

What families see, and what controls it
A person sees only what you have linked to their email. Three settings decide it.
The email on the contact is the key. A contact with an email can sign in; a contact with none cannot.
Give a family access
1
Add the person as a contact
Go to Students → a student → Contacts → Add Contact. Enter their First Name, Last Name, Email, and Relationship to Student. The email is required for the portal.



2
Choose what they see
In the same dialog, tick Lesson Details or Lesson Schedule to share lessons. To share invoices, open the billing account and add the contact under Billing recipients (Finances → Accounts → an account → Edit).
3
Send the invite
Leave Email this contact a portal invite ticked, or send it later from the contact’s menu with Send portal invite. The email points them to the portal. They sign in there with their email and a six-digit code. You never do this for them.
Preview what a family sees
Open the contact’s menu on the Contacts tab and choose View portal. It shows that person’s exact portal, read-only. If it reads No portal access, the contact has no email on file.FAQ
Do I have to send the invite before they can sign in?
Do I have to send the invite before they can sign in?
No. Any contact with an email can sign in. The invite is a courtesy that points them to the page. Use Send portal invite again any time they lose it.
Can someone see invoices but no lessons?
Can someone see invoices but no lessons?
Yes. Add them as a Billing recipient on the account without ticking either lesson setting. A grandparent who only pays sees billing and nothing else.
What if one person belongs to more than one of my families?
What if one person belongs to more than one of my families?
They sign in once with their email and see every student and account that email is linked to, grouped by studio.
Can a family cancel a lesson from the portal?
Can a family cancel a lesson from the portal?
A family with the Lesson Schedule setting can mark an upcoming lesson can’t make it. If they give less notice than your late-cancellation window, the lesson rate is charged to their next invoice automatically. Set that window in Invoicing defaults.