A polished getting-started overview of Cadence Calendar, the major areas in the app, and what users can do in each one.
This article explains the process of importing students into Cadence Calendar from a spreadsheet
Learn how Cadence Calendar uses your saved timezone across the app, including the calendar page and newly created items.
This article explains how to add a new student to Cadence Calendar.
In Cadence Calendar, student status helps you keep track of which students are actively taking lessons, which are no longer active, and which are pending approval.
This article explains how to delete a student.
Cadence Calendar makes it easy to set default lesson pricing and duration for each student so you don’t have to re-enter the same details every time.
This guide explains each attendance status, how it affects billing, and how to use the Attendance form to update many lessons quickly.
This article explains how to export student data.
A complete, step-by-step guide to creating appointments and appointment types in Cadence Calendar, including every form field and what it does.
Explain what the appointment landing page is for and how families use it to book a time.
This article explains how to connect your Google Calendar to enable two-way sync.
External feeds let you subscribe to your Cadence Calendar schedule in your preferred calendar app, such as Google Calendar or Apple Calendar.
This article explains how to view, edit, and manage lessons or events directly from the Cadence Calendar.
This article explains how to use the Calendar Toolbar and Search Bar to navigate your schedule and quickly find lessons in Cadence Calendar.
This article explains how to create time blocks to manage schedule conflicts.
This article explains how to add a new lesson.
This article explains how to create lessons with multiple attendees at the same time.
This article explains how to update a lesson.
This article explains how to delete a lesson.
This article explains online lesson information.
This article explains how to add a new group.
This article explains the different ways you can add a new student to a group.
This article explains how to remove a student from a group.
This article explains how to delete a group.
This article explains what are email presents and how to use them.
Message History in Cadence Calendar gives you a record of the messages sent from your account, helping you keep track of communication with students, families, and contacts.
This article explains how to the availability of custom emails.
A polished overview of the Accounts area, including balances, billing tools, portal settings, auto-pay, and recurring charges.
How families use invoice links, account payment pages, and Auto-Pay in Cadence Calendar.
Set up a monthly recurring payment for a family account and manage the Stripe subscription from the account page.
Understand how the account balance is built from charges, payments, recurring charges, and auto-pay activity.
Setting up account portal preferences
Explaining the student sign-up form
View past and upcoming lessons, cancel when allowed, and book open appointment slots if your teacher shares them.
Read lesson notes that your teacher shares, grouped by student and by note type.
Open shared files for your family account, and download the ones your teacher allows.
Manage your calendar feed and SMS reminder preferences from the portal settings page.
See your family contact details, students, and next lesson from the account home page.
Review unpaid and paid invoices, see payment history, and understand how Auto-Pay changes what appears here.
Use your family email and account code to sign in, and learn why portal access must be enabled by your teacher.
Create and manage invoices while accounting for recurring charges, payments, and zero-dollar invoices.
Explain how invoice balances are built, including previous balance, new charges, recurring charges, payments, and zero-dollar invoices.
A detailed walkthrough of sending invoices from the Invoices page, including filtering, selecting accounts, sending in bulk, and reviewing outcomes.
A detailed guide to sending invoice reminders, including when to use them, how to send them from the invoice card or in bulk, and what to expect after they are sent.
Create finite or indefinite recurring charge templates and manage how charges are generated over time.
Understand the difference between charges, payments, recurring charges, and auto-pay activity.
Use transaction history to filter charges and payments, review details, and track recurring or auto-pay activity.
Connect PayPal to accept online payments for invoices and family account balances.
Connect Stripe to take appointment payments, add online payment links to invoices, and collect online payments from families.
How to connect to Calendly in Cadence Calendar
Explain invoice presentation, payment options, and auto-invoicing controls for recurring billing workflows.
Explain calendar view preferences and Google Calendar integration controls that shape scheduling behavior.
Explain how third-party payer settings support invoicing for schools, scholarship programs, and other outside billing entities.
Explain how grade-level automation keeps student grade progression current each year.
Explain how account portal access and sign-up form settings shape the family experience and onboarding flow.
Explain how integrations connect Cadence Calendar to payments, calendars, communications, and scheduling tools.
Explain the purpose of profile and personal settings, including identity, timezone, and profile photo configuration.
Explain how email settings support Gmail delivery and communication templates for reminders and billing.
Explain logo and branding settings that control how invoices and the account portal present your business identity.
How to update profile settings
View available calendar settings in Cadence Calendar
How to customize email templates in Cadence Calendar
Understand what organization admins can change and what organization members can access in Cadence Calendar.
How organization admins and managers can use the dashboard to monitor schedules, billing, staffing, and upcoming work.
How organizations can use the calendar to coordinate lessons, appointments, staff schedules, and recurring events.
How organizations can use payroll tools in Cadence Calendar to review pay information, track work, and keep payment processes organized.
How organization leaders can manage settings, team access, and day-to-day operations in Cadence Calendar.
How organizations can use tasks to assign work, track follow-up, and keep operations moving across the team.
How organizations can use the directory to find contacts, staff, students, and important account information quickly.
Explain what workflows are, how they work, the supported workflow types, timing rules, recipients, account targeting, and best practices for using automations in Cadence Calendar.
Explain how to create and use text lesson reminder workflows, including setup steps, message tips, and the benefits of SMS-based automation.
Explain how to create and use email invoice overdue notice workflows, including setup steps, message guidance, and the benefits of automating overdue follow-up.
Explain how to create and use email invoice due soon reminder workflows, including setup steps, message guidance, and the business benefits of proactive billing reminders.
Explain how to create and use email lesson reminder workflows, including setup steps, configuration fields, and the benefits of automating lesson reminders.
Review expense entries by category, excluding mileage, with totals and itemized rows.
Review recorded income from payments and paid events, broken down by month or for the full year.
Compare recorded revenue and expenses to see net profit or loss for a selected period.
See unpaid, overdue, partial, and sent invoices that still have a balance due.
Review mileage expense entries with monthly totals, trip counts, and detailed vehicle and destination rows.
Review yearly income, expenses, mileage, and estimated tax planning data in one place.
Estimate quarterly tax payments using recorded income, expected charges, expenses, and event activity.
Gather year-end income, expenses, mileage, and 1099-style revenue breakdowns for Schedule C prep.
