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How To: Send the Student Form
How To: Send the Student Form

Student Form, Pending Students, student details, onboarding, digital forms.

Fiona Loudon avatar
Written by Fiona Loudon
Updated over a week ago

Our digital Student Form is the most efficient way to collect details from new students, or have existing students update their contact information.

Adding New Students

Click on Add New Student to bring up a blank student profile. In the top right-hand corner, click on Send Student Form, and enter the person's email address or copy & paste a list of email addresses.

Everyone who has been sent the Student Form to complete will appear in your Pending Students list, which you can access by toggling on Pending Students in your Student List filters. Uncompleted forms will be highlighted in blue and completed forms will be highlighted in green and labelled Needs Approval.

Click on the profile flagged for approval and review the information provided, and add any contract and status details, and style & rank. Click on Save As New Student to make their profile active.

To delete a request, click on the profile, scroll to the very bottom and select Delete Request. Note: If the receiver tries to complete the form after the request has been deleted they will receive an error message, and you will need to send them a new Student Form to complete.

Request New Details From Existing Students

Click on Edit in the top right-hand corner of the students profile, followed by Send Student Form.

A duplicate profile for the student will be created in your Pending Students list and flagged for approval once the student has completed the form. Review the information provided and select Save Student to save these details to their existing profile.

Do you have an existing student list you would like imported? Contact our customer service team at support@martialytics.com to book a data import.

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