Enrol a student

A guide to creating a new student’s record using the 4-step enrolment wizard.

Prerequisites

• Role: School administrator or Director
• The academic levels for the current year must be available

The enrolment wizard

From the Students menu, click Add a student to open the wizard. It has 4 steps:

1. Student — information about the student.
2. Guardian — legal guardian(s).
3. Enrolment — academic year and level.
4. Summary — review before the record is created.

Step 1 — Student

Required fields:

Field	Required
Last name	Yes
First name(s)	Yes
Date of birth	Yes
Gender	Yes
Nationality	Yes
Country of residence	Yes

There is no class field at this step: the academic level is chosen at the Enrolment step.

Step 2 — Guardian

Click + Add a guardian to create a legal guardian, or link an existing one. You can add up to 3 guardians. This step can be skipped and completed later from the student’s record.

Step 3 — Enrolment

Select the academic year and the academic level. Additional notes can be added to the record.

Step 4 — Summary

Review all the information entered, then confirm to create the record.

Initial status

When created, the student’s record has the status Candidate. Moving to the following statuses (Admitted, Enrolled, Active…) is then done from the student’s record.

Bulk import

Students -> Import -> CSV file to enrol several students at once.