Students

The Students section allows you to manage all student records, including enrollment, profile information, class assignments, and parent linking.

Accessing Students

1. Click Students in the sidebar navigation
2. View the student list

Student List

Overview

The All Students table shows one row per student:

Column	Contents
Student	Initials, full name, and gender
Admission #	The student's admission number
Class	The class they're assigned to
Grade	The grade level of that class, or "Unassigned"
Status	Active, inactive, graduated or transferred

The header above the table shows the total student count.

Filtering

Two dropdowns sit above the table:

• Class - All Classes, or one of your classes
• Status - All Status, Active, Inactive, Graduated, Transferred

Searching

Type in the Search students... box to filter by name or admission number.

Paging

When there are more students than fit on one page, Previous and Next buttons appear under the table with a "Showing x to y of z students" summary.

Adding Students

New Student Enrollment

1. Click Add Student
2. Work through the three steps
3. Click Enroll Student on the last step

The form is a three-step wizard with a progress bar: Personal Info, Academic, then Guardian.

Step 1 — Personal Information

Field	Required	Description
First Name	Yes	Student's first name
Last Name	Yes	Student's last name
Date of Birth	Yes	Birth date
Gender	Yes	Male, Female or Other
Address	No	Home address
Medical Information	No	Any allergies, conditions, or special needs

Step 2 — Academic Details

Field	Required	Description
Admission Number	Yes	Your school's admission number for the student
Enrollment Date	Yes	Defaults to today
Class	Yes	Pick from your existing classes

TIP

You need at least one class before you can enroll a student. Create classes first on the Classes page.

Step 3 — Guardian Information

Field	Description
First Name	Guardian's first name
Last Name	Guardian's last name
Email	Guardian's email
Phone	Guardian's contact number
Relationship	Father, Mother, Guardian or Other

Fill in the guardian's email if you want them invited. When an email is present, the parent is created and linked to the student, and their invite goes out as the record syncs. Leave it blank and the student is saved without a guardian.

Editing Students

Updating Student Information

1. Click the student's row, or choose View / Edit from the ⋯ menu
2. Update the fields you need
3. Click Save Changes

The edit screen has two tabs:

• Personal — First Name, Last Name, Date of Birth, Gender
• Academic — Admission Number, Enrollment Date, Class, Status

Save Changes stays disabled until you actually change something.

Class Transfers

To move a student to a different class:

1. Open the student
2. Go to the Academic tab
3. Pick the new Class
4. Click Save Changes

Student Status

Status shown in the list

Status	Description
Active	Currently enrolled
Inactive	No longer attending
Graduated	Completed schooling
Transferred	Moved to another school

Changing Status

On the Academic tab of the edit screen, the Status dropdown offers Active and Inactive. Set a student to Inactive when they leave, then Save Changes.

:::note Status changes affect where the student appears in lists and reports. :::

Deleting a Student

From the ⋯ menu on a row, or the Delete Student button on the edit screen, choose Delete. You'll be asked to confirm — deleting removes the student and any related records, and cannot be undone.

Bulk Import

For a whole roster at once, click Bulk import on the Students page.

1. Click Sample CSV to download a file in the right shape
2. Fill it in, one row per student. Required columns: admissionNumber, firstName, lastName, className, dateOfBirth (YYYY-MM-DD), gender. Optional: email, parentEmail, parentFirstName, parentLastName
3. Click Choose CSV file and pick your file
4. Check the preview — it tells you how many rows are ready, and flags any missing columns
5. Click Import to finish

className is matched against your existing class names, ignoring capitalisation — so those classes must exist first. Any row with a class name that doesn't match is reported back to you instead of being imported.

Where parentEmail is filled in, that parent gets an invite link and is automatically linked to the student.

Exporting Students

Student data is exported from Analytics → Reports → Students, which produces a full roster with class and contact details as PDF, Excel or CSV. See Analytics.

Best Practices

1. Complete profiles - Enter all available information
2. Verify data - Double-check before saving
3. Link parents - Add a guardian email so parents get access
4. Keep updated - Maintain current information
5. Regular review - Check for inactive students
6. Secure data - Handle information appropriately