Skip to main content

Managing Clients on your Branch

Learn how to manage Clients on your Branch here.

Written by Maahi Islam
Updated over 2 weeks ago

Enabling/disabling Clients logging into your branch

Simply toggle the ‘Client login’ checkbox. If this option is enabled, then your Clients will be able to log in to TutorCruncher via your secure URL and access their Client dashboard.

'Client login' checkbox.

Enabling/disabling Clients signing up to your branch

Simply tick/untick the ‘Client signup’ checkbox. If this option is enabled, your Clients will be able to sign up for an account with your branch when booking lessons.

'Client signup' checkbox.

Sending Clients an automated welcome email

If you enable the ‘Send Pipeline Clients a welcome email’ checkbox, then Clients who are in your sales pipeline will automatically be sent a Client welcome email.

'Send Pipeline clients a welcome email' checkbox.

Allowing Clients to create Student profiles

Yes - simply enable the ‘Clients can create their own Students’ checkbox, this will allow your Clients to add Students to their profile from their end. The Student’s paying Client will be set as whichever Client created their profile.

‘Clients can create their own Students’ checkbox.

Did this answer your question?