Invite a teacher and link their instructor record

Before you invite

Instructor records are used for scheduling. Team accounts let people sign in. Creating an instructor record does not send an invitation or use a staff seat.

Your own account counts toward your plan's included seats, and pending invitations reserve seats. Check Settings → Billing if you need another seat.

Send the invitation

1. 1

   Open Settings → Team & access.

2. 2

   Under Invite a team member, enter the teacher's email address.

3. 3

   Select Send invite.

4. 4

   Ask the teacher to open the invitation email. They should create an account using the invited email address and verify it, or select Sign in if they already have an account.

5. 5

   Check that they appear under Members.

Link their instructor record

The instructor's contact email does not create this link automatically. A team account already linked to another instructor cannot be selected.

1. 1

   Open Instructors.

2. 2

   Find the teacher, open their row's actions menu, and select Edit. If needed, create their instructor record first.

3. 3

   Under Team account, select their accepted team account.

4. 4

   Select Save changes.

Assign their teaching sessions

Assign the instructor to the classes or weekly sessions they teach. Keep their instructor status Active. They can then open an assigned session from Calendar to manage its bookings and record attendance for today's or earlier sessions.

The owner continues to manage recurring schedules, capacity, charges, and payments. Linking an instructor record does not give the teacher owner access.

If the teacher is missing from the picker

1. 1

   Check that they have joined and appear under Members, rather than Pending invitations.

2. 2

   Check that they used the invited email address.

3. 3

   Check whether their account is already linked to another instructor.

4. 4

   If an invitation needs replacing, cancel it under Pending invitations and send another.