Before you start
Prepare the right information
- Have the student name and contact information. For minors, have guardian name, phone, and email.
Workflow
Complete the task step by step
- 1
Open Students.
- 2
Create the student record.
- 3
Add guardian information when the student is a minor or a parent needs portal access.
- 4
Open the student detail page to review enrollments, documents, waivers, payments, notes, and lessons.
- 5
Keep sensitive internal notes clear and professional.
Expected result
What success looks like
The students and guardians workflow is configured or understood, and the user knows the next dashboard step.
Public website impactNothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.
Troubleshooting
Common problems to check
- Student and parent portal users can see only their own allowed records.
Important
Keep these boundaries in mind
- Student and parent portal users can see only their own allowed records.