Managing students

Training → Students lists every student record in your business. A student is a person who has registered for a class, been added by staff, been registered as a client employee, or been imported.

The list#

• Search "Search by name, email, or phone..." matches all four fields.
• Sort by Name (last name, then first) or Email. New students appear first by default.
• Columns: Name (links to the profile), Email, Phone, Classes (registrations not cancelled), Last Class (the date of the most recent class the student holds a registration for, upcoming ones included; imported history uses its class date).
• Import Students opens the CSV import.
• Twenty-five students per page.

Instructors see only students who have a registration in one of their classes, and get read-only profiles.

Cancelled registrations count toward neither column, so a student whose only registration was refunded shows 0 classes and no last class.

Creating a student#

There is no "Add Student" button on this page. Students come from:

• Checkout on your portal (single or group).
• Add Student on a class roster, which can create the record in step 1. See Adding students to a class.
• Corporate client employees registered for a class, who get a student record automatically.
• The CSV import, which is also the way to add students without a registration.

One student record exists per email address per business. Email matching is case-insensitive.

Deactivating a student#

The row menu's Deactivate (confirm "Are you sure you want to deactivate this student?") hides the student from every list and search. Their registrations, certificates and receipts are kept.

Exporting#

There is no export on this page. Use Reports → Students for a CSV or PDF of students with activity in a date range.

Related#

• Student profile
• Importing students
• Student accounts for portal logins.