All videos
AdminsStudents

Add a student and their guardian

A 60-second screen recording of a real school doing exactly this — and the same 8 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. 5Type the Parent's name and Parent's email on the same form — their record is made and linked, and reused if they are already a parent here
  6. 6Click Add student, then open the new student from the list
  7. 7To add a second parent, in the Guardians card click Add guardian and enter First name, Last name, Relationship, Email, and Phone
  8. 8Click 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.

Next in this group

Do it in your own school

Everything in this video is in every plan. Your first 30 days are free — no setup fee, no sales call.