Create and Maintain Student Records
Add a student individually through a multi-step form covering identity, placement, health, guardian, and documents.
For School administrators. Updated 2026-08-01.
Overview
Creating a student walks through Identity (name, gender, date of birth, email, phone), Placement (class, academic year, department, section, enrollment state, student type, day or boarding status), Health (region, town, blood group, allergies, previous school), Guardian (search an existing guardian or create and link one in the same step), and Documents.
Editing an existing student skips the Guardian step, since guardians are managed from the student's own Guardians tab.
Before you start
- Create the destination class
- Set the current academic year
Steps
- Open Students
- Select New Student
- Complete Identity: first name, last name, and email are required to continue
- Complete Placement: class and academic year are required to continue
- Complete Health details
- Search or create a guardian to link (new students only)
- Add any document links
- Confirm and save
Common problems
A student does not appear in attendance or billing
Confirm the student is active, assigned to the correct class, and enrolled in the current academic year.
Save is blocked with a subscription limit message
The subscription plan's student limit has been reached; upgrade the plan to add more students.