Students & Progress

Adding and Managing Students

How to add students and manage their information

Adding a New Student

  1. Go to the Students tab
  2. Tap the + button
  3. Fill in student details:
    • Full name (required)
    • Phone number
    • Email address
    • Emergency contact
    • Notes
  4. Tap Save

What Happens Next?

  • Student receives login credentials (phone + PIN + password)
  • They can access the student portal
  • They can view their lessons and progress
  • They can message you through the app

Student Profile

Tap any student to view their profile with tabs:

Overview

  • Contact information
  • Credit balance
  • Total lessons completed
  • Next upcoming lesson
  • Quick actions

Lessons

  • Complete lesson history
  • Upcoming lessons
  • Cancelled lessons
  • Filter and search

Progress

  • Skill ratings (1-5 scale)
  • Achievements earned
  • Progress over time
  • Add new ratings

Pay

  • Payment history
  • Add new payment
  • Credit balance details
  • Transaction log

Logs

  • Lesson notes
  • Session summaries
  • Private instructor notes

Settings

  • Edit student details
  • Manage parents/guardians
  • Student-specific settings

Editing Student Information

  1. Go to student profile
  2. Tap Settings tab
  3. Tap Edit or the edit icon
  4. Update information
  5. Save changes

Managing Multiple Students

The Students tab provides:

  • Search by name
  • Filter by status (active/inactive)
  • Sort by name, credit balance, or next lesson
  • Quick view of credit balance
  • Color coding for credit status

Student Credit Status Indicators

  • Green: Sufficient credit
  • Yellow: Low credit (warning)
  • Red: No credit or negative balance

Archiving/Removing Students

From student Settings tab:

  1. Tap Archive Student or Remove Student
  2. Confirm action
  3. Archived students can be restored later
  4. Removed students are permanently deleted

Tips

💡 Keep emergency contact info up to date 💡 Add notes about student preferences or requirements 💡 Regularly review credit balances 💡 Use the search function to quickly find students

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