Manage Students

To access students, from Main Menu select Student option

The main student grid displays all active students regardless of season.
You can uncheck the Enrolled in Season box if you want to see the students who are not enrolled in the season.
You can only check the Enrolled in Season tab to see the students who are enrolled in the season displayed.
This list can be sorted by any column by clicking on the column header.
Additionally, you can search for a student by using any of the white search boxes underneath the column headers.

*This list can also be exported to excel. Click the Excel or PDF Icon at the top right of the page.

You may edit the information displayed by clicking the Pencil on the student line.

*To update and view any details for the particular student click the arrow symbol in front of the student’s line, This will bring you to the Student Settings.

Then click the Pencil to Edit in the Student Basic Details Box. A form will pop to update
Make your changes and click Update Details to save.

To update an email or mailing address for the family- make the change in the Family link page. To access family link for one specific student click on the students last name. h3. To Create an Invoice from the Student List.

Click the Invoice Icon
OR
Go to the Billing Section in student settings and Click “Create Invoice”.
You may change the start and end dates, if you wish. Select the Category you wish to invoice, update the “Due Date” then Click “Create Invoice”

See the Student Balance in the second to far right column of the grid of the student home page or in the Billing section of the student settings.

This will be the balance of all open invoices for the specific student regardless of when it is created or due date.
There is a detail Section to see the “Billing” “Open Invoices” under the Student Settings.

View family billing from the student grid.

Click on the family name/ ID number from the student page to view family billing, post payments and save payment methods.

You can send an email from the student page. Click on the email address to email that particular family.

You can view the student’s School Grade in the Grade column.
Click the Pencil to update their School Grade.

View Waitlist classes in the far right column

Click the Arrow to access the student settings page

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