Memberships students can join

How it works

A membership is a set number of lessons over a term, paid monthly. You can show a membership to your students. They see it in their portal, read the price and the terms, and ask to join. Nothing is charged when they ask. You pick their start day and teacher, and Clefsy enrolls them.

Showing a membership needs the Encore or Ensemble plan, or the free trial. You can always hide one.

Show a membership

Every membership starts Hidden, including the ones you made before, so no student sees one until you choose to show it.

1. Go to Memberships in the sidebar, under Business.
2. Click a membership to open it. Or click the ⋯ on its row and choose Who can see it.
3. Under Who can see it, pick Public, Invitation only or Hidden.
4. For Invitation only, search for each student you want and add them.
5. Click Save plan in the membership, or Save in Who can see it.

• Public: every student sees it and can ask to join.
• Invitation only: only the students you pick see it and can ask to join.
• Hidden: no student sees it. You can still enroll anyone yourself.

The Memberships list has a Who sees it column, and you can filter by it. An archived membership has to be turned back on before you can show it.

What students see

In their portal, a student finds the memberships you show them on the Memberships page, under Memberships you can join. On the phone site, they are on the Packages page. Each membership is a card with:

• its name and monthly price;
• the lessons in a term and how long each one is;
• the commitment (month to month, a minimum, or the whole term), when to cancel by, and the make-up rules;
• everything you wrote under What’s included, in full.

A membership they are already on says Current.

How a student asks to join

1. The student clicks Request to join on the card.
2. A short window opens. They can write A note for your studio (optional), such as days and times that suit them or a teacher they would like.
3. They click Send request.

Nothing is charged. The card then says Requested, and they can take it back with Withdraw request until you answer. A parent or guardian can ask for their child from their own login.

How you hear about it

When a student asks, you hear about it three ways:

• The bell: the request is under Waiting on you, such as “asked to join Annual”, with Review.
• A push notification titled “Membership request”, on your phone if you use the Clefsy app.
• An email to the owner titled “Membership request” with the student’s name. It shows the membership, its price and their note, with a Review the request button.

Answer a request

Go to Memberships and click the Requests tab. Each request shows the student, the membership, its price, the day they asked and their note. If a parent asked, it says “Asked by their parent or guardian”.

To say yes:

1. Click Review and enroll (Review on a phone).
2. Pick the day it Starts, today or later.
3. Pick their Teacher. That teacher becomes their main teacher.
4. Click Enroll.

Clefsy enrolls them just as Enroll a student does. If the membership has a contract, it waits in their portal to be signed. The first payment is billed as an invoice when the term starts, and they are emailed what they agreed to. They turn on autopay themselves from their portal’s Payments page.

To say no: click Decline. You can write a note to the student if you like. Then click Decline request. The student sees that you declined on their Memberships page, with your note if you wrote one. No email is sent, and they can ask again later.

When a student can’t ask

Some students see a sentence on the card instead of Request to join:

Contact support

Send us a message from our contact page and a person will answer. Support hours are Monday to Friday, 9 AM to 5 PM Pacific, and we reply within one business day. Already using Clefsy? Open Support → Contact our team in the app.