Running your center on Studyfin
Short, practical answers for center owners and coaches. Can't find it? Email support@studyfin.ai.
Getting started
How do I start a center?
Go to Start your center and sign in with a Google account — you become the owner/admin. Your free trial covers up to 2 coaches and 20 students. A setup checklist on your dashboard walks you through the first steps.
What's the setup checklist?
A banner at the top of your dashboard that tracks the five things to get running: invite a coach, add a student, set your rates, connect online payouts, and add your branding. Each step links straight to the right screen, and it ticks off as you go.
Coaches
How do I add a coach?
In the Coaches card, enter their email and send the invite. They sign in with that Google email at center-coach.html and get their own workspace and students.
How do I control what a coach can do?
In the Admin tab, toggle each coach's permissions — "can schedule" and "can invoice". Coaches only ever see and manage the students you assign to them.
Students
How do I add students?
Add them one at a time in the Students card, or bulk-import by pasting spreadsheet rows (name, grade, email). You can also convert a lead from the CRM into an enrolled student in one click.
How do I assign a student to a coach?
On the roster, pick a coach from the dropdown next to the student. That coach then sees the student on their dashboard.
Scheduling & attendance
How do I schedule sessions?
From a coach's My schedule or the admin Schedule tab, pick the coach, students, subject, time and length. Choose "repeat weekly for N weeks" to create a standing slot. A week calendar view shows everything at a glance.
How does attendance work?
After a session, mark it Complete (counts toward payroll and the family's invoice), No-show (not billed), or set per-student present/late/absent for group sessions. Automated email reminders can be enabled for your center.
Getting coaches paid (payroll)
How do I pay my coaches?
Set each coach's hourly rate in the Payroll tab. The payroll report totals completed hours × rate for the period. "Pay coaches now" sends Stripe transfers to each coach's connected account. Coaches set up their own payout account from their page ("Get paid").
Invoicing & family payments
How do I bill families?
Set a tuition rate, then generate invoices from completed sessions in the Invoices tab. To take cards online, do a one-time "Set up card payments" (Stripe Connect) — funds go directly to your bank, and each unpaid invoice gets a payment link to send the family. You can also add a tax rate, coupons, late fees, or recurring/auto invoices.
Can families pay online and see receipts?
Yes. Once card payments are on, a parent can pay a child's invoice by card from their own dashboard, and a branded printable receipt is available for any paid invoice.
Prepaid packages
How do prepaid hour packages work?
Define bundles (name, hours, price) in the Invoices tab. Grant hours to a student manually, or let a parent buy hours by card. Balances are tracked, and completed sessions can draw down the hours.
Branding
Can I use my own brand?
Yes — upload your logo and set a display name, tagline, accent color and email "from" name in the Branding card. Your brand appears across the admin, coach, student and parent screens.
Reports & CRM
What can I see in Reports?
The Reports tab shows monthly revenue, coach utilization, retention, and top students by lifetime value, plus CSV exports for roster, invoices and sessions.
Is there a way to track prospective families?
The Leads (CRM) tab is a simple pipeline (new → contacted → trial → enrolled → lost) with follow-up tasks and one-click convert-to-student.
Messaging
Can parents and coaches talk?
Yes — a parent and their child's coach can message 1:1 about the student (moderated). An admin can also broadcast an announcement to all families from the Admin tab.
Your Studyfin plan & data
What does it cost?
The free trial covers 2 coaches / 20 students. Beyond that it's per-coach seat billing, which you manage or cancel yourself. For the current price, see the pricing shown when you add billing.
Still need help? → support@studyfin.ai