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

 

The new 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 Students and then List in the left panel).

2. Hover over the information you want to update in the left column. If you see a pencil icon appear, click and type the correct information. Press Enter/Return or click outside the field. (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 elsewhere to update the toggle.

 

To add or change 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 Students and then List in the left panel).

2. Click Add & Remove under Programs & Ranks.

3. The Add or Remove Programs & Ranks dialog box appears:

  • To remove a program and rank, click the X next to the program(s) and ranks(s) you want to remove.
  • To add a program and rank, select a program from the Add Program drop-down list, select the correct rank from the Add Rank drop-down list, and click the + button.

4. Click the Finish button.

 

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 Students and then List 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.

 

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