CAI Business & Program Management Flashcards

An instructor wants to add an online booking system to their program. What is the primary benefit?

Answer: It reduces scheduling friction and allows clients to book 24/7

Online booking systems make it easy for clients to reserve sessions at any time, reducing phone tag and improving the overall client experience.

What is the purpose of a pre-session client questionnaire in an angling instruction program?

Answer: To assess the client's experience level, health concerns, and goals

A pre-session questionnaire allows the instructor to tailor the lesson to the individual's skill level, physical limitations, and learning objectives.

Which practice helps an instructor manage equipment costs sustainably over time?

Answer: Maintaining a regular inspection and maintenance schedule for all gear

Routine maintenance extends the life of equipment, reduces replacement costs, and ensures client safety during sessions.

When creating a program brochure, what information is MOST important to include for prospective clients?

Answer: Session types, pricing, instructor credentials, and contact information

Clear information about offerings, cost, qualifications, and how to reach you gives prospects everything they need to make a booking decision.

How should an instructor handle a client who is visibly intoxicated at the start of a session?

Answer: Refuse to conduct the session and offer a reschedule for safety reasons

Conducting a session with an intoxicated client poses serious safety risks; refusal and rescheduling is the only professionally and legally sound response.

What financial record is MOST important for an angling instructor to maintain for US tax purposes?

Answer: A detailed log of income, expenses, and business-related receipts

Accurate income and expense records with supporting receipts are required to file taxes correctly and claim legitimate business deductions.