Overview
Students and clients access their portal with a secure email sign-in link. They do not need a traditional password unless they have created one separately.
Portal access is tied to the email address saved on the client record. The student should use the same email address the studio has on file.
How to invite a student to the portal
Open the client record, confirm the email address is correct, then use the portal invite option from the client profile.
The student should receive an email or portal link that brings them to the student portal sign-in flow.
What the student sees
When the student opens a portal link, they may be asked to enter their email address and request a secure sign-in link.
They should enter the same email address listed on their client record.
After they request the link, they should open the newest email and click the secure sign-in link. Older links may expire or stop working after a newer link is requested.
If the student cannot get in
Check the following:
- The client record has the correct email address.
- The student is entering that exact email address.
- The student is using the newest sign-in email.
- The email did not go to spam or junk.
- The student is opening the link on the same browser/device when possible.
If the portal still does not open
If the student can sign in but does not see the correct portal, confirm that the client record is linked to the portal user. In normal use, DanceFlow attempts to link the portal account automatically after sign-in when the email matches the client record.