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Adding a Student to the CRM

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Effortlessly manage your students’ information with the Student Record module. Whether you’re adding new students, tracking payments, or managing course enrollments, this guide will walk you through every step to ensure a seamless experience.

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1. Access the Student Record Module

1. Log in to your admin dashboard.
2. Click on Student Central in the left-hand menu.
   • Pro Tip: The module also provides real-time financial stats like Total Revenue, Unpaid Revenue, and Overdue Revenue for quick insights.

2. Create a New Student

1. Click the Create Student button in the top-right corner.
2. Fill in the required fields in the Student Creation Form, including:
   • Name
   • Phone Number
   • Email Address
   • Any additional custom fields (e.g., tags, notes).

3. Assign Course Records

1. Click the Create Student button in the top-right corner.
2. Fill out the required fields (**marked with an asterisk ***):
   • Name
   • Phone Number
   • Email Address
3. Optional Fields:
   • If applicable, you can add the following details, but they are not mandatory:
     • Free of Charge: Toggle this if the student is exempt from payment.
     • Course Fee: Specify a fee if the student is paying for a course.
     • Choose Course: Select a course the student is enrolling in.
     • Choose Class: Assign the student to a specific class.
     • Choose Period: Define a period for the course or class.
     • Lesson Date Time: Add a specific date and time for lessons.
4. Send Email to Student (Optional):
   • Toggle this option to send an email notification to the student after profile creation.
5. Click Save to finalize the student profile.
   • Tip: You can always edit or update the details later.