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    Outstanding Invoices
      NameFamilyYear GroupStatusActions
      Family NameStudentsBalancePortalActions
      NumberFamilyTotalPaidStatusDateActions
      DateFamilyAmountMethodInvoice
      ParentStudentSubjectStageSourceDateActions
      SubjectDefault RateDurationActions
      LocationTypeAddressActions
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      StudentTitleDueStatus
      TitleSubjectTypeVisible to parents
      FamilyStudentTutorSubjectPreferences
      DBS Certificates
      TutorNumberIssuedExpires
      Safeguarding Notes (admin-only, audit-logged)
      GDPR Data Requests

      Export or delete everything on a family (required by UK law on request).

      Generate a lesson plan
      Lesson note from audio

      Record after a lesson (browser/phone), upload the audio file — we transcribe and generate a structured progress note.

      UK Tax year summary
      Timesheet export

      Templates use placeholders like {{family_name}}, {{student_name}}, {{business_name}}, {{invoice_number}}, {{lesson_date}}, {{portal_url}} — these are filled in for each recipient at send time.

      TemplateTypeSubject
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      Bank transfers (Open Banking)
      In-person card (SumUp)

      Export your data from TutorBird as CSV, then upload here. We'll show a preview first — nothing is imported until you confirm.

      Connect the tools you already use. One click per provider — we handle the rest. Most have free tiers; where there's a cost (e.g. Stripe/PayPal fees, AI API usage) it's billed directly by the provider, not us.

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