Navigation

• From the sidebar, click Students to open the Students page. Once there, select Add Student to access the add student form.

• From the sidebar, you can also click Create New → Add Student to go directly to the add student form.

• To bulk add students, you can import them from the Import page.

• Students and families can self-register using your personal sign-up page. This page can be configured under Settings → Account Portal.

Sign-Up Form

Enable a customizable sign-up form on the account portal to register new students. The student details will automatically be added to your Cadence Calendar account for a seamless experience.

Add Student Form

To add a new student, open the Add Student Form and fill in the required details:

1. Student Information

   Enter the student's first and last name (required), along with their email address, phone number, default lesson length, and pricing information.

   • Choose a Billing Type:

     • Per Lesson - Automatically creates a charge for each lesson.

     • Fixed Rate - Use the "Add Charge" form for recurring or one-time charges.

   • Organization admins also see an optional School field for recording the student's school or program name. This field is only shown for organizations and is not required.

2. Primary Contact

   • If the student should receive invoices and communication directly, toggle "Set Student as Primary Contact."

   • Otherwise, add a Primary Contact (required) and optional Secondary Contact with their names, emails, and phone numbers.

3. Groups

   If applicable, assign the student to an existing group from the dropdown.

4. Accounts

   • Choose whether to create a New Account for the student or link them to an Existing Account. The existing account option is typically for siblings belonging to the same family.

   • For new accounts, complete the contact information fields.

   • For existing accounts, simply select from the list of available accounts.

5. Submit

   When you're ready, click Submit. The student will be created, linked to their account, and ready to be scheduled for lessons.

Tip: Primary contacts are the default recipients for invoices and lesson reminders, but student emails and phone numbers can also be used for direct communication.

Note: You can also add or update a student's school from the edit student form after the student has been created.