk staff and instructors in one place.

Staff

Add Staff Member

Basic Information
This email is the staff member's portal Login ID.
License / Permit Optional for non-instructors
Portal Login
MAKSR now uses email-only staff login. Passwords are stored securely by Supabase and are never shown here.
Not connected
Permission Preset
Security: Passwords are never stored in the staff table. V29.6.1 Instructor Calendar + Contact Fix uses Supabase Auth over HTTPS; only the browser-safe publishable key is used in the hosted portal. V22 stores staff profiles and permissions in Supabase and links access to authenticated Supabase users. Passwords are never stored in the staff table.
Saved. The staff profile above is the current saved record.

All Staff

0 staff

Payments

Record student payments and review the MAKSR payment ledger.

Payments
Collected Today$0.00
Collected This Month$0.00
Posted Payments0
Total Outstanding$0.00

Student Portal Zelle Verification

Verify the deposit in MAKSR's Zelle/bank account before confirming. Student-submitted requests do not reduce balances until you confirm them here.
0 pending
Loading Zelle requests...

Payment History

DateStudentAmountMethodReceiptReferenceEntered ByStatus

Balances

Students with tuition, fee or other outstanding charges.

Balances

Outstanding Student Balances

0 students

Coupons & Discounts

Create promotional coupon codes and apply approved discounts to student accounts.

Finance

Create Coupon Code

Website Ready
Coupon codes reduce tuition; they do not count as cash payments. The backend validator created in V35 can be connected to the public online signup form.

Coupon Codes

Apply Coupon / Manual Discount

Student Account
Type a student name, phone or email and click Search.
Select a student.
Type a student name, phone or email and click Search.
Select a student.

Adjustments

Add a credit or a charge to a student account with a permanent audit trail.

Adjustments

New Adjustment

Type a student name, phone or email and click Search.
Select a student.

Recent Adjustments

Refunds

Refund money from an existing payment and automatically restore the student balance.

Refunds

Refundable Payments

Search ready — type at least 2 letters.
Select a student to view their payment and refund limits.
Search for a student to view refundable payments.

Refund History

Document Dashboard

Track MAKSR licenses, insurance, vehicle documents and other compliance records.

Business Compliance
Active Documents0
Expiring ≤ 60 Days0
Action ≤ 30 Days0
Expired0
Missing / Required0

Business Documents

All active MAKSR compliance records.
Loading business documents…

Programs & Packages

Master catalog for MAKSR enrollment, pricing and future online registration.

Settings
Active Packages0
Teen0
Adult0
Road Test + Online0

Package Catalog

Pricing Rule

Editing a catalog price changes the price for future enrollments only. Existing students keep the enrollment price stored on their account and existing tuition charge.

Activity Log

Super Admin / Owner audit trail for important staff actions.

Audit
Activity history is read-only in the portal. Staff cannot erase or edit their own audit records.

Staff Activity

0 records

Business Reports

Executive financial and enrollment overview for MAKSR Driving School.

Executive Dashboard
This Month
Select a date range to load Business Reports.

How Did You Hear About Us?

Manage the choices shown on the public enrollment page.

Settings

Add Referral Source

Examples: Google, Facebook, Friend / Family, School Referral.

Referral Sources

Active choices appear immediately in the enrollment dropdown.
Loading referral sources...
Delete protection: If a source has already been used, Delete deactivates it instead of erasing historical data.

Online Enrollments

Review website registration requests before they become live student accounts.

Website Intake

Registration Queue

0 registrations

Students

Create and manage real student records. Scheduling uses students from this list.

Students

Add Student

New Enrollment
Student Information
Age: —
V43.17 Manually email this student a secure password-reset link for the Student Portal.
Parent / Guardian Information
Permit & Program
Choose the service category first.
If valid, the coupon will be applied to the package tuition after the student is saved.
Select a teen package first. Classroom selection will be required when the package includes classroom.
Program Components
Student Portal Login
No Portal Login Students sign in with their email address. Passwords are securely managed by Supabase Auth.
Payment & Enrollment
Record payment while enrolling Payment is optional. You can save the enrollment without collecting money, or post the payment to the existing MAKSR payment ledger and create a receipt.
No Payment Yet
Package Price $0.00
Payment Received $0.00
Estimated Remaining $0.00
Estimated balance is shown before any coupon, manual adjustment, or other account credit. The actual posted payment is checked against the live student balance before saving.
Student records are stored in Supabase. Scheduling will only select students from this database.

Student List

0 students
Start typing to find a student. The All Students page stays fast and does not load the full student list until you search.

Instructor Portal

Your assigned driving and classroom sessions. Scheduling changes must be handled by the office.

Instructor Portal
Instructor
Instructor • Profile is managed by the office
Start, document and complete your assigned sessions.
📞 Call Office ✉ Email Office
Date Range
View
SESSIONS SHOWN
0
assigned driving sessions
IN PROGRESS
0
started sessions
COMPLETED / NO-SHOW
0
documented sessions

Communication Center

Send an email now, prepare a text message, or schedule a message for a student.

V42 Messages

Choose Student

Type at least 2 letters to find a student.

Compose Message

EMAIL
Select a student to begin.
Template fields supported: {{first_name}}, {{last_name}}, {{full_name}}, {{birthday}}, {{school_name}}.
Ready.

Recent Communication

Open Communication Center to load activity.

Message Templates

Create reusable email and text templates for the office.

Reusable Messages

New Template

Use {{first_name}}, {{last_name}}, {{full_name}}, {{birthday}}, {{school_name}}. Enrollment templates can also use {{confirmation_number}}, {{package_name}}, {{amount_due}}, {{payment_method}}, {{zelle_sender_name}}, {{portal_username}}, {{student_email}}. Appointment reminders can use {{appointment_date}}, {{appointment_time}}, {{pickup_location}}, {{pickup_line}}, {{lesson_type}}.

Saved Templates

Loading templates...

Scheduled Messages & Reminders

Control automatic lesson reminders and review individually scheduled messages.

V42.3 Automation

Automatic Lesson Reminders

Choose exactly when students should receive reminder emails before every scheduled driving lesson.
NOT LOADED
MAKSR local time.
Reminder timing: add one or several reminders. Example: 1 day before + 90 minutes before. You can edit or remove them anytime.
Automatic lesson reminders are not loaded yet.

Individually Scheduled Message Queue

Loading scheduled messages...

Birthday Wishes

Automatically email each active student on their birthday at 12:00 AM.

Automatic

Birthday Automation

NOT LOADED
Default: 12:00 AM.
How it works
The server cron checks active students with a date of birth, sends the selected email template on the matching month/day, and records the year so the same student is not sent twice.
Run the V42 SQL setup and configure the server cron before enabling automatic delivery.

Upcoming Birthdays

0 students
Loading birthdays...
Choose a student to open their profile.
Schedule