Within a Student's profile page, found via People > Students > select the Student, you will find a panel titled 'Associated Clients'. This is a list of all Clients who are associated with this Student's profile. By default, the Student's main Paying Client will be listed here, but you can add more via the Add button. This will open the 'Add Client to Student' panel, from where you can select a Client to associate with the Student alongside their given permissions.
Adding an Associated Client to a Student's profile.
By default, Associated Clients will be able to view a Student's profile alongside any Lessons that the Student has been assigned to. The other permissions an Associated Client can be given are as follows:
Accounting Permissions: This allows the Associated Client to view all accounting data to do with the Student, alongside receiving and paying Invoices sent for the Student's tutoring.
Lesson Booking Permissions: This allows Associated Clients to cancel and book Lessons for the Student. Whenever an Associated Client books a Lesson, emails are sent to the Associated Client and the paying Client. The Student's Lessons will also be viewable from the Associated Client's Calendar.
Access to Lesson Reports: This allows Clients to receive and have access to the Student's Lesson Reports. This also means that any Associated Client with access to Reports and accounting permissions will receive Reports alongside Invoices.
Associated Clients can access the whiteboard integration on a Lesson via the whiteboard link found in the 'Upcoming Lessons' panel on their Dashboard.
Alternatively, Lesson Reminders containing a link to the online classroom can be sent via email and SMS to Associated Clients as well, provided that the 'Send to Associated Clients' checkbox is enabled in the Reminder's settings via System > Settings > Communications > Lesson Reminders.
Note: Associated Clients can still receive emails regardless of whether or not they have a TutorCruncher login. To create an Associated Client that does not have a login of their own, create their Client profile via People > Clients > Create New Client, enter their email address, and set their status to 'Prospect'. If 'Send Pipeline Clients a Welcome Email' is disabled via System > Settings > Company Details > Branch Details, they will not receive the Client welcome email. Once the permissions have been set for the Associated Client's profile, they will be able to receive emails pertaining to the Student without having their own TutorCruncher login.