A student's contact record gives you a full picture of their account, payment plan, and activity.

Who: School staff with contact access · Where: Contacts › (student)

Go to Contacts in the left menu, then click the student you want to view (or use the search bar at the top).

The Summary tab is the default view. At the top you'll see quick stats — Active Applications, Active Contracts, Total Paid, and Outstanding Balance — followed by Contact Information (name, date of birth, phone, address, and custom fields), which you can update with Edit Contact.

Use the tabs across the top for deeper detail: Payment Apps and Contracts, Form Submissions, Payments (methods, history, and per-period actions), Tasks, Files, and Communications.