Getting Started - My Music Staff » My Music Staff

Getting Started

Getting started with My Music Staff in 6 simple steps!

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Step 1:  Add Students

My Music Staff revolves around your students, so to get the most out of My Music Staff, we recommend starting here.

1. Log into your My Music Staff account.
2. Click on “Students” from the main menu on the left.
3. Click on the green “+ New Student” button.
4. Enter in your student details (student first and last name are required).
5. Choose whether this new student belongs to a “New Family” or an “Existing Family“.
6. Enter in your family contact details (parent first and last name are required).
7. Click the green “Finish” button. Congratulations, you have added your first student!

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Step 2:  Schedule Lessons

Once you have added a few students, start by scheduling some lessons on the Calendar. My Music Staff makes it easy to schedule individual and recurring lessons.

1. Log into your My Music Staff account.
2. Click on “Calendar” from the main menu on the left.
3. Click on the green “+ New” button and choose “New Default Lesson“.
4. When the “Add Lesson” pop-up appears, enter in your lesson details. If your lesson is recurring, select “This Lesson Repeats“.
5. Click the green “Ok” button to save your new lesson details.
6. Your new lesson(s) will now appear in the Calendar on the date(s) chosen.
7. To edit lesson details, click on the lesson in the Calendar and choose “Edit“.

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Step 3: Take Attendance

Recording attendance in My Music Staff is optional but is highly recommended. My Music Staff features a variety of different attendance options to cover all possible situations.

1. Log into your My Music Staff account.
2. Click on the lesson or event in the Calendar you would like to take attendance for and choose “Attendance“.
3. When the attendance pop-up appears, choose the appropriate attendance option.
4. If you would like to include lesson notes that can be emailed to the student and/or parent(s) select “Add Notes“.
5. Click the blue “Save” button.

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Step 4:  Create Invoices

Create invoices anytime you need them. My Music Staff automatically uses your schedule to generate professional, itemized invoices with just a few clicks.

1. Log into your My Music Staff account.
2. Click on “Families & Invoices” from the main menu on the left.
3. Click on the “Zoom” tool (blue magnify glass icon) beside the family you would like to invoice.
4. In the “Family Summary” select the “Invoices” tab and click on the “+ New Invoice” button.
5. When the “Create Invoice” pop-up appears, fill in all relevant invoice details starting with the invoice start and end date. Click on the green “Create” button.
6. Your new invoice will appear in the list of “Generated Invoices“. Click on the blue “Menu” button (blue upside down arrow) and select “View” to preview.

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Step 5: Record Payments

When you receive a payment from a family by either cash or check you will want to record the payment in the “Family Account“.

1. Log into your My Music Staff account.
2. Click on “Families & Invoices” from the main menu on the left.
3. Click on the “Zoom” tool (blue magnify glass icon) beside the family you would like to record a payment for.
4. Click on the green “+ Add Transaction” button.
5. When the “+ Add Transaction” pop-up appears, select “Payment” and enter all payment details.
6. If you would like to send an email receipt for the payment, select “Send an email receipt“.
7. Click the green “Save” button. Your newly recorded payment will now appear in the “Family Summary“.

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Step 6:  Relax!

Step 6 is optional, but highly recommended. Now that you have all of the basics down, you deserve a break! Kick back, relax, and enjoy a nice cup of coffee, you earned it!