A client is the person who registers and pays, often a parent. Students are the people who attend, listed under their client. One client can have several students, for example siblings. The client's email is also how they sign in to their account on your website.
How to get there
Open Educatify → Clients → Clients.
How clients are created
- Automatically, the first time someone registers on your website.
- When your staff create a registration with New Registration for a new customer.
- By hand, with Add a Client.
Find a client
Type in Search clients to find someone. The list shows first name, last name, phone and email. Click the edit icon to open a client.
The client page
| Section | What you can do |
|---|---|
| Client Detail | Edit First Name, Last Name, Phone and Email. Untick Enabled to stop the client signing in. Type a new password in Set Password and Confirm Password to set their account password, or leave both blank to keep the current one. Click Save. |
| Students under this client | Click Add Student to add a student by first and last name. Use the edit or delete icons to correct or remove a student. |
| Registrations | Every registration this client has made. Click a registration ID to open it. |
Tips
- If a customer cannot get into their account, they can use Forgot Password? on your website's sign-in page, or you can set a password for them here.
- Deleting a client cannot be undone. To stop someone signing in but keep their history, untick Enabled instead.
- What clients see in their account is described in Your customers' client portal.