Create a student

Create a student

Summary: You add a new child from the Students page in the Account Admin area. Switch to Account Admin using the context switcher in the upper-right corner, open Students in the left menu, and click Add Student in the upper-right corner. Enter the child's first name, last name, date of birth, and grade or cycle year, then add any optional details such as a start date, allergies, a profile photo, other contacts for pickup or emergencies, general notes, and file attachments. Click Create to save the child. New students are created Active (billable) by default. Once the child exists, you can assign them to a classroom.

Who can do this

Adding a child happens in the Account Admin area, so it requires that level of access. Account Owners and Administrators can create students.

The way to tell is the context switcher in the upper-right corner. If you can switch to Account Admin, you can create a student. If you only see your classroom there, you do not have permission, and you will need to ask an administrator for help.

Step-by-step

1. Switch to Account Admin. Use the context switcher in the upper-right corner and select Account Admin.
2. Open the Students page. In the left menu, click Students.
3. Add a student. Click the Add Student button in the upper-right corner.
4. Enter the child's name. Type the child's first name and last name.
5. Enter the date of birth. Add the child's date of birth.
6. Choose the grade or cycle year. Select the child's grade or cycle year. This is required.
7. Add optional details. You can add a start date and any allergies. See "Optional details you can add" below.
8. Upload a profile photo (optional). You can upload a profile photo for the child.
9. Add other contacts (optional). Enter other contacts for the child, such as family, friends, neighbors, grandparents, or anyone with authorized pickup or emergency contact permissions.
10. Add notes or attachments (optional). Add general notes about the child and upload a file attachment if you need one.
11. Create the student. Click Create. The child has now been created, and new students are Active (billable) by default.

Optional details you can add

First name, last name, date of birth, and grade or cycle year are required to create a child. Everything else can be added now or later by editing the child's profile. The optional details include:

• Start date, when the child started at your school.
• Allergies, any allergies to note for the child.
• Profile photo, a photo for the child's profile.
• Other contacts, people with authorized pickup or emergency contact permissions.
• General notes and attachments, free-text notes and any file you want to keep with the child's record.

What to do after creating a student

Creating a child does not place them in a classroom. The next step is to assign the child to a classroom so they appear on its roster and you can record lessons for them. See "Related articles" below.

A few things worth knowing

• You must be in the Account Admin role to add a child.
• First name, last name, date of birth, and grade or cycle year are the required details; the rest are optional and can be filled in later.
• New students are created Active (billable) by default.
• Other contacts are where you record who is authorized for pickup or listed as an emergency contact.
• A newly created child is not in any classroom until you assign them to one.

Related articles

• Assign students to a classroom
• Upload a profile photo for a student
• Create a classroom
• User roles and the Account Admin area

Watch the video

Here is a short video covering this topic for additional reference.