Students never sign in to anything. A student record is just what you need to schedule and bill them: a name, how to reach them, how they are billed and their usual price.
Add a student
Open Students, Add student. The name is the only required field. Save, and you land on the student's page, where you can add lessons and invoices.
Email, mobile and parents
- Email: invoices, reminders and receipts are sent here.
- Mobile: for text-message invoices and reminders, which students cannot reply to. Use the international format starting with +, for example +44 7700 900123.
- Parent or guardian name: when the student is a child, messages are addressed to this person.
With no email or mobile, nothing is sent automatically. The student's page shows a warning, and each invoice offers a Pay link to copy and share yourself, for example in a message to a parent.
Choose how a student is billed
The Billing setting decides where the student's invoices come from.
| Choice | What happens | Good for |
|---|---|---|
| Monthly | On the first of each month a draft invoice is created for the previous month's lessons. You review and send it. | Regular weekly students who pay in arrears. |
| Per lesson | An invoice is sent on the day of each lesson, when you mark it attended, or automatically at the end of the day if you have that setting on. Due within 7 days by default. | Occasional students, or anyone who pays as they go. |
| Termly | You start a term (10 lessons by default), and one invoice for the whole term is due before the first lesson. Lessons use up credits; cancellations follow your notice rule. | School-term teaching paid in advance. |
| Manual | Nothing is created for you. You create invoices from the lessons whenever you like. | Anything unusual. |
Changing the choice affects future invoicing only; existing invoices stay as they are. Termly billing has its own guide: Termly billing.
Price, length and location
A student's lesson price, lesson length and usual lesson location pre-fill every new lesson for them. Leave a field blank to use the default from your Settings. You can still change any single lesson afterwards.
Private notes
Notes are for you only: instrument, grade, exam dates, how they like to be taught. They never appear on invoices or in messages.
Finding students
The Students page has a search box and filters, including students who need a new term and students owed a make-up lesson. The home page's To do list links to the same filters when something needs attention.
Archive a student
When a student stops lessons, open their page and choose Archive student at the bottom. Archived students leave the main list and the pick-lists, but their lessons, invoices and pay links keep working, so an outstanding invoice can still be paid. Restore student brings them back.
To remove a student's data entirely, see Delete your account.