Adding a Student

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

Last updated: September 6, 2026

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. You can optionally add Email, Phone Number, and Date of Birth. For adult students, email is required. Set their initial Status: Active, Trial, Lead, Waiting, Paused, or Inactive.

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, Primary Contact Last Name, Primary Contact Email, and optionally their phone number and address. For a new adult student, you can add an Address on the student themselves.

5. 5

   Assign a teacher (optional)

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

6. 6

   Save

   Click Add Student. You'll see New student added! The panel closes and the Students list refreshes — open the student if you want to schedule their first lesson.