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add_a_new_student

Adding a New Student

The preferred way to add a new student is through the Inquiries page. When you are logging and inquiry or guest you can choose the “Save and Book” button to save the inquiry and move to the New Student page with many fields already filled out with the information from the inquiry. You can also click the book link on an unbooked inquiry in the list of inquiries to start adding a new student record based on the inquiry.

The other option is to click “Students” on the program's opening page, then click “Add a New Student”. This will open a blank student record.

Complete the form as completely as possible as described in Student Form Fields and press Save to add the new student. Couples should only be entered and enrolled as one student with both names, even if they sometimes takes lessons separately. The name of the individual taking a specific lesson can be entered into the lesson notes, if desired.

add_a_new_student.txt · Last modified: 2018/11/01 13:34 (external edit)