Help & FAQ

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.

How is our data protected? Can I export it?

See Security, Trust and Privacy for how student and family data is handled. As the owner, you can export your center's data as JSON from the Admin tab at any time.

Still need help? → support@studyfin.ai