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The portal is a private page where the families you teach sign in to see their lessons, see what they owe, and pay invoices. You never sign in to it. You control everything from inside Harness, using the contact and billing records you already keep.
A family's portal home for a studio: a greeting, a list of upcoming lessons with a can't-attend control on each, and an outstanding balance with the open invoice beside itA family's portal home for a studio: a greeting, a list of upcoming lessons with a can't-attend control on each, and an outstanding balance with the open invoice beside it

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What families see, and what controls it

A person sees only what you have linked to their email. The email on the person is the key. A person with an email can sign in; a person with none cannot.

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Give a family access

1

Add the person as a contact

Go to People → Students → a student → Contacts → Add contact. Search for the person or add someone new, then pick their Relationship to Student. They need an email for the portal.
The Add contact dialog filled in for a new person, Linda Chen (linda.chen@chenhome.net), with Relationship to Student set to Grandmother, Scheduling and Lesson progression ticked, "Email this contact a portal invite" ticked, and the Cancel and Add contact buttons.The Add contact dialog filled in for a new person, Linda Chen (linda.chen@chenhome.net), with Relationship to Student set to Grandmother, Scheduling and Lesson progression ticked, "Email this contact a portal invite" ticked, and the Cancel and Add contact buttons.
2

Choose what they see

In the same dialog, tick Scheduling or Lesson progression under Involved in to share lessons. To share invoices, open the account and choose ⋯ → Add person (or use Attach to an account from the person’s menu on People → Contacts).
3

Send the invite

Leave Email this contact a portal invite ticked, or send it later with Send portal invite from the contact’s menu. 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.
The email is the only switch. Changing it moves access to the new address. Disconnecting the person, turning off their involvement, or taking them off the account removes what they can see. There is no separate on or off toggle.

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Preview what a family sees

Choose View portal from a person’s menu: on a student’s contact card, on People → Contacts, or on an account. It shows that person’s exact portal, read-only. A person with no valid email can’t be previewed: Harness shows Add an email address to continue.

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FAQ

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.
Yes. Add them to the account with Add person without making them involved in any student’s lessons. A grandparent who only pays sees billing and nothing else.
They sign in once with their email and see every student and account that email is linked to, grouped by studio.
A family involved in Scheduling 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.