Help center
How can we help?
Answers for studio owners, teachers, students and parents.
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Getting started
Set up your studio in Clefsy: students, teachers, card payments, your booking page and where you teach.
- How do I add a new student?
- How do I add a teacher or instructor?
- How do I connect Stripe to accept card payments?
- What is my public booking page and where do I find the link?
- Can I import my existing schedule from Google Calendar or Outlook?
- How do I change my studio’s name or logo?
- How do I add a studio location?
- How do I change where I teach after setup?
- Does my booking page show my street address?
- Can I set up my studio from my phone?
- The import said some rows did not come in. Where do I see which?
Scheduling
Booking, rescheduling and canceling lessons, recurring lessons, attendance, calendars, classes, waitlists and events in Clefsy.
- How do I connect Zoom, use it for online lessons, or remove it?
- How do I set my studio’s hours or availability?
- How do I reschedule a lesson?
- How do I cancel a lesson?
- How does the late-cancellation charge work?
- How do I email my open lesson times to students?
- How do waitlists work for a full class?
- How do I set up an event or recital?
- Can I sync my lessons to my own calendar app?
- Can my students or their parents get calendar invites?
- How do I book a lesson for a student?
- How do I set up recurring weekly lessons?
- How do I take attendance or mark a lesson completed or a no-show?
- What happens to booked lessons if I turn off a place?
- How do I change the start times on my calendar and booking page?
- How do I choose whether new bookings need my approval?
- What happens when I connect Google Calendar?
- How do I check people in at an event?
- How do I take attendance for a group class?
- How do I offer a canceled lesson time to other students?
- How do I close out today’s lessons?
- How do I change where a lesson is, or make it online?
- How do I block a day and reschedule everyone at once?
- How do I copy last year’s recital or repeat an event?
- How do I add a photo to my event page?
- Can I set a deadline for ticket refunds?
- How do I add rooms so two lessons can run at once?
- How do I say I teach online?
- How do I book a lesson?For students and parents
- How do I reschedule a lesson?For students and parents
- Will I be charged if I cancel late?For students and parents
- Why does my booking say “request” instead of booked?For students and parents
- How do I join a group class?For students and parents
- Can I add my lessons to Google or Apple Calendar?For students and parents
- What does the “I’ll be there” button in my reminder do?For students and parents
- If I cancel, do I get the lesson back?For students and parents
- How do I book a lesson for my child?For students and parents
- How do I sign up for a recital or event?For students and parents
- Can I ask for the same time every week?For students and parents
- Why is there no Reschedule button on my lesson?For students and parents
- A seat opened up on the waitlist. What do I do?For students and parents
- Where do I see my past lessons?For students and parents
Billing and payments
Invoices, payment links, card payments, packages, refunds, autopay and reports in Clefsy.
- How do I create a package?
- How do I sell a package to a student?
- How do I send a student a payment link?
- How do I mark a lesson as paid?
- How do I issue a refund?
- Can students pay with Venmo, Zelle, PayPal or Cash App?
- How does billing and invoicing work?
- Where do I see my studio’s reports?
- How does package auto-renew work?
- How do I see who owes me money?
- Can I charge flat monthly tuition instead of per lesson?
- How do I see a profit and loss statement?
- What can I export for my accountant?
- How do I add a one-off charge to someone’s next invoice?
- How do I log an expense or a receipt?
- How do I send payment reminders to everyone overdue at once?
- How do I pay my bill?For students and parents
- Can I see my next invoice before it’s due?For students and parents
- What does "Owed now" mean on my Payments page?For students and parents
- How do I save or remove a card?For students and parents
- How do I turn off package auto-renew?For students and parents
- How do I turn autopay on or off?For students and parents
- How do I buy a lesson package?For students and parents
- How many lessons do I have left?For students and parents
- I have a credit on my account. How do I use it?For students and parents
- Where can I see what I’ve paid, or get a receipt?For students and parents
- How do I buy or redeem a gift?For students and parents
- How do I print or download an invoice?For students and parents
Students and families
Students, parents and families in Clefsy: invites, the student portal, minors, messages, reminders and emails.
- How do I invite a student or parent to the portal?
- How do minors and guardian consent work?
- How do family accounts work?
- How do I message my students or send a broadcast?
- How do I delete a family or a contact?
- Can a teenager make their own bookings?
- How do I archive or delete a student?
- How do I turn automatic reminder emails on or off?
- How do I stop one kind of email, or pause emails for a while?
- Can I change the wording of the emails my students get?
- Can my emails come from my own domain?
- How do I add my own fields to student profiles?
- How do I control what students can see in their portal?
- Do a child’s lesson emails go to their parent?
- How do I edit my waiver and make everyone sign it again?
- When does a student count as inactive?
- How do I merge two records for the same student?
- How do I find students who belong in the same family?
- How do I share lesson notes or send a lesson recap?
- How do I edit a student’s details?
- How do I remove a student’s portal access?
