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Add a student and their guardian

A 60-second screen recording of a real school doing exactly this — and the same 7 steps written out below, in the labels you'll see on screen.

Watch on YouTube

How to add a student and their guardian

  1. 1Click Students under People in the sidebar
  2. 2Click the Add student button in the top right
  3. 3Fill in First name, Last name, Grade level, Student number, Date of birth, and Status
  4. 4Optionally add a Login email so the student can sign in to the portal
  5. 5Click Add student, then open the new student from the list
  6. 6In the Guardians card, click Add guardian and enter First name, Last name, Relationship, Email, and Phone
  7. 7Click Add guardian, then click Set billing contact to choose who receives tuition invoices

Part of Student records & compliance

Add or import students, print a complete records packet when a family transfers, bring years of academic history in from CSV, and audit every change in the activity log.

All 15 videos in this group About this feature

Next in this group

Import students from CSVAdmins
Import past academic history from CSVAdmins
Print a report card, transcript, or records packetAdmins
Withdraw a student (and reactivate them later)Admins

Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

Try the live demoSubscribe on YouTube