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Quick Start Guide

Welcome to Conductly! This guide walks you through your first 30 minutes so you can start managing your music school right away. By the end, you'll have your school set up with a location, an instructor, a student, a course, and your first lesson on the calendar.

Before You Begin

Make sure you have your login credentials from your welcome email. If you haven't received one, contact support@conductly.com.

Step 1: Log In to Conductly​

  1. Go to app.conductly.com in your browser.
  2. Enter the email address and password from your welcome email.
  3. Click Log In.

You'll land on your Inbox, which is your home base for notifications and updates.

First-Time Login

New accounts see a Getting Started checklist, opened from the Setup pill in the bottom corner of the app. We recommend following it — it covers many of the steps below.

Step 2: Follow the Getting Started Checklist​

Click the Setup pill in the app footer to open the Getting Started panel. It tracks 11 tasks and checks them off automatically as you complete them:

  • Add a location
  • Create a lesson template
  • Add an instructor
  • Add a student
  • Set up billing rates
  • Connect payment gateway
  • Customize forms
  • Enroll a student
  • Schedule a lesson
  • Schedule a class
  • Send first invoice

Work through the tasks in any order. If you dismiss the checklist and want it back later, re-enable it under Settings > Setup Guide.

Step 3: Add Your First Location​

Locations represent the physical places where your school operates — buildings and the rooms inside them.

  1. Navigate to Teaching > Locations in the sidebar.
  2. Click the Add location button.
  3. Enter a name (e.g., "Main Studio" or "Downtown Building") and choose a Category: Building or Room.
  4. For a building, add the street address; for a room, choose which building it belongs to.
  5. Save the location.
Rooms Within Buildings

If your building has multiple rooms, add each one with the Add location drawer using Category = Room and select the building it belongs to. This lets you schedule lessons in specific rooms and avoid double-booking.

Step 4: Add Your First Instructor​

Instructors are the teachers at your school. Each instructor can get their own login with a trimmed-down view focused on their own schedule and students.

  1. Navigate to Teaching > Instructors in the sidebar.
  2. Click Add instructor.
  3. Enter the instructor's first name, last name, email, and phone.
  4. Select the lessons they teach, then confirm.
Adding an Instructor Does Not Invite Them

As the drawer itself notes, adding an instructor to Conductly does not invite them to the platform. To give them a login, open their profile and click Send Login Credentials — this emails them their credentials so they can sign in.

note

Instructors can only see their own students and schedule — they don't have access to billing, earnings, other instructors' information, or school-wide settings.

Step 5: Add Your First Student​

Students are the learners at your school. They can be linked to guardians (parents) for billing and communication.

  1. Navigate to Families > Students in the sidebar.
  2. Click Add student (or press C on the Students page).
  3. In the Add New Students drawer, enter one student per line as Name, email — the email is optional, and only the name is required. You can paste several lines at once to add multiple students.
  4. Review the list on the second step, then confirm.

New students start with the Prospective status. Everything else — date of birth, phone, instrument, and more — is edited right on the student's detail page after creation.

Adding a Guardian

Guardians are added separately: use Add family on the Families > Guardians page, or the "+ Add" button on the Family Members card of a student's detail page to link an existing guardian. Guardians can pay invoices and manage the family's payment method through the Family Portal.

Step 6: Create Your First Course​

Courses define what you teach — they're the template for your lessons. Think of a course as "Piano Lessons" or "Group Guitar Class."

  1. Navigate to Teaching > Catalog in the sidebar.
  2. Click Add Course.
  3. Step 1 — Enter a name (e.g., "Private Piano Lessons"), choose the course Type, and select the instrument(s):
    • Lesson — One-on-one private lessons.
    • Class — Multiple students in a single class.
    • Program — A broader offering such as a camp or workshop series.
  4. Step 2 — Choose the Format (Online, In Person, or Hybrid), and for Lesson-type courses, select the instructors who teach it.
  5. Step 3 — Choose a Billing Type: Pay in Full, Payment Plan, Per Meeting, or Subscription.

Courses don't have capacity, duration, or schedule fields — capacity is set on the class event when you schedule it, and lesson durations and prices come from your rates. A session (a scheduled run of the course) is created when you put the course on the calendar.

Step 7: Schedule Your First Lesson​

Now let's get a lesson on the calendar.

  1. Navigate to Schedule in the sidebar.
  2. Click the Schedule button and choose Lesson (or Class / Event), or click a time slot on the calendar.
  3. Pick the lesson or class from your catalog.
  4. Add the student.
  5. Set the date, start and end time, and recurrence pattern (e.g., "Every week on Monday").
  6. Choose the location.
  7. Save.

Your lesson now appears on the calendar, and the instructor will see it on their schedule too.

Recurring Lessons

Most private lessons repeat weekly. When you set a recurrence pattern, Conductly automatically generates all future occurrences. You can modify or cancel individual lessons without affecting the rest of the series.

You're All Set!​

In just a few steps, you've set up the foundation of your music school in Conductly:

  • Location where lessons happen
  • Instructor who teaches
  • Student who learns
  • Course that defines what's taught
  • Lesson on the calendar

What to Do Next​

Here are some logical next steps as you continue setting up your school:

Need Help?

If you get stuck at any point, email us at support@conductly.com. We're here to help you get the most out of Conductly.