Managing students

View, search, and manage student records — bookings, certifications, notes, and communications.

The Students section is your CRM for everyone who has ever booked a class or been added to the system. Each student has a profile with their full history of classes, certifications, payments, and communications.

Finding students

The student list with search and filters for finding any student in your system

You can filter the student list by

All — every student in your account
Booking — students who have booked a class
Import — students added via CSV import
Wallet Signup — students who created a portal account
Org Invite — students added by an organization admin

Use the search box to find a student by name, email, or phone number. The universal search (Cmd+K) also searches students from anywhere in the admin.

Student profile

Click a student's name to open their profile. The profile is organized into tabs:

Tab	What you see
Overview	Contact info, lifecycle stage, linked organization, last contact date
Classes	All bookings — upcoming, past, and cancelled
Certifications	All certs issued (with PDF download) and tracked external certs
Communications	Email and SMS history with delivery status
Payments	Payment history and amounts paid
Activity	Full audit trail — every action taken on this student

Adding notes

How to add a note to a student

1Open the student profile.
2Click Add Note (on the Overview tab or Activity tab).
3Type your note.
4Click Save Note.
5The note appears in the Activity tab with a timestamp and your name.

Lifecycle stages

Each student has a lifecycle stage that helps you understand where they are in the customer journey. Set it on the Overview tab.

Stage	Meaning
Subscriber	On your mailing list but has not booked
Lead	Interested but has not registered yet
Customer	Has booked and completed at least one class
Evangelist	Regular student who refers others

Importing students

How to import students from a CSV file

1Go to Admin → Students.
2Click Import Students.
3Download the template CSV to see the required columns.
4Fill in the template with your student data.
5Upload the completed CSV.
6Review the preview — the system will flag any errors or duplicate emails.
7Click Import to add the students.

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Tip: The system automatically detects duplicate students by email address. If a student already exists, the import updates their record rather than creating a duplicate.

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Note: To manually add a single student, click + Add Student at the top of the student list and fill in their information.

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