How to Add Students to Your Account

Quickly add a student with just their name and rate, or fill in more details as needed. (Or just a name if they’re a lead or on your Waiting list).

In the near future, we’ll be adding a student import feature. More to come on that!


* If you haven’t already set up your basic lessons rates, do that now as you’ll need to assign new students a rate during setup - click HERE for how to do that.  

Let's explain how to add each type of Student

Creating an Adult Student

  • Click on the Students icon, and then Manage Students under that



  • Click on the green Add Students button


  • In the New Student window, start filling in the student details.  You can set up an Adult Student, or a Child Student.

    Here's the Adult Student setup.




  • Enter the adult student’s first and last name

  • Choose the lesson rate


You can simply click the Create button to get a basic adult student account set up quickly (for example, you need to quickly add a student’s lesson to your calendar).

But if you want to enter more personal information about the student now, press the Add Details button.



When you click the Add Details button, you can enter more details about the student, such as…

  • Email (with “Does not want emails” checkbox option)

  • Phone numbers (with “Does not want texts” checkbox option)

  • Address

  • Student photo

  • Instruments

  • Skill Level

  • Birthday

  • Skype ID

  • Username

  • Password

  • Student notes

If you’d like to send a welcome email to this new student as well, click the Send Welcome Email checkbox (this can be edited in the Settings / Messaging / System Message Templates area).

When done, click the green Save button to finish.


Creating a Child Student  


  • Click on the green Add Students button

  


  • In the New Student window, start filling in the student details.  Click on the Child Student checkbox (which will open a new section to fill out)




In this window you can simply enter in the...

- Child’s first and last name - their Rate - choose a New Family (or existing family) - and the Billing Contact’s First and Last name

Then press the Create button if you need to get them set up right away - without more details.

But let’s click on the Add Student Details button.


Here you can enter more details about the student, such as…

  • Email (with “Does not want emails” checkbox option) Some children are too young to get emails

  • Phone numbers (with “Does not want texts” checkbox option)

  • Student photo

  • Instruments

  • Skill Level

  • Birthday

  • Skype ID

  • School

  • Username

  • Password

  • Student notes

If you’d like to send a welcome email to this new student as well, click the Send Welcome Email checkbox (this can be edited in the Settings / Messaging / System Message Templates area).

When done, you can click the green Save button to finish now, or you can click on the Add Billing Details button
 

Let's click on the Add Billing Details button.


Once saved, if you need to edit any student, or contact details, click on their name from the list of students.


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