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Settings Overview

The Settings page is where you configure every aspect of how Conductly works for your school. Access it by opening the organization menu at the top of the sidebar and choosing Settings.

Settings are organized into sections, each covering a different part of your school's configuration.

Settings Sections​

Settings are grouped into the following categories:

Personal​

  • User Profile — Your personal profile (inline click-to-edit), appearance (Light/Dark/System), and accessibility options.
  • Calendar Sync — Connect your Google account for a one-way sync of your Conductly schedule into a "Conductly" Google calendar. See Calendar Settings for details.

Organization​

  • School Information — Your school's name, logo, contact info, address, website, and timezone. Appears across Conductly and in communications sent to families.
  • Calendar — Double-booking behavior, the calendar's starting hour, make-up credit prompts, and the availability highlight color.
  • Family Portal — Turn the Family Portal on or off, and configure self-service rules for families rescheduling or cancelling their own lessons.
  • Instruments — Toggle which instruments from Conductly's list your school offers (used for student and course tagging).
  • Custom Fields — Add your own fields (t-shirt size, emergency contact, and more) to student, guardian, and instructor records.
  • Closed Dates — Days your school is not open. See Closed Dates.

Billing​

  • Rates and Tuition — Lesson rates and tuition amounts, with overrides and versioning.
  • Semesters — Semester definitions used by semester-frequency tuition and rate/tuition overrides.
  • Payroll — Payroll rules for calculating instructor earnings.
  • Fees — Configurable fees. See Fees & Discounts.
  • Discounts — Multi-student discounts and discount codes. See Fees & Discounts.
  • Invoices — Tax, credit card fee, and make-up credit behavior. See also Payment Settings for payment toggles and your payment gateway, and Reminder Settings for payment reminders.

Operations​

  • Store — Store colors, online booking policy, and school policies.
  • Team — Invite and manage staff members.
  • Reminders — Turn on lesson and payment reminders, and choose email, text, or both for each.
  • Emails & SMS — Email and SMS templates (system and custom). See Email Templates and SMS Templates.

Platform​

  • Subscription — Your Conductly billing and subscription (Owners only).
  • Notifications — Choose which notifications you receive and how you receive them (in-app, email).
  • Background Jobs — Status of bulk background jobs (invoice creation, card charges, credit assignment, calendar updates).
  • Integrations — Organization-wide switch for Google Calendar sync ("Allow staff to connect Google Calendar"), with per-person revoke.

Help​

  • Setup Guide — Re-enable the "Getting Started" onboarding checklist.

Search Settings​

Every settings page has a search bar in its header. Type a setting name — "tax", "autopay", "time zone", "reminders" — and press Enter or click a result to jump straight to the page that has it. Results can match individual settings on a page, not just page titles, so you don't need to know which page a setting lives on.

Search only shows pages you have access to — non-admins only see their personal pages, and Subscription (Owners only) never appears for anyone else.

note

This is separate from Conductly's global search, which finds students, guardians, instructors, locations, courses, and sessions. Settings search only searches within Settings.

tip

When you first set up Conductly, work through these sections in order. Start with School Information to get the basics in place, then move on to Team and Rates and Tuition before configuring billing and scheduling options.