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Students

How do I see the classes my students are enrolled in?
  1. In the Admin UI, go to the Contacts page and search for the student.
  2. Select the small Appointments tab to view all classes the student is enrolled in.

Confirm this list includes every class you expect to see.

To add the student to a class:

  1. Go to the Class Editor page.
  2. Select the teacher, then the class.
  3. Click the Enroll Student icon.
I need to correct a student's birthdate.
  1. Go to the Contacts page and search for the student by name.
  2. Update the Security Value field (this stores the birthdate).
I need to add a new student.
  1. Go to the Class Editor page and select the teacher, then the class.
  2. Click the Enroll Student icon (above the roster, far right).
  3. In the Select Person dialog, click Show Full Dialog.
  4. Click Add Contact, then fill in the student's details — First Name, Last Name, Security Value, and Student ID — in the fields marked <not entered>.
  5. Click OK. The student will now appear in the roster.

To enroll this student in additional classes: Type the student's name into the entry box for that class, using your account's selected name format (Last, First or First Last). When the system finds a match, press Enter — the student will be added to the roster.

My student's schedule has changed — how do I move them to a different class?

To remove a student from a class:

  1. Go to Class Editor, select the teacher, then the class.
  2. Locate the student and click the red X to the left of their name.

To add the student to a new class:

  1. Go to the Class Editor, select the teacher, then the class.
  2. Type the student's name into the entry box, using your account's selected name format (Last, First or First Last).
  3. Press Enter when the system finds a match — the student will appear in the class roster.
How do I remove duplicate students?
  1. Go to Event Management / Class Editor.
  2. Check "Show Only Classes" (right-hand side).
  3. Select all classes (use Shift to multi-select), then click Delete Selected Classes.
  4. Go to Global Setup / Contacts / Advanced Options, and click "Remove Students Not Enrolled in a Class."

Note: After this, parents will need to re-attach the new/correct version of the student to their account.

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