---
title: Student Profile - Add a Student Record & Parent Contact
description: "Student Profile- Add a Student Record &amp; 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

## 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**"

![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Nov-20-2024-01-14-38-6805-PM.png?width=204&height=297&name=image-png-Nov-20-2024-01-14-38-6805-PM.png)

![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Nov-20-2024-01-13-24-0329-PM.png?width=688&height=293&name=image-png-Nov-20-2024-01-13-24-0329-PM.png) 

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.

![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Mar-11-2025-11-35-29-9449-AM.png?width=926&height=672&name=image-png-Mar-11-2025-11-35-29-9449-AM.png)

**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

 

![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Mar-11-2025-11-37-06-9279-AM.png?width=1381&height=637&name=image-png-Mar-11-2025-11-37-06-9279-AM.png)

 

 

 

- [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content)

    - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up)
    - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training)
    - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up)
    - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation)
    - [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-parent-student-users)
- [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en#main-content)

    - [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-biographical-banners)
    - [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-assignments-tab)
    - [Clients - Files tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-files-tab)
    - [Clients - Messages tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-messages-tab)
    - [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab)
    - [Clients - Quicklist](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-quicklist)
    - [Clients - Contacts](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-contacts)
    - [Clients - Fin Fit tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-fin-fit-tab)
- [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#main-content)

    - [College Data](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data)
    - [College List - Columns](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-list-columns)
    - [College Data - App Tracker](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data-app-tracker)
- [GOOGLE-DRIVE](https://helpdesk.counselmore.com/google-drive?hsLang=en#main-content)

    - [Google Drive Settings](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-settings)
    - [Google Drive - Master Folders](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-master-folders)
    - [Google Drive - Document Management](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-document-management)
- [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#main-content)

    - [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-my-business)
    - [Settings - Branding](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-branding)
    - [Settings - Default Data Columns](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-default-data-columns)
    - [Settings - Routine Assignments](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-routine-assignments)
    - [Settings - Webmaster](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-webmaster)
    - [Settings - Broadcast Station](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-broadcast-station)
    - [Settings - Reporting](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-reporting)
    - [Settings - Professional Log Books](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-professional-log-books)
    - [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-toolbox)
    - [Settings - Texting Set up](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-texting-set-up)
    - [Settings - Accounting Setup](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-accounting-setup)
    - [Settings - Integrations](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-integrations)
- [SALES & DEMONSTRATIONS](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#main-content)

    - [Sales, Free Trials, Demonstrations](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#sales-free-trials-demonstrations)
- [MEMBER BENEFITS](https://helpdesk.counselmore.com/member-benefits?hsLang=en#main-content)

    - [Community Resources](https://helpdesk.counselmore.com/member-benefits?hsLang=en#community-resources)
    - [Member Benefits](https://helpdesk.counselmore.com/member-benefits?hsLang=en#member-benefits)
    - [Customer Service Support](https://helpdesk.counselmore.com/member-benefits?hsLang=en#customer-service-support)
    - [Privacy Policies](https://helpdesk.counselmore.com/member-benefits?hsLang=en#privacy-policies)
- [Sales Lead Tools](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#main-content)

    - [Directory](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#directory)

[![Chill listening crop-3](https://helpdesk.counselmore.com/hs-fs/hubfs/seminarsBadge-gold.png?width=26&height=26&name=seminarsBadge-gold.png "Chill listening crop-3")](http://counselmore.com)

Please note that CounselMore is a robust college planning platform with multiple integrations.

Copyright © 2025, CounselMore