Noto

Your Member Portal

A short guide to everything you can do in your new portal

You can find this guide any time in the Resources tab of the portal.

Getting around

Six tabs run along the bottom of the screen.

Calendar

The calendar is the home screen. It shows the week at a glance, with a dot under any day that has a session. Your time zone is displayed at the top right.

Below the calendar you will find three sections you can expand:

• Session notes, notes from your instructor

• Past sessions, everything already completed

• Future events, everything coming up, listed by date with times

SCREENSHOT Calendar tab, showing the week strip, Schedule session button, and Future events

Requesting a session

Tap Schedule session at the top right.

1. Choose the student first. The remaining options depend on this, so always start here.

2. Then choose the lesson type, the instructor, the session length, and whether it is online or in person. These should already be filled with the options available to you.

3. Once all of these are selected, your instructor’s availability appears on the calendar. Days with a dot have open times.

4. Tap a day, then pick a time from the Available Times list on the right.

5. Review the details on the confirmation screen. If there is anything your instructor should know before the session, add it under Notes for the instructor.

6. Tap Confirm and Book.

SCREENSHOT Self Schedule screen, showing the five dropdowns, calendar, and Available Times

If session times are not showing in your own time zone, you can change it using the selector below the calendar.

SCREENSHOT Confirm session dialog, showing the review panel and Notes for the instructor

What happens after you book

Your requested session appears on your calendar straight away with a small orange clock icon next to it. The clock means the session is waiting for your instructor to approve it.

You can tap the session at any point to see the details, or to cancel it.

SCREENSHOT A pending session on the calendar, showing the orange clock icon

Payments

Shows the payment methods currently on file for your family.

To add a new card or bank account, go to Settings and then Payment methods.

Invoices

At the top you will see You owe with your current outstanding balance, and a Connect bank option if you would like to pay by bank transfer rather than card.

Below that, invoices are split into two tabs, Unpaid and Paid. Each line shows what the invoice is for, when it is due, and the amount. Tap any invoice to open it.

SCREENSHOT Invoices tab, showing the balance, Unpaid and Paid tabs, and an invoice line

Credits

If you are on a prepaid lesson package, this tab shows what you have left.

Each package displays:

• Remaining, the number of lessons left and the equivalent in hours

• Expires on, the date the package expires

• Valid for, what the package can be used towards

SCREENSHOT Credits tab, showing a package with lessons remaining and expiry date

Settings

• Profile, your account details

• Files, your uploaded documents

• Payment methods, add or update a card or bank account

• Timezone, set to our organization default. Change this if your family is in a different time zone and you would like session times displayed in your own

Sign Out is also in this section.

SCREENSHOT Settings tab, showing Account, Payment, Organization, and Timezone

Questions