Students

Go to Education section › Students. You need the Students permission (Education Section).

Adding a student

1. Click Add student.
2. Enter the Full name and, if you like, a photo, gender, birth date, blood type, national ID, address and medical notes (allergies, conditions, medicines).
3. Enter the Main guardian: name, relation, phone and email.
4. Customer: keep New customer for this student, or pick an existing customer.
5. Click Save. The student gets the next code (ST-0001…) and starts as Applicant.

Each student is also a customer: the yearly fees are a sales invoice to that customer, and the student's statement, receipts and aging are the standard customer reports. The new customer is named with the student's name and code, and uses the main guardian's phone and email. Adding a student this way also needs the standard Customer permission. Students count toward your plan's customer limit and its Maximum students.

The student's page

Click a student's name. The tabs are:

• Profile: details, status and the classes by year. Edit changes the profile; the user icon opens the student's customer.
• Guardians: parents and guardians with relation, phone and email; one is the Main contact.
• Documents: upload files (PDF, images or Word, up to 10 MB) such as a birth certificate or previous reports.
• Fees: see Student fees.

Status

Status changes it, with a reason: Applicant, Enrolled, Graduated, Withdrawn or Suspended. Graduated and withdrawn students can't be put in classes.

When a student is withdrawn during the year, the year's invoice stays as it is. To give back or reduce fees, make a credit note on that invoice.

Finding students

Filter the list by status, grade or class, or search by code, name or guardian phone. The list shows this year's class, the main guardian and the fees still owed.