Account portal and sign-up form settings

The Account Portal and Sign-Up Form settings determine how families interact with your Cadence Calendar environment. These settings shape what parents or account holders can see, what they can edit, and how they enter the system when they first join. They are especially important if you want the family experience to be organized, secure, and easy to use.

What these settings control

This part of Settings covers two connected experiences:

• the account portal, which is the family-facing area where account holders can view information and manage details
• the sign-up form, which controls how new families create an account and provide their information

Together, these settings define the onboarding and ongoing experience for the families you serve.

Account portal controls

The account portal can be customized to control what families are allowed to do. Common options include:

• whether profile photos are shown
• whether account holders can edit their contact information
• whether student details can be edited
• whether default lesson pricing is shown
• whether next lessons are displayed
• whether cancellations are allowed
• whether notes are visible
• whether unpaid or paid invoices are displayed
• whether online payments are allowed
• whether payment history is shown

Each of these options influences how much access families have to their account information and whether they can act on it directly.

Why the portal settings matter

The account portal is often one of the most important family-facing experiences in Cadence Calendar. It can reduce back-and-forth communication because families can check upcoming lessons, view invoices, and update basic information without needing to contact you directly.

Good portal configuration helps your business by:

• reducing administrative requests
• making student information easier to manage
• improving transparency around billing and scheduling
• creating a smoother client experience

Sign-up form controls

The sign-up form controls how new families join your system. You can often configure:

• whether the sign-up form is enabled
• which fields are required
• whether additional custom fields are added
• what default status new students receive
• what welcome or success message appears after submission

These settings are important because they affect the quality and consistency of the information you collect from new families.

Required fields and custom fields

Required fields help ensure that you collect the information you need before a family can complete registration. Common examples include:

• student email address
• student phone number
• primary contact email address
• primary contact phone number
• secondary contact details

You can also add custom fields when you need to collect information that is specific to your studio or school.

Welcome and success messages

The sign-up form often includes message content that appears before or after submission. These messages should be useful and welcoming. They can explain what happens next, what the family should expect, or how to contact you if they need help.

Best practices

• Keep the portal simple enough for families to use without support.
• Only require the fields that are truly necessary.
• Use custom fields sparingly so the form does not become overwhelming.
• Make sure your sign-up messages are friendly and clear.
• Review portal access regularly to ensure the right level of visibility is being granted.

Summary

Account Portal and Sign-Up Form settings shape the family experience from onboarding through everyday account management. When set up well, they make it easier for families to engage with your studio while reducing the amount of manual support you need to provide.