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Manage Student Information
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Written by Purva Goyal
Updated this week

Track Student Status

To track and update student status, follow these steps:

From the main dashboard, go to Center Management.

  1. Access Students

    • Click on Students to view the list of all enrolled students.

  2. Locate Student Status

    • The status is displayed next to each student’s name on the right-hand side.

  3. Track or Change Status

    • Monitor the status of each student (e.g., On Hold, Withdrawn, Inactive, Active, Signed Up).

    • To change a status, click on the current status and select a new status from the dropdown menu.

Add or Link Siblings

To add a sibling for a student, follow these steps:

Go to Center Management and click on Students.

  1. Select the Student

    • Choose the student to whom you want to add a sibling.

  2. Access Actions

    • In the top-right corner, click on the Actions dropdown menu and select Add Sibling.

  3. Enter Sibling Details

    • Fill in the required fields:

      • Student Name

      • Preferred Name

      • Gender

      • Select Branch

      • Select Room

      • Select Parent

      • Status

  4. Save the Sibling Information

    • Click Save once all fields are completed.

Assign Rooms to Students

To assign a student to a room:

From the dashboard, go to Center Management.

  1. Access Students

    • Click on Students.

  2. Select a Student

    • Find and select the student to assign a room.

  3. Edit Student Profile

    • Look for Edit Student Information within the student’s profile.

  4. Assign a Room

    • In the Rooms section, select a classroom from the list.

  5. Save Changes

    • Click Save to complete the assignment.

Categorize Students by Groups

To group students, go to Center Management.

  1. Access Students

    • Click on Students.

  2. Select a Student

    • Choose the student to categorize.

  3. Edit Student Profile

    • Select Edit Student Information.

  4. Assign to a Group

    • Under Groups or Rooms, select the appropriate group.

  5. Save Changes

    • Click Save to update.

Assign Students to Programs

To enroll students in a program, go to Center Management.

  1. Access Students

    • Click on Students.

  2. Select a Student

    • Choose the student.

  3. Edit Student Profile

    • Click Edit Student Information.

  4. Assign a Program

    • Under Programs, select the relevant program(s).

  5. Save Changes

    • Click Save.

Attach Documents to Students

To attach documents, go to Center Management.

  1. Access Students

    • Click on Students.

  2. Select a Student

    • Choose the student.

  3. Attach a Document

    • Go to Documents, click Add Document.

  4. Upload File

    • Select and upload the document.

  5. Save

    • Click Save.

Set Up Immunization Reminders

To set up immunization reminders, navigate to Center Management and select Students.

  1. Select a Student and go to Health and Immunization.

  2. Add Reminder Details and set notification preferences.

  3. Save Changes.

Emergency Contact Details

To add emergency contacts, navigate to Center Management and select Students.

  1. Select a Student and go to Health and Emergency Information.

  2. Click Edit, input emergency contact details.

  3. Save Changes.

Student Health Data

To download allergy data, navigate to Center Management and select Students.

  1. Click the Download Icon near Bulk Onboarding.

  2. Select Student Allergy Data.

  3. Download Report (CSV format).

Track Attendance

To monitor attendance, navigate to Center Management and select Students.

  1. Select a Student and click Attendance.

  2. View Attendance Overview:

    • Attendance Percentage

    • Days Present/Absent

    • Check-in/Check-out Times

Maintain & Track Billing Details

To manage billing, navigate to Center Management and select Students.

  1. Select a Student and go to Billing.

  2. View Billing Overview:

    • Generated Invoices

    • Credits/Debits

    • Fee Plan

  3. Manage Billing:

    • Add credit, deposit, debit, or create invoices.

  4. Save Changes.

Add Notes

To add a note, navigate to Center Management and select Students.

  1. Select a Student and go to Notes.

  2. Type a Note, add media (optional), and click Submit.

  3. Track Notes using filters.

View Forms Shared with Students

To check forms, navigate to Center Management and select Students.

  1. Select a Student and go to Forms.

  2. View Forms and Status.

View Student Gallery

To access a student’s gallery, navigate to Center Management and select Students.

  1. Select a Student and click on Gallery.

  2. View Photos and Media associated with the student.

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