Follow these steps to create a Client:
Navigate to People > Clients.
Select Create New Client.
Fill in the Client's details.
If your branch allows Client login, (this can be specified via System > Settings > Branch Details) and you've added an email address when creating the profile, your new Client will receive a welcome email with a link to create a password to log in. Note that you will need to have the ‘Client Welcome Email’ Email Definition enabled for this to work.
Submit.
You can also import multiple Clients using the Import function. This will allow you to upload multiple Client profiles quickly and easily. Clients can also sign themselves up via your website.
Note: The welcome email expires after three days, at which point the set password link will no longer work. You can resend a welcome email by navigating to the Client’s profile and selecting the Send Email button under the Communications tab. This will open a dropdown menu with an option to resend the welcome email. Please note that you can only resend a welcome email if the Client hasn’t logged in already.
Frequently Asked Questions
What if my Client is also receiving Lessons from my company?
If you would like to also add your Client as a Student, you can do so by navigating to the Client's profile before selecting Actions > Edit Profile and selecting 'Add as Student' from the dropdown menu.
Adding a Client as a Student.
Can Clients sign themselves up?
Yes - if you have ‘Client signup’ enabled via System > Settings > Company Details > Branch Details, then there are several ways in which a prospective Client could sign up:
Sign up via Client signup link: Your company has a link that can be accessed by prospective Clients to sign themselves up and create their own profiles. You can find your company’s signup link (alongside other helpful URLs) via System > Settings > Company Details > Company Details.
An example of a Client signup portal.
Sign up via Socket for online Lesson booking: If you’re using the TutorCruncher Socket for online Lesson booking, your Clients will be prompted to create a new account when booking a lesson via your website.
Sign up via Socket for Client enquiry form: You could also use the TutorCruncher Socket to create a Client enquiry form via your website.