⏸️ Holds Monthly Report
Plan ahead for students going on and coming off hold next month
💡Why It Matters
Holds are where students disappear
Families on hold aren't canceling yet, but without proactive re-engagement when the hold ends, many quietly don't come back. This report gives you the window to prevent that.
A week's notice changes everything
Knowing who's returning on the 1st while it's still the 25th gives your team time to confirm schedules, send welcome-back outreach, and plan staffing before the month turns.
Extended holds need a human touch
The longer a student stays on hold, the lower the chance of return. A dedicated still-on-hold list helps directors prioritize personal outreach instead of waiting for a silent cancellation.
📋What You Get
Coming Off Hold Next Month
Students whose holds end in the upcoming month. Your re-engagement list — reach out before they're supposed to return to confirm they're coming back.
Going On Hold Next Month
Students scheduled to go on hold. Gives directors advance notice to prepare staffing and set expectations with families.
Still On Hold
Students who remain on hold beyond the upcoming month. These are high-risk for silent cancellation and worth a personal check-in.
Appointy Session Flags
When Appointy is connected, returning and still-on-hold students can be flagged with upcoming scheduled sessions for re-engagement review.
🕐Schedule & Delivery
Monthly — sent on the 25th
Delivered on the 25th of each month, covering hold activity for the following month. Gives you a week to plan and reach out before the month turns.
Format
HTML email sent separately for each center, with clearly separated sections for coming off hold, going on hold, and still on hold.
Recipients
Each center receives its own report at the email addresses configured in Report Management.
Get the Holds Monthly Report
Available to Capital Region Math franchisees. Contact us to learn more.