Should remaining lessons be updated every day?
They should be updated after each attendance event. Month-end reconciliation is where leave, make-ups, and added lessons are often missed.
A practical guide to remaining lessons, expiry dates, added lessons, class changes, make-up lessons, and parent balance questions in a course package model.
The problem is rarely simple bookkeeping. Errors appear when attendance, leave, make-ups, added lessons, and class changes are tracked in different places.
Update attendance immediately after every class, let package balances follow attendance, and trigger parent renewal follow-up when balances fall below a clear threshold.
Excel is useful for static records, but package balances change through attendance, make-ups, leave, added lessons, and class changes. Multi-person spreadsheet versions drift quickly.
They should be updated after each attendance event. Month-end reconciliation is where leave, make-ups, and added lessons are often missed.
Many centers start around 2 to 3 remaining lessons, then tune the threshold by course frequency.