--- title: Student Profile - Add a Student Record & Parent Contact description: "Student Profile- Add a Student Record & Parent Contact\nHow 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)." --- [Skip to content](https://helpdesk.counselmore.com/bio-banners-add-a-student-record-parent-contact#main-content) English Show submenu for translations [![CounselMore College Planning Software Knowledge Base](https://helpdesk.counselmore.com/hs-fs/hubfs/logos/CMLogo_CCS_wide_trans-w2000-1.gif?width=1116&height=125&name=CMLogo_CCS_wide_trans-w2000-1.gif)](https://helpdesk.counselmore.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations Select below, or search by topic - There are no suggestions because the search field is empty. 1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en) 2. [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en) 3. [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-biographical-banners) # Student Profile - Add a Student Record & Parent Contact ## Add a new student with the green + Student button at the top of your Quick List (the list of student names on the left). Only four fields are required — everything else can be filled in later, or pulled in from a document with AI Assist. Once the student exists, you can add parents, guardians, and other contacts from the student's **Contacts** banner. ### **Adding a student** 1. Click the green **+ Student** button at the top of the Quick List. ![addstudent-1](https://helpdesk.counselmore.com/hs-fs/hubfs/addstudent-1.png?width=670&height=285&name=addstudent-1.png) 2. The **Add Student** window opens. Fill in the four required fields: - **Student name** - **Grad Year** - **Status** — for example, Active or Prospect - **Placement** — for example, Undergraduate (click the **i** icon for more about each option) ![addstudentform](https://helpdesk.counselmore.com/hs-fs/hubfs/addstudentform.png?width=670&height=302&name=addstudentform.png) 3. Optionally, fill in: - **Student Email** - **Create Google Drive folder** — tick this to create the student's folder in your connected Google Drive. 4. Optionally, expand any section under **Fill later, or let AI do it** to add more now: - Student's contact information - Parent / guardian contacts - Academic information - Assessments and test scores - Master Folders *(shows when Create Google Drive folder is ticked)* You can skip all of these and come back to them on the student's profile any time. 5. Click **Create**. ![createstudent-1](https://helpdesk.counselmore.com/hs-fs/hubfs/createstudent-1.png?width=670&height=312&name=createstudent-1.png) **Other ways to add students** - **Let AI fill it in:** the right side of the Add Student window has **AI Assist**. Drop in an intake form, transcript, resume, or meeting notes, and AI sorts the details into the right fields for you to review. See [Add Student Using AI Assist to Import Student Data](https://helpdesk.counselmore.com/add-student-using-ai-assist-to-import-student-data?hsLang=en). - **Add a whole roster:** click **Open Bulk Import** in the Add Student window to create students, contacts, and GPAs from a spreadsheet. See [Bulk Import](https://helpdesk.counselmore.com/bulk-upload?hsLang=en). **After you click Create** The new student appears at the top of your Quick List and opens in the center of the screen, and your **Active Students** count goes up by one (for Active students). To fill in the rest of the student's details, click the **pencil icon** to the left of the student's name (*Open / Edit student record*). This opens the student's profile — the biographical banners, which mirror the information the Common App collects. ![studentadded](https://helpdesk.counselmore.com/hs-fs/hubfs/studentadded.png?width=670&height=277&name=studentadded.png) **Adding a parent contact** You can add parents, guardians, and other stakeholders any time after the student record is created. The **Contacts** banner is for non-student contacts only. 1. Open the student's record and click the **pencil icon** next to their name. 2. Click the **Contacts** banner to expand it. 3. Click into the first row and type the contact's **Name** and **Email**. The row saves automatically — you'll see a **Contact updated!** message in the top right corner. ![addcontacts-1](https://helpdesk.counselmore.com/hs-fs/hubfs/addcontacts-1.png?width=670&height=332&name=addcontacts-1.png) 4. Optionally, click into the other columns to add more details: **Contact Relationship**, **Other children** (names, ages, schools), **Phone**, **Timezone**, and **Schools / Alumni / Highest Degree / Occupation**. 5. To add another contact (for example, a second parent), click **Add New Contact** and fill in the new row the same way. ![contactadded](https://helpdesk.counselmore.com/hs-fs/hubfs/contactadded.png?width=670&height=334&name=contactadded.png)   Once a contact is saved, you can also use the row to: - **Share Drive** — share the student's Google Drive folder with this contact. - **Invite** — invite this contact to the Parent Portal. See [Invite Student/Parent to Portals](https://helpdesk.counselmore.com/bio-banners-invite-student-parent-to-portals?hsLang=en). - **Receive emails** — choose whether this contact receives communications and invoices. 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