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 > Company Details > Branch Details) and you have 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.
Click Submit.
Note: You will need the 'Client Welcome Email' Email Definition enabled for the welcome email to send. You can check this via System > Settings > Email Definitions.
You can also add multiple Clients at once using the Import function, via System > User Import or the Import button on People > Clients. This lets you upload Client profiles from a spreadsheet, and updates anyone already on your system rather than duplicating them. Clients can also sign themselves up via your website, as covered in the questions below.
Note: Clients added by an Import are not sent a welcome email.
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 via People > Clients > select the Client > Communications and clicking the Resend Welcome Email button. You can only resend a welcome email if the Client has not logged in already, and the button is unavailable if the Client has no valid email address on their profile.
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, go to People > Clients > select the Client > Actions > Add as Student. This creates a Student profile using the data already on the Client's profile.
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, there are several ways in which a prospective Client could sign up:
Sign up via Client signup link: Your company has a link that prospective Clients can use 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.
Sign up via Socket for online Lesson booking: If you are 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 on your website.
An example of a Client signup portal.