Students & teaching
Students
Student and parent records, generated codes, status changes, and the parent portal.
For: Front desk, student services, managers
- 1
Add a student
Students → “New student”. Enter their name, date of birth, school and parent details. The student code is generated for you.
- 2
Keep the status current
Move them through lead → trial → active → paused → finished or inactive as things change, and write down why.
- 3
Parent portal
On the student's record, create a portal link and email it to the parent so they can follow schedules, attendance and tuition.
- 4
Ask AI
“Analyze with AI” summarises this student's attendance, homework and tuition history and suggests what you might do next. It is a draft for you to judge - nothing is sent and nothing is recorded until you act on it.
Tips
- Fill in the parent email - without it there's no portal link and no progress reports.