Choose what the sign-up form asks

Besides a name and a password, your sign-up form can ask for an email, a phone number, guardian details, a photo and a short bio. You decide, field by field, whether each one is asked for and whether it must be filled in.

In this video · 2:36

1. 0:00Three choices
2. 0:51Only email
3. 1:02Email and phone
4. 1:14Only phone
5. 1:33Guardians
6. 1:54On the sign-up page

Read the narration

1. 0:05Besides a name and a password, you decide what the sign-up form asks for, one field at a time.
2. 0:13Open Settings, General, the Members tab, then Configure student onboarding.
3. 0:24The list is under Sign-up fields. The preview on the right always shows the result.
4. 0:30The field members sign in with is always required. Here, that is the email.
5. 0:36Every other field has three choices.
6. 0:39Not shown: the field is left off the form.
7. 0:43Optional: it is on the form, and members may leave it empty.
8. 0:48Required: nobody can sign up without filling it in.
9. 0:53To sign members up with only an email, set the phone number to Not shown.
10. 0:59The form no longer asks for a phone. Keep in mind: members without a phone get no SMS.
11. 1:06To collect both, set the phone number to Required.
12. 1:11Now every member gives an email and a phone. They still sign in with the email.
13. 1:17For only a phone, first set How members sign up to Phone number.
14. 1:22Then set the email to Not shown. These members get no email, so no emailed receipts either.
15. 1:30The form asks for a phone number and nothing else to reach them by.
16. 1:36For school students, ask about a guardian too. Here the guardian phone is Required, for SMS about attendance and results.
17. 1:45Instructors and admins are never asked for guardian details, and their photo and bio stay optional.
18. 1:52Click Save changes.
19. 1:56Now the sign-up page itself, as a visitor sees it.
20. 2:00Optional fields say so. The guardian phone has no such tag: it is required.
21. 2:07With the name, phone and password filled in, Sign Up still stays off…
22. 2:20…until the guardian phone is filled in too.
23. 2:26More guides are at help.lessonq.com.

Before you start

• Who can do this: the academy owner and admins.
• Where: Settings → General → Members → Configure student onboarding, under Sign-up fields.
• Decide how members sign up first (email or phone). That field is locked to Required. See Sign up by email or by phone.

The three choices

Choice	On the sign-up form	Can members leave it empty?
Not shown	Left off. Members are never asked for it, and it can’t be filled in from their account either.	—
Optional	Shown, marked (optional).	Yes
Required	Shown, with no (optional) mark. Sign Up stays greyed out until it’s filled in.	No

The Sign-up page preview on the right of the window shows the result as you change it. Nothing changes for members until you click Save changes.

The fields

Field	What it’s for	Default
Email	Email messages: receipts, announcements, results. Locked to Required when members sign up with email.	Optional
Phone number	SMS messages. Locked to Required when members sign up with phone.	Optional
Guardian name	Who to name when you contact a guardian.	Optional
Guardian phone	Where guardian SMS about attendance, results and announcements go.	Optional
Guardian email	Where guardian emails about attendance, results and announcements go.	Not shown
Profile photo	Shown beside the student everywhere in your dashboard.	Optional
Bio	A short note the student writes about themselves (up to 500 characters).	Optional

Name and password are always required and aren’t in the list.

Common setups

Only an email

Students sign up with email, and you never ask for a phone.

1. How members sign up: Email.
2. Phone number: Not shown.
3. Click Save changes.

Caution

Members without a phone number get no SMS from you, and can’t verify a phone. Guardian SMS still works if you ask for a Guardian phone.

Email and phone, both required

Students sign in with email, and every one of them also gives a phone number.

1. How members sign up: Email.
2. Phone number: Required.
3. Click Save changes.

A required phone is collected, not checked. To make members prove it’s really theirs with an SMS code, also set Phone verification to Required. See Make members verify their phone or email.

Only a phone number

Students sign up with a phone number and an SMS code, and you never ask for an email.

1. How members sign up: Phone number.
2. Email: Not shown.
3. Click Save changes.

1. Phone (used to sign in): the only contact asked for.
2. Guardian phone: no (optional) mark, because it’s Required here.
3. Sign Up stays greyed out until every required field is filled in.

Caution

Members without an email get no emails at all, including receipts and invoices by email. They still see everything in their account. If you need emailed receipts, set the email to Optional or Required instead.

Phone to sign in, email if they have one

How members sign up: Phone number, Email: Optional. Members who have an email get your emails; those who don’t still join with their phone.

Guardian details

For school and college students, ask about a guardian:

• Guardian phone: Required makes sure attendance, result and announcement SMS reach the family.
• Guardian email is Not shown at first; turn it on if parents prefer email.
• Guardian details are never asked of instructors or admins.

Unlike a student’s own number, a guardian phone can be the same for several students, so siblings can share their parent’s number here.

Instructors and admins

New instructors and admins join through an invitation and fill in a similar form:

• They follow your email and phone settings, and sign up the same way as students (email or phone).
• They’re never asked for guardian details.
• Their photo and bio are always optional, whatever you set for students.

Members who already joined

• A field you change from Optional to Required doesn’t lock anyone out: members who joined without it can still sign in, enrol and pay. The next time they edit their profile, they’ll need to fill it in before saving.
• A field set to Not shown disappears from the sign-up form and from members’ profile forms. Nothing a member already saved is deleted.
• If you switch how members sign up, members who joined before keep signing in their old way, and the new sign-in field stays visible on their account so they can add it.

What if…

The Sign Up button stays grey for a student. A required field is still empty, or something is typed wrong (an incomplete phone number, an email without @, passwords that don’t match, a password under 8 characters). Each wrong field says what’s wrong once the student moves to the next one.

I can’t change the Email (or Phone) field. It’s the field members sign in with, so it’s locked to Required. Change How members sign up first.

I set Phone to Required, but students’ numbers aren’t verified. Required only means they must type one. To check it by SMS code, turn on Phone verification.