A contact portal link opens a read-only page. The customer’s link shows everything. A student’s link shows lessons only. To create the links, follow Share lessons with a student through the contact portal.

Open a portal page as they see it

  1. Select Contacts in the sidebar.
  2. Select the customer or one of their students.
  3. Find the Contact portal card at the top of the page. It shows how many links are active.
  4. Select Manage. A dialog lists every link for that customer and their students.
  5. Select Copy next to the link you want to check.
  6. Open a private browser window and paste the link.

Use a private window so you see the page signed out, like they do.

The Ringo’s links dialog with Maureen — everything and Ringo — lessons only, each with a QR code, an expiry date and Last opened 25 Oct

To check the customer’s page, you can skip the dialog. Copy link in the Contact portal card copies the customer’s link, and Open page opens it in a new tab.

Opening a link yourself updates its Last opened date.

What the customer sees

The customer’s page starts with “Your account with” your name, then “Hello” and their name.

A customer’s portal page with the Next lesson, To pay and Direct Debit cards, upcoming lessons for Bilbo, two invoices marked Open and Paid, and Bilbo’s QR code

Section Shows
Next lesson The date, time and student of the next lesson, or “None scheduled”.
To pay The total of all open invoices, or “Nothing to pay”. Pay now opens the payment page. With more than one open invoice, it opens the one due soonest in the list.
Direct Debit The Direct Debit status: Not set up, Awaiting confirmation, Active, Cancelled, Expired or Failed.
Upcoming lessons Every lesson in the next eight weeks for the customer’s students, grouped by month.
Invoices The 50 most recent invoices, with the amount and status. Draft invoices do not appear.
Lesson links A QR code for each student’s lessons-only page, with Open page and Copy link.

For what each status means, see Invoice fields and statuses and Payment and mandate statuses.

Check an invoice

  1. Select an invoice in the Invoices list.
  2. Read What this covered. Each line is one lesson and its amount.
  3. Read Payments, if it appears. It lists the payments made against the invoice. Your fees are not shown.

An open invoice has a Pay button with the amount. It opens the same payment page as the invoice email.

An open invoice in the portal showing six Guitar Lesson lines under What this covered and a Pay £126.00 button

What a student sees

A lessons-only link shows Upcoming lessons and nothing else. It shows no invoices, amounts or Direct Debit status.

A student’s portal page showing only Upcoming lessons

On a phone

The page fits a phone screen. Only the To pay card stays at the top. The next lesson is the first row in Upcoming lessons, with a Next label. The list shows four lessons, then a Show more button. The Direct Debit status moves to its own Direct Debit section below Invoices.

The customer’s portal page on a phone, with To pay at the top, four lessons and Show more, the invoice list, the Direct Debit section and Bilbo’s lesson link

A link that has expired shows “This link has expired” and “Ask your teacher to send you a new one.” Links expire 90 days after you create them.

A link that you revoked, or that was mistyped, shows “Sorry, this link is not valid”.

The portal page for a link that is not valid, with the message Please check the link and try again

Select Manage in the Contact portal card on the contact’s page. Then:

To Select Result
Replace one link Regenerate next to it The old link stops working. A new link appears. The other links keep working.
Switch off one link Revoke next to it The link stops working at once.
Add links for new students Refresh links New students get a link. Links that work stay the same.
Send the links again Email links The customer gets an email with every link and QR code.

After Regenerate or Revoke, send the new link to whoever uses it.