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Adding and Inviting an Offline Student

Add students to your roster manually as offline students — you manage their profile, lessons, and payments on their behalf. When they're ready, invite them in one tap to create their own SwingMatch account.

How to add a student

  1. Go to My Students from the main menu.

  2. Tap Add Student.

  3. Fill in the student's details:

    • Name — The student's first and last name.

    • Email (optional) — If provided, the student will receive booking notifications by email.

    • Phone (optional) — If provided, the student will receive booking notifications by SMS.

      • Must be included to invite to create an online profile.

  4. Tap Add to create the student.

The student appears in your student list as an offline student. You can now book lessons for them, add tags and notes, and manage their profile.


What is an offline student?

An offline student is someone you've added to SwingMatch yourself. They don't have their own SwingMatch account and can't log in, book lessons, or manage their own profile.

As the instructor, you're in control of their profile:

  • You create and manage their bookings.

  • You update their contact info, tags, and notes.

  • You track their payments (all payments are marked as offline).

If you add their email or phone number, they'll receive SMS or email notifications when you book, reschedule, or cancel a lesson — but they don't interact with SwingMatch directly.


Offline vs online students

Feature

Offline student (added manually)

Online student (has account)

Has a SwingMatch account

No

Yes

Can book lessons themselves

No

Yes

Can pay by credit card

No

Yes

Can purchase packages

No

Yes

Receives notifications

Via SMS/email if contact info provided

In-app, SMS, and email

Profile managed by

Instructor

Student (and instructor)


Inviting your offline student to create an account

Once an offline student is in your roster, you can invite them to claim their profile and become an online student. Their full lesson history, packages, and payments stay with them — nothing is lost in the takeover.

Why invite them?

  • They can see their upcoming lessons, past lessons, lesson notes, and remaining package credits.

  • They can book and manage lessons themselves.

  • They can pay by credit card and buy new packages themselves.

  • You spend less time relaying info back and forth by text or email.

How to send the invite

  1. Open the offline student's detail page from My Students.

  2. Tap Invite to SwingMatch

    How to invite a student to make an online profile on SwingMatch Golf

  3. The student instantly receives an SMS with a link to your instructor profile, pre-filled with their phone number to make signup one tap. The text will look something like this:

    1. "YOUR NAME invited you to SwingMatch.

      Create your SwingMatch account to view your lessons and packages: https://app.swingmatchgolf.com/my/instructors/your-name-abcd?signup=%2B12345678"

When the student taps the link, they verify their phone number, and their existing offline profile gets converted into their new online account.

You will get an automated message when they successfully create their account.

Image of automated message when offline student successfully creates an online account from your invite on SwingMatch Golf

Requirements

  1. Phone number is required: If the student doesn't have a phone on file, the Invite button will be disabled and you'll be prompted to add one first.

  2. Phone must not already belong to another SwingMatch account: If the student already has an online account under that phone number, you'll see a notice asking you to contact SwingMatch support to merge profiles instead.

  3. 24-hour cooldown: You can only send one invite per student per day, to avoid sending them duplicate texts.


Good to know

  • Adding a student doesn't create a lesson. To book for them, see Booking a lesson on behalf of a student.

  • Students can also appear in your list automatically when they book a lesson through your public profile — those are online students.

  • You can add tags and notes to any student from their detail page. See Adding tags and notes to a student.

  • Even without sending a formal invite, every SMS notification an offline student receives (lesson confirmations, reschedules, etc.) automatically includes a signup link. So once their phone is on file, they always have a way to opt in.

  • Once a student is online, you can no longer edit their profile fields (name, email, phone) — the student manages those. Tags and notes remain yours to edit.

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