- How do I email everyone with a tag?
- Why do I have to sign a form before I can see my portal?For students and parents
- Why can’t I book a lesson for myself? It says a parent books.For students and parents
- How do I turn off lesson reminders or other notifications?For students and parents
- How do I message my teacher or the studio?For students and parents
- Where do I find what to practice, and how do I log practice?For students and parents
- Where are the files or recordings my teacher shared?For students and parents
- I have more than one child. How do I switch between them?For students and parents
- My teenager is stuck on “A parent or guardian needs to do this.” What now?For students and parents
- I unsubscribed but still get lesson emails. How do I stop texts or emails?For students and parents
- My portal says it’s unavailable or my access was turned off.For students and parents
- Do my child’s emails come to me?For students and parents
- How do I add my other child?For students and parents
- Can my teenager have their own login?For students and parents
- Where can I read my studio’s cancellation policy or waiver?For students and parents
- Can I get reminders by text?For students and parents
- I’m the parent. How do I get texts from the studio?For students and parents
Teachers
For teachers using Clefsy: your schedule, hours, lessons, notes, payments, earnings and your profile.
- How do I pay my teachers or set a teacher’s pay rate?
- Will I be told when a teacher cancels a lesson?
- How do I get into my instructor account?For teachers
- My invitation link says it has expired or is no longer active.For teachers
- Why do I have to sign a studio agreement before I can use the portal?For teachers
- I teach at more than one studio. How do I switch?For teachers
- Where do I see my teaching schedule?For teachers
- How do I set my teaching hours?For teachers
- How do I take time off? Will my lessons be canceled?For teachers
- How do I mark a lesson as taught or a no-show?For teachers
- How do I cancel one of my lessons?For teachers
- How do I reschedule a lesson?For teachers
- Can I book a new lesson for a student?For teachers
- Where do I write lesson notes, and does the student see them?For teachers
- A student paid me in cash or Venmo. How do I record it?For teachers
- Can I send a payment link or charge a student’s card?For teachers
- Can I change what a student is charged for a lesson?For teachers
- Where can I see how much I have earned?For teachers
- How do I change my pay rate, or find out when I will be paid?For teachers
- Which students can I see? Can I see other teachers’ students?For teachers
- Can I update a student’s phone number or address?For teachers
- How do I approve a student’s reschedule or cancellation request?For teachers
- A new student requested a lesson with me. Can I approve it?For teachers
- A lesson was canceled. Can I offer that time to my other students?For teachers
- How do I take attendance for my group class?For teachers
- Can I create an event like a workshop or recital?For teachers
- How do I see my lessons in Google Calendar or Apple Calendar?For teachers
- How do I change my notifications or get a daily agenda email?For teachers
- My account says "Account deactivated", or I was put on break.For teachers
- How do I set up my public profile and photo?For teachers
- How do I see who owes me money?For teachers
- How do I close out today’s lessons?For teachers
- Can I attach a file or a link to a lesson?For teachers
- Can I add a student?For teachers
- How do I change or remove my weekly hours?For teachers
- I chose Save and reschedule. What happens next?For teachers
- How do I delete my account?For teachers
- Can I edit my profile on my phone?For teachers
The apps
The Clefsy app for iPhone and Android and the mobile site: what each does and where to find things.
Plans and pricing
What Clefsy costs: the Solo, Encore and Ensemble plans, the free trial, texts and referrals.
- Do text message reminders cost extra?
- How do referrals work, and where is my referral link?
- Can I text a student whose number is outside the US or Canada?
- Can I use Clefsy outside the US?
- What does Clefsy cost, and what’s included in the free trial?
- How many texts and assistant messages have we used this month?
- What are the limits on each plan?
Account
Signing in, your team and roles, switching studios, exporting your data and closing an account in Clefsy.
- How do I export or download my data?
- How do I cancel my subscription or close my account?
- Can I pause my plan for the summer or a break?
- How do I sign in? I forgot my password.
- Can I turn on two-step sign-in?
- How do I give a staff member their own login to my studio?
- What is the difference between Admin, Front desk, Teacher and Viewer?
- How do I create a custom role, like Office manager or Bookkeeper?
- How do I remove someone from my studio team?
- How do I hand my studio over to someone else?
- Why does Settings say "Only the studio owner can change this"?
- How do I delete just one studio and keep my login?
- Will my studio be deleted if I stop using it?
- Where do studio alerts and student replies get sent?
- How do I change the email or phone I sign in with?
- Can I see who changed a lesson, or undo it?
- How do I switch between my studios?
- How do I sign out?
- How do I sign in to my student portal?For students and parents
- It says it can’t find an account for my email. What do I do?For students and parents
- How do I update my phone number, address or emergency contact?For students and parents
- How do I delete my account or get a copy of my data?For students and parents
- My invitation link expired or doesn’t work.For students and parents
- I take lessons at two studios. How do I switch?For students and parents
Still stuck?
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