Client Record


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Client Record

Student Eight

student8@example.com

Enrolled
Program DWI Education
Class Jul 21, 2026 • 7:00 PM
Payment Paid
Order #2079

Overview

NameStudent Eight
Emailstudent8@example.com
Phone
Current StatusEnrolled

Demographics

First NameStudent
Last NameEight
Date of Birth
Phone
Emailstudent8@example.com
Address

Enrollments

ProgramDWI Education
ClassJul 21, 2026 • 7:00 PM
StatusEnrolled
PaymentPaid
Enrolled2026-06-03

Payments

Latest Payment Status Paid
Latest Order #2079
Paid Enrollments 1
Open / Unpaid 0
Orders Linked 1
Payment Plan Items 0
Manual Payments 0
Manual Total $0.00

Payment Actions

Record Manual Payment
Payment Note

Payment history is based on enrollment and WooCommerce order data currently linked to this client. Manual payments are for cash, check, money order, Zelle, Cash App, external terminal, waivers, or adjustments. Card payments should still use WooCommerce/Stripe.

Manual Payment History

No manual payments recorded yet.

Payment History

Order ID #2079
Payment Status Paid
Amount
Date 2026-06-03
Program DWI Education
Class Jul 21, 2026 • 7:00 PM
Source Wordpress
Plan / Tier
Order Key wc_order_rVmeUFSbkuFno

Intake

Intake Required Yes
Intake Status Pending
Intake Completed No
Completed Date
Intake ID df787c93-7c9d-4ecc-942c-dd23041a696c
Student Portal Enabled

Referral / Contact Information

Contact Name
Contact Type
Email
Phone
Intake Note

This MVP view shows intake status and referral/contact fields already saved with the enrollment. Document uploads can be added later as a separate Documents section.

Attendance

Attendance 100%
Completed 3 of 3
Attempted 3
Remaining 0
Present 3
Absent 0
Status Complete

Session Attendance History

Session

Jul 21, 2026

Present
Date Jul 21, 2026
Time
Topic
Status Present
Session Notes

Introduced course expectations and reviewed session one material.

Session

Jul 23, 2026

Present
Date Jul 23, 2026
Time
Topic
Status Present
Session Notes

No notes recorded.

Session

Jul 25, 2026

Present
Date Jul 25, 2026
Time
Topic
Status Present
Session Notes

No notes recorded.

Reports

Progress 100%
Attendance 100%
Completed 3 of 3
Remaining 0
Attempted 3
Compliance Ready for provider review
Completion Ready For Provider Review
Certificate None

Progress Report Summary

Program DWI Education
Class Jul 21, 2026 • 7:00 PM
Review Status Ready
Payment Paid
Report Note

Client has completed the required sessions and is ready for provider review.

Certificates

No certificates found yet.