This guide is for owners and administrators configuring the information tutors provide during onboarding.
Open tutor onboarding settings
Open Settings.
Under People & onboarding, choose Tutors.
Review the Onboarding sections. Select a section to open the Tutor onboarding flow designer.
Set what tutors must complete
Use the requirement setting on each field to decide how it appears in the journey:
Hidden: the field is not shown in the onboarding journey.
Optional: tutors can complete it, but it is not required.
Required before activation: the required information or check must be complete before activation.
Required after activation: the requirement remains part of onboarding, but is not an activation prerequisite.
Review the sections your business uses, such as personal details, profile, availability, identity and right to work, DBS, references, video provider and payment setup. Choose requirements that match your organisation's agreed onboarding policy.
Edit and arrange the flow
Open the section you want to change.
Edit the field labels, help text and requirement settings where available.
Use the move controls or drag sections and fields to arrange their order.
Add the supported questions or fields you need. Custom-field options depend on your plan.
Select Preview to check the tutor's journey.
Select Save flow to apply the changes.
Previewing alone does not save the flow. Saved flow changes apply to new and unfinished onboarding; they do not rewrite completed onboarding.
Check an individual tutor's readiness
Organisation settings define the shared flow. To investigate one tutor, open their employee record and review their onboarding requirements and outstanding items.
Readiness includes the required checks and information, rather than just a manually chosen stage. Depending on your policy, incomplete profile details, availability, references, provider selection, payment setup or verification checks can block activation.
For online lessons, check the tutor's video provider choice as well as their teaching service. A missing provider choice can prevent scheduling.
Tutor access settings
The Tutor access section controls parent visibility in tutor conversations and tutors' access to parent contact details. These are separate from the onboarding flow. Select Save access settings after changing them.
If onboarding is blocked
A tutor cannot activate: review the outstanding requirements on their record and resolve the specific blocker.
A field is missing: check whether it is hidden and whether the tutor has already completed onboarding.
Your edits have not applied: reopen the designer and confirm you selected Save flow.
A tutor cannot be booked: check readiness, video provider, active teaching services and the service's rate and delivery format.