1. Intake
Turn enrollment into an organized record
Capture student and guardian contact details, package choice, pickup context, permit and waiver status, and the next staff action through the school's configured workflow.
- Student and guardian details
- Package context
- Readiness status
2. Review
Keep documents and follow-up visible
Use the student record to review uploaded documents, permit status, waiver history, private staff notes, and portal access without opening unrelated tenant records.
- Document review
- Professional notes
- Portal invitations
3. Lessons
Connect scheduling and progress
Review upcoming and past lessons, instructor context, completion status, skills or progress notes when configured, and the remaining package balance.
- Lesson history
- Progress records
- Package usage
4. Money and communication
Answer family questions with better history
See related payment status, receipts or refunds, school notices, and communication context so permitted staff can follow up without relying on memory.
- Payment status
- Receipt and refund history
- Communication trail