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:
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:
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:
The sign-up form controls how new families join your system. You can often configure:
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:
You can also add custom fields when you need to collect information that is specific to your studio or school.
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.
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.