How do I add a student?

Creating an active student profile tutorial video:

A visual guide to adding a student from within a Contact’s profile:

1. To create an active Student profile, first, add a student to a Contact profile. If you have not yet created a contact profile for the student's parents/family, begin with the article, "Adding a Contact/Parent Profile" or refer to the above video tutorial.

2. Select a Contact profile for which you'd like to add a student. You can access Contact profiles from the pie chart on the Contacts tab (clicking any subcategory to display a list), by clicking a name under "Recently Viewed", or by using the "Search" option near the upper-right corner of your account to search for the contact by name. 

3. Once at the contact profile, in the center column, the student(s) associated with the contact will be listed in the "Student Information" section. Add up to ten students per Contact.

4. All students will be listed on the Contact profile page. Next to each prospective student (who does not already have an active student profile), there will be two options, "Edit" and "+Client". Click the "+Client" icon to proceed with creating an active student profile. 

5. Once they have been converted to an active student, you'll see the words "Active profile" next to their name. Click on the student's name to navigate directly to their profile page. You can also access active student profiles via the Search or through the Students tab. 

Looking to bulk import all of your students at once? Click Here