Adding a Student

Learn how to add a student in School EdTech. Follow these steps to manage student enrollment and customization.
www.schooledtech.com
00:00 Introduction
00:30 Customize New Applicant Group
01:07 Select Enrollment Option
01:37 Set Semesters
01:57 Student Menus
02:36 Enroll to Classes
03:12 Export and Email Students
Adding a New Student
- **Selection Process**:
- To add a new student, navigate to the 'Students' option from the main menu and select 'Add New Student' from the action menu.
- Enter the student's first and last name. The email address is optional, but necessary for system login access.
- **User Group Options**:
- The 'New Applicant' checkbox assigns the student to a special user group for new applicants, allowing limited access to only application-related data.
- For standard students, leave this checkbox unchecked.
Enrollment and Tracks
- **Track Selection**:
- Choose the track to enroll the student in. Detailed information on tracks is available in the user guide within the 'Years Track Semester' section.
- **Enrollment Options**:
- The 'Enrollment' field can be customized to meet the school's needs, typically containing 'Alumni,' 'New Applicant,' and 'Enrolled' options. Details on customizing this field are in the 'Student Fields' section.
Semester Registration
- **Semester Selection**:
- Select the desired semesters for student registration. Multiple semesters can be chosen.
- **Finalization**:
- After filling out necessary information, click 'Create' to save and create the student profile, which leads to additional available menus for further customization.
Post-Creation Customization
- **Program Fields and Menus**:
- Post creation, fields such as tracks, enrollment, and semesters are shifted to the 'Student Program' page. Customizable student fields and menus are available and detailed in the 'CRM and Custom Fields' section.
- **Enrolling to Classes**:
- Students can be enrolled in classes either via the class itself or from the student's profile page.
Additional Functionalities
- **Student List and Export**:
- If difficulty in finding a student arises, checking and setting the filters might help. The student list can be exported using the 'Export' option from the action menu.
- **Emailing Students**:
- You can email students by selecting them and then choosing the 'Email' option from the action menu. Detailed instructions are covered in the 'Email' section.