Student Management

The Students page is the central place to manage your institution's student body. From here you can view all students, filter them, add new ones, and perform bulk actions.

Where to find it: User Management → Students

Overview

The page is composed of the following sections, from top to bottom:

Section	Purpose
Header	Title, student count, main actions
Search	Quick find by name or email
Filters	Quick filter chips and optional grade/group filters
List	Student table (or cards on mobile)
Bulk actions	Appears when students are selected
Pagination	Move between result pages

Header & main actions

At the top of the page you see:

• Title: "Student Management"
• Subtitle: "Manage your school's student body"
• Count badge: total number of students

Action buttons:

Button	What it does
Bulk Import	Opens the CSV/Excel import wizard
Add Student	Opens the 2-step student creation wizard

Note

Bulk Import is a separate flow from adding students one at a time. Ideal when you have many students in a file.

Search & filters

Search

Field "Search students..." — type a name or email. Results update automatically.

Quick filter chips

Filter	What it shows
All	All students
With account	Students with an active system account
Without account	Students without an account (activation required)
No plan	Students without a tuition plan
Parents pending	Students without a linked parent account

Each chip shows a count next to the label.

Grade and group filters

Shown only when data exists:

• Grade — All grades or a specific grade
• Group — All groups or a specific group

Tip

If you don't see grade or group filters, it means no values are registered yet — not that the page is broken.

Student list

The table shows students with these columns:

Column	What it shows
Name	Full name, initials, No account badge (if applicable)
Email	Student email
Grade	Grade/level
Status	Active or Inactive
Parent	Parent link status (icon + tooltip)
Groups	Number of enrolled groups
Actions	Activate, delete

Parent column

State	Meaning
Parent has account	Parent is linked in the system
Parent email without account	Parent email exists, no active account
No parent	No parent registered

Mobile

On small screens, the list appears as cards with the same key information.

Row selection

• Select students with the checkbox at the start of each row.
• Click a row (except checkbox and buttons) to open the student's profile.

Add student

Click Add Student to open the creation wizard:

Step	Title	Content
1	Basic Information	First name, last name, email, date of birth, grade, phone
2	Parent Information	Parent email and relationship (when required)

At the end click Create Student.

Note

Required fields and whether the parent step appears depend on your institution type. For example, some types don't require student email or skip the parent step.

The same wizard opens from the Dashboard (Create → New student).

Bulk actions

When you select one or more students, a sticky bar appears at the bottom:

Menu	Options
Communications	Email students, email parents, email both · Notify students, parents, or both
Actions	Set as Active — bulk account activation for students without accounts
Delete	(not yet available)

Some options in the Actions menu (PDF/Excel download, set inactive, bulk delete) are not yet available — a "coming soon" message appears.

Keyboard shortcuts

• Ctrl+A (Windows) or Cmd+A (Mac) — select all students on the page
• Escape — clear selection

Row actions

For each student, in the Actions column:

Button	When shown	What it does
Activate	Student without account	Creates account; optional welcome email
Delete	Always	Delete student with confirmation (Delete Student)

Student Profile

Click a row in the list to open the student's profile.

The profile is organized in 5 tabs:

1. Overview

Contains the basic personal details of the student:

• Profile Information: Full name, date of birth, gender, language, and grade level.
• Contact Details: Phone number and home address.
• Notes: Personal admin-only notes.

2. Family

Manage links to parents and guardians:

• Add Guardian: Link to an existing guardian or invite a new one via email.
• Guardian Relationship: Define the relationship role (e.g. Father, Mother) and check if they are the primary financial payer.
• Contact Info: Phone and email details.

3. Financial

Track the student's financial ledger:

• Assign Plan: Link the student to a specific tuition package (Tuition Plan).
• Charges & Payments: A detailed grid showing all issued charges, payments received, and the current balance due.
• Transaction History: Record of all payments with options to download receipts.

4. Academic

Academic progress and schedule:

• Group Enrollments: List of class groups (Groups) the student is registered in.
• Attendance: Overall attendance and absence rates per course.
• Grades: Detailed scores and academic moria tracking.

5. Documents

Archiving files for the student:

• Upload: Add files (e.g. registration documents, ID cards, health certificates).
• Categories: Organize files into folders for easy retrieval.

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Bulk Import

This feature allows you to import multiple students at once by uploading a CSV or Excel file.

Import Steps:

1. Upload File: Select the CSV/Excel file from your computer. You can download the sample template file provided on the page.
2. Field Mapping: Map the columns in your file to the system fields (e.g., matching the column Name to the Name field).
3. Review & Confirm: The system checks data for any syntax errors (e.g., invalid email formats). Correct errors and click "Confirm Import".

Note

If a student in your file has an email address that already exists in the system, that row will be skipped during import to prevent duplicate profiles.

Pagination

At the bottom of the list:

• Showing X to Y of Z students
• Previous / Next

Pagination is hidden when there are no students.

Empty state

If no students are found (due to filters or search), you see:

"No students found"

Try changing filters or clearing the search. If the institution is new, add your first student with Add Student or via Initial Setup (Initial Setup).