The student profile
Everything on a JoinCPR student profile: stats, contact details, internal notes, registration history and its actions, certifications and Add to Class.
Updated · JoinCPR help center
Open a student from the Students list, a roster, or a certification. Admins and staff can edit; instructors see a read-only version.
Header and stats
Name and email, a Back button, and for staff Add to Class and a menu with Deactivate.
| Tile | Calculation |
|---|---|
| Total Classes | Registrations not cancelled |
| Completed | Registrations marked Completed |
| Active Certs | Certificates not revoked and not expired |
| Total Spent | Sum of card-paid and free registrations. Manually paid registrations and refunds are not reflected. |
Student Information
Shows First Name, Last Name, Email, Phone, and an Account badge: Has portal account when the student has set a password, otherwise No account. If the student has any corporate registration, a Corporate Client badge links to the client.
Edit (staff) lets you change name, email, phone and Internal Notes. The email must be valid and not used by another student. No email is sent when you edit.
There is no button here to reset a student's password or create their account. Students do that themselves through the portal: see Student accounts.
Internal Notes
Free text up to 5000 characters, saved with Save Notes. Notes are never shown to students.
Registration History
Filter by status; fifteen rows per page, newest first.
- Live registrations show the class, course, add-on badges, date and time, location, status badge, and amount with Paid / Unpaid / Free and any refund.
- Imported records show an amber Imported badge with the course name and the imported class date. They cannot be edited, transferred or refunded.
Row actions (staff, live rows):
| Action | What it does |
|---|---|
| View Class | Opens the class page |
| View Details | Class, dates, location, instructors, payment badges, add-ons, question answers, agreements, keycode, transfer history |
| Resend Confirmation | Re-sends the confirmation email. From this page the receipt PDF is not attached; use Resend Receipt on the roster for that. |
| Transfer to Another Class | Pending or Confirmed only. See Transferring registrations. |
| Mark as Paid (Cash) / Mark Unpaid | Same as on the roster. Marking paid issues and emails a receipt. |
| Issue Refund / Mark as Refunded | See Refunds. For group members, refund from the class roster instead. |
Add to Class
Add to Class searches upcoming classes the student is not already in and registers them as Confirmed and Unpaid.
Warning
This shortcut sends no email, issues no receipt, asks no registration questions, collects no agreements and ignores capacity. For a proper booking with payment and a confirmation, use Add Student on the class roster. See Adding students to a class.
Certifications
Lists the student's certifications with course, certificate or card number, issued and expiry dates, status, and a Print button for certificates you issue yourself (provider-issued rows get View instead). All certifications opens the Certifications page filtered to this student. If empty: "No certifications yet. Marking a registration complete issues one automatically."
Not on this page
Receipts (use the roster), SMS preference (students manage it themselves), a merge tool, or a way to log in as the student.