Managing Students

Adding a Student

Add a new student to your studio roster along with their family information.

1. 1

   Go to Students

   Click Students in the sidebar to view your student list.

2. 2

   Click Add Student

   Click the Add Student button. A panel will open with three sections: Student Information, Family Information, and Teacher Information.

3. 3

   Enter student information

   Select whether the student is a Child or Adult. Enter their First Name and Last Name. For adult students, you can add their email directly. Set their initial status (e.g., Active, Trial, or Lead).

4. 4

   Set up family information

   Choose New Family to create a new family record, or Existing Family to link the student to a family already in your system. For a new family with a child student, enter the Primary Contact First Name, Last Name, Email, and optionally their phone number and address.

5. 5

   Assign a teacher (optional)

   Under Teacher Information, you can optionally Assign a Teacher from the dropdown. This links the student to a specific teacher for scheduling.

6. 6

   Save

   Click Add Student. You'll see a confirmation: New student added! You'll be taken to their profile where you can schedule their first lesson.