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Onboard Your First Student

This guide takes you from adding a brand-new student all the way through to sending the first invoice. By the end, the student is in your system, a parent is connected, and billing is underway.

Before you start

Section titled “Before you start”

Make sure you have:

  • A Clefora teacher account (signed in via Google or Apple SSO)
  • Billing connected (see Set up billing)
  • The student’s name, instrument, and parent’s email address

Add and set up the student

Section titled “Add and set up the student”

  1. Add the student

    Go to Hub → Students and select Add Student. Enter the student’s first name, last name, and date of birth (optional).

  2. Set the instrument and level

    On the student’s profile, select Instrument and choose from the list (e.g. Piano, Violin, Guitar). Set their current level or grade if applicable.

  3. Create the first lesson

    Go to the student’s profile and select Schedule → New Lesson. Pick a date, time, and duration. Add any notes about what you plan to cover.

    Use the lesson form on the student’s profile or from Calendar → New Lesson.

  4. Invite the parent

    On the student’s profile, select Invite Parent. Enter the parent’s name and email address. Clefora sends an invitation email with a link to create an account and connect to their child.

  5. Send the first invoice

    Go to Hub → Invoices and select New Invoice. Choose the student and the billing period. Review the amount and select Send.

    The parent receives an email and in-app notification. They can pay directly through Stripe.

Confirm everything is connected

Section titled “Confirm everything is connected”

After completing these steps, verify:

  • The student appears in your Students list with the correct instrument
  • The lesson shows on your Calendar
  • The parent has accepted the invitation (check Students → [Student] → Parents)
  • The invoice status shows as “Sent” under Invoices

Next steps

Section titled “Next steps”