Send a Sign-Up Link

New people join your school by creating an account from your sign-up link. You can email them an invitation, copy a link to send yourself, or put a sign-up form on your website.

Invite one person by email

1. Open Customers and click Add Customer.
2. Enter their Full name and Email, and pick their Role (customer category).
3. Click Send Invitation.

They're added to your dashboard right away and get an email with a Create your account button. If you leave out the email, they're added without an invitation.

To invite an instructor or office admin, open Settings > Members & Invitations, click Send Invite, and choose Customer, Instructor, or Office Admin.

Copy a sign-up link

1. Open Settings > Members & Invitations.
2. Under Sign Up Links, click Copy next to Customer signup link, Instructor signup link, or Office admin signup link.
3. Paste it into an email, text, or a button on your website.

Sign-up links are for people joining your school for the first time. Anyone who already has a Sky Schedule login should sign in instead.

Resend to someone already on your list

Open their profile, click Account, then Send sign-up link. Confirm with Send invite.

Embed sign-up on your website

1. In Settings > Members & Invitations, go to Website.
2. Turn on Require approval for new accounts. The embed code stays locked until you do, so strangers can't get into your school without your OK.
3. Choose Who can sign up: Customers & instructors, Customers only, or Instructors only.
4. Adjust the width, height, theme, and wording if you like.
5. Click Copy Code and paste it into your website.

Approval

When Require account approval is on in Settings > General, new customer sign-ups wait for you before they can sign in. Instructor and office admin sign-ups always need approval. See Approve Sign-Ups and Review Onboarding.

Tips

• Instructors can add customers when Instructors invite customers is on in Settings > General.
• Pair the invite with an onboarding form so new customers upload documents and sign policies before their first lesson.

Troubleshooting

• "Approval required." Turn on Require approval for new accounts before copying embed code.
• "Could not add person." The email may already belong to someone in your school. Search Customers first.