Modifying the Status of Students
At times, you may encounter situations where a student temporarily leaves the school, or perhaps they've departed but you still wish to retain their records. In such cases, you can designate them as inactive, ensuring they remain stored within your account without receiving invoices or being added to classes.
To make students inactive:
- Click
<
to the right ofStudents
. - In the expanded menu click
View All
. - Locate the student's profile (or use the global search).
- After opening their page, click on
Edit
. - Within the 'Other Information' section, you'll find the option to change the student's status to
Inactive
and be sure to save your changes.
Once a student is inactive, they will be detached from any active or upcoming classes.
However, if you prefer to keep the student's profile active while detaching them from a class, follow these steps:
To detach a student from a class:
- Click
<
to the right ofClasses
. - In the expanded menu click
View All
. - Select the season and click the class (or use our handy global search feature).
- Head over to the
Student List
tab. - Click
Attach/Detach
. - Toggle the attending button, this should automatically save their status in the class.
If you decide to permanently remove a student from your account along with their records, follow these steps:
To delete a student profile:
- Click
<
to the right ofStudents
. - In the expanded menu click
View All
. - Locate the student's profile (or use the global search).
- After opening their page, click on
Delete
. - Select
Yes
to confirm the deletion.
Note: Deletion is a permanent action and cannot be reversed.
By following these steps, you can efficiently manage the status of students, ensuring your records remain organised and up-to-date within your account. ✅