Clients
Manage families, students, enrollments, and client records.
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7 step-by-step guides
- 1Add a client, family member, or dependentCreate a client account, add one or more students, or link a dependent to an existing family without creating duplicates.Requires client-directory access; enrollment and payment steps require their own schedule and billing permissions.
- 2Import clients from a spreadsheetUpload existing school data, answer only the questions that change the result, review the draft, and apply it without contacting clients.Imports is available to authorized internal users in real schools and is disabled in public demo sandboxes.
- 3Find and filter clientsSearch the relationship-first client directory and narrow it by role, instrument, archived state, or duplicate status.Requires client-directory access.
- 4Understand a client profile and family relationshipsRead a client's identity, roles, linked people, lessons, access, billing responsibility, and next actions from one profile.Requires client-profile access; individual tabs depend on billing, assignments, pipelines, notes, and access permissions.
- 5Invite a client to the portalCreate, resend, copy, or revoke a family or student login invitation from the correct client profile.Requires client-portal access management; the person must have the matching family-contact or student role and a usable email.
- 6Manage enrollments, billing, credits, assignments, pipelines, and notes from a profileUse the connected tabs on a client profile to continue school work without losing the person or family context.Each profile tab appears only when it applies to the client and your role can use that feature.
- 7Merge duplicates, archive, or reactivate safelyResolve duplicate people, archive a client only after reviewing billing and scheduling impact, and understand what reactivation restores.Duplicate merging is an administrator action; archive and reactivate require permission to manage client records.