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Adding students and inviting them to their portal

For coaches · 3 min read

Every student gets one page for everything about them — lessons, notes, materials, and billing. This guide covers adding one, touring that page, and inviting them to log in for themselves.

Add a student

1
Open Students and click Add a student. open →
2
Name them and pick a subject. open →

Choose Language, Chess, Tutoring, or Something else. Something else still gets full scheduling, notes, and billing — it just skips subject-specific extras like vocab lists or score tracking.

3
Set their level, timezone, and an optional goal.

Timezone drives what this student sees on their own portal; goal is a free-text note you can fill in now or add later.

4
Save, then invite them whenever you're ready.

Add student creates their page — inviting them to a portal login is a separate, optional step you can do right away or much later.

Tour the student hub

5
Open a student to see their hub.

Everything about one student lives on a single page: their name, subject, timezone, and quick actions sit at the top.

6
Switch between the six tabs.

Overview, Lessons, Notes, Resources, Billing, and Messages — each one scoped to just this student.

7
Check Overview for the at-a-glance summary.

Lessons together, upcoming count, subject, timezone, plan, balance, and portal status, plus their latest activity.

8
Use Edit details to change anything later.

Subject, level, timezone, and goal all live behind the same Edit details button you used when adding them.

Invite them to their portal

9
Click Invite to portal on the student's page.

Opens two ways to get them in: copy a link, or send it by email.

10
Copy the invite link, or send it by email.

Copy invite link puts a link on your clipboard to share however you like; typing an address and sending it emails the invite for you, without opening your own mail app.

11
Know what your student sees next.

They follow the link, create their login, and land in their own portal — lessons, recaps, materials, and messages, scoped to them.

Portal status shows as "not joined yet" on their hub until they finish this step.

Add a parent, and keep details current

12
Open Edit details and scroll to Parent / guardian.

Optional — for younger students, it keeps whoever's paying in the loop without giving them their own login.

13
Add a parent email and choose what it's used for.

Turn on "Email them when you save a recap or homework" to notify once per lesson — once it's sent, re-saving a recap never re-sends. A second toggle controls whether the recap and homework text is included in that email, or just a heads-up that one was posted.

Saving the address emails it once to ask whether it would like these — that first email says nothing about your student. Nothing is emailed to a parent until they confirm, and the hub shows you which state you're in.

14
Save changes when you're done editing.

Removing a student is on the same screen but is permanent — it deletes their lessons, notes, and history.

Stuck anywhere in this guide? Head back to Help — the FAQ covers the odd cases, and the report-a-problem button at the bottom reaches a human.