• Custom Fields  – Your sign-up form already contains all essential fields, such as first name, last name, email address, etc. Custom fields allows you to collect additional information that's specific to your business. If you'd like to add a custom field to your form, click here for instructions.
  • Default Student Type  This options will be set to "Child" by default. If you primarily teach adults, select "Adult".
  • Default Student Status You can segment and organize new students however you like by choosing "Waiting", "Lead", "Active" or "Trial".
    • Auto-Active – By default, students who sign-up through your website will not automatically be invited to use the Student Portal. If your "Default Student Status" is set to "Active" or "Trial", you'll have the option to use "Send portal login information to student once they are signed up". With this option enabled, students who sign-up through your site are automatically provided an invite to use the Student Portal.
  • Sign-up Fee
    • Collect credit card details on the sign-up form If you use one of TutorBird's payment processing options, you'll have the option to collect credit card details from your sign-up form.

      When collecting card details on sign-up and charging a deposit or registration fee, it is recommended that you add messaging to the registration page notifying the parent that a deposit/registration fee (specify the amount) will be charged to their credit card when submitting the form.
    • Registration Fee – This field is optional, and is only used if you want to automatically create a sign-up fee on the student’s account when they sign-up. You’d use this feature if you charge your students, say a $25 administrative fee when they join your business.
    • Fee Description – This is the description that will appear beside the Registration Fee on their first invoice. You might use something like “Registration Fee”, “Sign-Up Fee”, “Admin Fee”, etc.
    • Deposit   A deposit is a sum of money placed in the Family Account that will be applied towards future lessons or materials (a balance remaining/credit). This option is only available if you collect credit card details on the sign-up form.
  • Text Above Form – This is the information that will appear at the top of the page, above the sign-up form fields.
  • Confirmation Email A confirmation email can be sent to the parents when the sign-up form is completed. An email template for this is available in your Business Settings page.
  • Thank You Message – This is what’s displayed after the sign-up form is submitted. Remember to keep your message informative. Set their expectations by letting the student know when they can expect to hear back from you (i.e. one day, two days, 10 days)