Adding and Editing Students
Students & FamiliesOn this page (5 sections)
The Students page is where you manage your entire roster. You can add, edit, search, and organize all of your students.
Adding a new student
- Go to Students in the sidebar
- Click + Add Student
- Fill in the student’s information:
- First and last name (required)
- Instrument (required)
- Skill level (beginner, intermediate, advanced)
- Email and phone number
- Lesson duration (15, 30, 45, or 60 minutes)
- Lesson price per session
- Select or create a family
- Click Save
Editing a student
Click on any student’s name to open their profile. From there you can update any field including name, instrument, pricing, and contact details.
Student status
Students can be Active or Inactive. Marking a student as inactive keeps their records but removes them from active views like the Calendar and billing.
Instead of deleting a student who’s taking a break, set them to Inactive. Their lesson history, invoices, and portal access are preserved.
Searching and filtering
Use the search bar at the top of the Students page to find students by name. You can also sort by columns like name, instrument, or status.
Deleting a student
To delete a student, open their profile and click the delete option. You’ll be asked to confirm since this removes their records permanently.
Deleting a student also removes their lesson history, attendance records, and portal access. Consider setting them to Inactive instead.
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