Show how many lessons a family has left
Ask for a family's balance and get every lesson used, credited and charged, so there is nothing to argue about.
Customer support · Education · When you ask · Updated
Works with
- Slack
- Airtable
- Microsoft 365
- Stripe
- PayPal
- Calendly
- Cal.com
Slack
Airtable
Microsoft 365
Stripe
PayPal
Calendly
Cal.comHow do you find how many lessons a family has left?
To find how many lessons a family has left, mention Maito in Slack with the family name. It checks the package purchased, payments in billing, and lessons taught or booked, and replies with the balance and the numbers behind it, plus any lesson that is unclear.
How it's done today
Remaining prepaid sessions live in a notebook or spreadsheet and don't always match what parents remember.
What Maito does
- Find the family's prepaid package
- List each lesson used, cancelled or credited
- Apply the credit policy
- Show the balance and any open adjustments
Example
@Maito Mrs. Okafor says she has 4 lessons left. What do we show?
Our records show 2 left, not 4. 10-lesson package bought Sep 8 for $650 ($65 each). • 7 taught: Sep 15, 22, 29, Oct 6, 13, 20, 27 • 1 late cancellation, Oct 1, counted as used under the 24-hour rule (she texted at 4:40 PM for a 5:00 PM lesson) • 2 remaining Open • Oct 13 lesson: Mr. Ortiz was out sick and the lesson was held by a substitute with a different subject. Mrs. Okafor asked for it to be credited on Oct 14. No decision is recorded. Catch: if you credit Oct 13, the balance becomes 3. Neither 2 nor 4 matches her count, and she may be counting the Oct 1 late cancel as free. From the booking records and the payment on Sep 8. Package expires Dec 31. Want a short, polite reply with the ledger for her?
@Maito yes, and I'll credit Oct 13 myself. Say the balance is 3 once I do.
Draft is in your inbox with the 7 dates, the Oct 1 late cancel and a line saying the balance will be 3 once the Oct 13 credit is applied. I haven't changed the ledger or sent anything.
Grace (11:05 AM):
Mrs. Okafor says she has 4 lessons left. What do we show?
Maito (11:07 AM):
Our records show 2 left, not 4. 10-lesson package bought Sep 8 for $650 ($65 each).
• 7 taught: Sep 15, 22, 29, Oct 6, 13, 20, 27
• 1 late cancellation, Oct 1, counted as used under the 24-hour rule (she texted at 4:40 PM for a 5:00 PM lesson)
• 2 remaining
Open
• Oct 13 lesson: Mr. Ortiz was out sick and the lesson was held by a substitute with a different subject. Mrs. Okafor asked for it to be credited on Oct 14. No decision is recorded.
Catch: if you credit Oct 13, the balance becomes 3. Neither 2 nor 4 matches her count, and she may be counting the Oct 1 late cancel as free.
From the booking records and the payment on Sep 8. Package expires Dec 31. Want a short, polite reply with the ledger for her?
Grace (11:15 AM):
yes, and I'll credit Oct 13 myself. Say the balance is 3 once I do.
Maito (11:16 AM):
Draft is in your inbox with the 7 dates, the Oct 1 late cancel and a line saying the balance will be 3 once the Oct 13 credit is applied. I haven't changed the ledger or sent anything.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect spreadsheet
- Airtable
- Microsoft 365
- Connect billing
- Stripe
- PayPal
- Connect booking system
- Calendly
- Cal.com
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It's only as accurate as the package and lesson records. It can't tell if a payment is missing from the books.
Questions
From your spreadsheet of packages, payments in Stripe or PayPal, and lessons in Calendly or Cal.com.
It shows each source and flags the gap instead of picking one.
No. It reads and reports. Corrections are made by your team.
