Student document templates help you create consistent, professional documents for your students. You can design templates once and reuse them whenever you need to print, save, or send student information. This guide walks you through creating templates and generating documents for individual students.
Creating a student document template
1. Go to student document templates
Go to Settings.
Select Student doc templates from the left-hand menu.
2. Add a new template
Click + Add a template.
Enter a Template name.
Edit the first paragraph in Section 1.
Add content in the Footer section if needed.
Use clear, reusable wording so the template works for all students.
3. Insert variables
Variables automatically pull information from each student's profile (e.g., name, ID, address). This helps you personalise documents without manual editing.
Click the Variable list button to view all available variables.
Copy any variable into your template text.
Examples: {student_name}, {student_id}, {address}
Save the template when finished.
Inserting a student's classes or schedule as a table
To list a student's classes rather than typing them in by hand, use one of the class/schedule table variables instead of the individual student-field variables. They all pull from the student's enrolments, so which one to use depends on whether their classes have started yet and how much detail you want to show:
{active_classes} — a plain text list of class names, started classes only. No day/time or other columns.
{classes_table_with_lesson_day} — a full table (level, hours, payment, discount columns) for all scheduled classes, whether or not they've started.
{active_classes_table_with_lesson_day} — the same full table, but started classes only.
{scheduled_classes_table_with_lesson_day} — the same full table, but scheduled/upcoming classes only.
{classes_table_compact}, {active_classes_table_compact}, {scheduled_classes_table_compact} — compact versions of the three table variables above: just class name and day/time, without the extra level/hours/payment/discount columns.
Use a compact variable when you only need to show what the student is enrolled in and when; use a full table variable when the document should also show pricing or level detail.
Creating a document for a student
1. Generate the document
Select the student you want to create a document for.
Open the Documents tab in the student's profile.
You'll see a list of all templates you've created.
Click a template to automatically fill it with that student's details.
2. Save, share, print or send the document
Once generated, you can:
Save it to the student profile
Share it through the student portal.
Print the document
Send it to the student by email or SMS
This helps you share certificates, letters, confirmations, invoices, or other documents quickly.
Tips
Use variables whenever possible to avoid manual edits.
Review your templates occasionally to keep wording and formatting consistent.
Test a template on a sample student before using it widely.
Student document templates streamline your documentation process and ensure consistent communication. Once set up, you can generate documents in seconds from any student profile.