Student Profile - Add a Student Record & Parent Contact

Student Profile- Add a Student Record & Parent Contact How do I add a student? Simply click the green Add Student button, located at the top of your list of student names (the Quick List).

Adding a Student

At the very top of your Quicklist, you'll see a button to "Add Student"


 

Clicking this launches a popup that requires only the student name, grad year and status (active, prospect, archive).

For your convenience we have provided optional sections you can expand and fill out within the popup. You are not required to fill in these additional fields.

After entering name, year, status, click 'Charge me...'to proceed.

Upon adding a student, please be aware that you will incur an immediate charge upon completion of the addition process. 


A new student record has been created. The student's name will appear at the Quick List and at the top of the center screen.  Click the icon button to the left of the student's name to begin entering the student's biographical information. This is called the student's profile. These banners mimic the information collected by the Commonapp.org for college applications.

Adding a Parent Contact

At any point after student creation

  1. Go to any Student Record > Click the pencil to open the Student profile
  2. Click "Add New Contact"
  3. Enter name & email
  4. Click save