Scheduler first. Hours built in. Everything else waits its turn.

This backend now combines the live schedule manager with the full hours-worked view so the repo stays focused on two surfaces only: the public website and the CRM/backend.

Dashboard

At a glance

Active courses --

Upcoming fixed sessions.

Open enrollments --

By-request / open-date listings.

Next course start --

Next published start date.

Quick access

Jump to

Content

Schedule →

Add or edit courses, closures, and flexible listings.

Portal

Students →

Aggregated student profiles, payment history, and enrollment details.

Roster

Class rosters →

Per-class enrollment lists, capacity, and session breakdowns.

Year schedule actions

Summary & color key

Cancellations

Closed days (no class)

Mark sick days, holidays, and weather closures without cluttering your schedule grid.

Published sessions

Fixed schedule rows

Edit opens a popup form.

Flexible listings

Open-date & by-request

Shown on the site list, not as day cells on the calendar.

Hours

Time log & billing

Paid hours --

Based on the paid-through marker.

Unpaid hours --

Awaiting the next payment checkpoint.

Total hours --

All logged billable task rows.

Hourly rate $75.00/hr

Applied to labor payout calculations.

Current outstanding balance $0.00

Pending labor + pending costs (current month due).

Pending labor $0.00

From unpaid hours at the hourly rate.

Pending costs $0.00

Unpaid receipts and reimbursable charges.

Paid to date $0.00

Paid labor + paid costs through paid-through date.

Loading hours summary...

Receipts & costs

Add billable expense

Stored in backend runtime data, just like other CRM operational logs.

Date

Amount (USD)

Vendor

Category

Receipt upload Notes (optional)

Cost log

Receipts and transactions

No costs logged yet.

Each charge includes a receipt download link.

No receipts added yet.

Project time log

Complete clock-in and clock-out history

The standalone client portal is gone. This backend now reads the same project time log directly, so the client-facing work history and the schedule manager live in one CRM.

Loading the project time log...

Office templates

Reusable copy & receipts

Single source of truth for letters and receipts. Personalize the {{placeholders}} per student before sending.

Available templates

Pick one to view

Loading templates...

How to use

Workflow

Select a template on the left.
Click Copy template to put the full markdown on your clipboard.
Paste into your email or document, then replace each {{placeholder}} with student-specific values.
Tool blocks at the bottom of each template are reusable verbatim - pick one and paste.

These templates live in apps/crm-backend/data/templates/. Edit the markdown file directly to update the canonical copy; changes appear here on next page load.

Template

Select a template to view

Coming soon

Future modules stay visible but inactive

These lanes remain in the design so the product direction is clear, but they are intentionally not clickable in step one.

Payments

Deposits and billing

Stripe, invoices, and payment state tracking will plug into this exact shell later.

Coming soon

Students

Lead and roster management

Student records, seat assignments, and enrollment pipelines can become their own lane after the scheduler is stable.

Coming soon

Courses

Catalog management

Course templates, pricing, and reusable program metadata can live here later without changing the current workflow.

Coming soon

Settings

Advanced configuration

Permissions, automations, and system-level controls will stay out of the way until the first step is fully tested.

Coming soon