Now that we know what we're looking at, it's time for us to start adding in our users. Your different user types can be found by expanding the People tab of the accordion menu.
The 'People' section of the accordion menu.
There are four main user types - Tutors (the people who provide your tutoring services), Clients (the people who pay for Lessons), Students (the recipients of your tutoring services) and Administrators (that's you!)
Adding your first Tutor
Let's start by adding in our first Tutor - click the 'Tutor' tab from the 'People' section of the accordion menu to open your Tutor list.
An example of a Tutor list.
From here, click the Create New Tutor button to add your first Tutor.
Adding a Tutor.
Fill in their information and click Submit.
Our new Tutor profile.
You can read more about setting up Tutor profiles here - for now, let's create another user.
Adding your first Client
Now that we've added our first Tutor, it's time to add in our first Client. Click the 'Client' tab of the 'People' section in the accordion menu to open up the Client pipeline.
An example of a Client pipeline.
You can select the 'Live' tab to open up a list of your live Clients. For now, we're going to select Create New Client to add in our first Client.
Adding a Client.
Fill in their information and click Submit.
Our new Client profile.
You can read more about setting up Client profiles here - for now, let's add another user.
Adding your first Student
Next we're going to add our first Student. Select the 'Student' tab from the 'People' section of the accordion menu to open up the Student list.
An example of a Student list.
From here, click Create New Student to create your first Student.
Creating a new Student.
Fill in their information - you will also need to specify a Client via the 'Client' dropdown menu - typically this would be the Student's parent/guardian. For our purposes, you can specify the name of the Client profile we just made.
Our new Student profile.
You can read more about setting up Student profiles here.