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Editing a student profile

A guide to the student profile tabs and what you can edit in each section.

Written by Abdullah Al-Hussein

To edit a student's profile, open the student's record and click More ▾ → Edit. The edit form covers personal details, preferences, and enrolment settings across several sections.

If you don't see the More menu or Edit option, ask your admin to check your permissions. The label "students" may be renamed in your school.

Personal details

Update the student's name, ID number, profile photo, date of birth, gender, nationality, and language.

Contact details

Add or edit email addresses, phone numbers, and home address. The primary email is used for portal login and notifications.

Preferences and billing

  • Preferred payment method — pre-selects a method in the payment modal for this student

  • Discount — a percentage discount automatically applied to new fees for this student

  • Bank details — IBAN and BIC for SEPA direct debit

  • Timezone — the student's personal timezone, used to display lesson times in the portal

Custom fields

Any custom fields set up at Settings → Custom fields appear here. Fill them in to track school-specific information.

Medical notes

Free-text field for medical information. Visible to staff with the relevant permission; not shown to the student or parents.

Labels

Assign one or more labels to group and filter students. Labels are configured at Settings → Labels.

Class subject and level

Set a default subject and level for the student. This pre-fills the subject/level fields when booking or enrolling the student, but does not restrict which classes they can join.

Substitute and reschedule allowances

  • Substitute lesson allowance — how many substitute lessons the student is permitted per period

  • Reschedule allowance — how many self-service reschedules the student is permitted (marked BETA)

Related contacts

Add parents, guardians, or other contacts linked to this student. Related contacts can be given portal access and billing responsibility. The billing tab for related contacts is not yet available in production.

Class enrolment

Enrol the student into one or more classes directly from the edit form. You can also set an enrolment start date to control from when fees are generated.

Student profile tabs

Beyond the edit form, the student profile has tabs for: Activity, Classes, Attendance, Fees, Receipts, Related contacts, Notes, Attachments, Assignments, Grades, Add documents, and Holidays. Each tab shows records associated with this student and lets you add new ones.

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