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How to Update a Student’s Information on the Student Profile

 

The Student Profile Page makes it easy to update a student’s information. For example, if a student has a new phone number, you can update that right on the profile page. You may also find you need to make a few updates to students after a data import, depending on how up-to-date your student information was from your previous software or files.

 

First Steps

Make sure you’re using the new Student Profile: Click here to find out how to use the new Student Profile. Also, you need to enter a student before you can update their information; find out how to enter a new student.

 

To add or update contact/bio information:

1. Go to the student’s profile by typing their name in the Search field (upper-right corner) or clicking their name in the Student List (click Profiles and then Students in the left panel).

2. Click a section in the left column to expand it, and then hover over the information you want to update. If you see a pencil icon appear, click and type the correct information. Press Enter/Return or click the check mark to save the information. (Some fields may offer options in a drop-down list or calendar picker.)

Tip: If you want to be able to send text messages to a student, make sure that SMS is enabled. First, check that the phone number is a valid mobile number. Then click SMS Disabled, and when the toggle appears, change it to On. Click the check mark to save the change.

 

To add a second (or more) email address:

1. Go to the student’s profile by typing their name in the Search field (upper-right corner) or clicking their name in the Student List (click Profiles and then Students in the left panel).

2. On the Communications module, click the Email Management tab.

3. Click the Add New+ button.

4. Type the new email address, and then click the Add New button.

If needed, you can change which email address is the primary by clicking the email on the left side of the module, and then clicking the Primary toggle. Click the Save button to save the change. (The primary email address is the main contact, the email address that will receive announcements, messages from Message Flows, Event invitations, and so on.)

If needed, click Communications Preferences and click the toggle to turn off communication types. If a toggle is grayed out (off), the student will not receive that type of communications to the selected email address. Be sure to click the Save button to save your changes.

 

To add the program and rank:

1. Go to the student’s profile by typing their name in the Search field (upper-right corner) or clicking their name in the Student List (click Profiles and then Students in the left panel).

2. If needed, click the Programs & Ranks heading to expand that section in the left column. Click Add New under Programs & Ranks.

3. The Add New dialog box appears. If the student already has a program attached, the program will be lighter. Click the desired program(s), and then click Select Ranks.

4. If needed, select the desired rank from the drop-down list. If you selected more than one program, you will be able to select the rank for each program. The rank defaults to the first rank (for example, White Belt).

5. Click Save.

 

To remove a program and rank:

1. If needed, expand the Programs & Ranks section in the left column.

2. Hover over the program/rank you wish to delete.

3. Click the red X to the right of the program/rank you wish to remove.

4. Click Remove to remove the program and rank.

To keep the same program but update the rank:

1. Go to the student’s profile by typing their name in the Search field (upper-right corner) or clicking their name in the Student List (click Profiles and then Students in the left panel).

2. Click the Promotions tab.

3. Click the Add New+ button.

4. Select the program from the Program drop-down list; select the correct rank from the Rank drop-down list.

5. (Optional) Select the date for the promotion from the calendar. You can also enter a score in the Testing Score field.

6. Click the Create Promotion button.