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.
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.
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.
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
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
which active policies a family must agree to before they can submit the form
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 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.
If you manage studio policies under Settings > Policies, you can require families to agree to any active policy before they finish signing up. Attach a policy from the Sign-Up Form settings and the public form will block submission until the family agrees to it. Only active policies can be attached, so create and activate a policy first if the list is empty.
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.
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.
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.
