To make adjustments to a Student's profile, navigate to the profile and select Actions > Edit Profile. This will open the Edit Student menu, from which you can adjust the Student’s personal details, their address & contact details, and specify their paying Client. The 'Address & Contact Details' tab also allows you to adjust the academic year of the Student, which will automatically move forward based on when the academic year commences in your company’s country.

An example of a Student profile.

Yes - default charge rates allow you to create a personalised charge rate assigned to a specific Student, meaning that whenever they are added to a Job, their default charge rate will be used instead of the Job’s default rate.

Default Student rates can be enabled by navigating to your General Accounting settings and toggling the ‘Default Student Rates’ checkbox. Once that’s done, navigate to the desired Student’s profile, select Actions > Edit Profile where you can specify the default charge rate under the Accounting tab.

Yes, within a Student’s profile page, you will find a panel titled ‘Associated Clients’ - this is a list of all Clients who are associated with this Student’s profile. Read more about associated Clients here.

Whether or not Clients have this permission is your choice - you can enable this by navigating to your Branch Details setting and enabling the 'Clients can create their own Students' checkbox. With this enabled, your Clients can create and edit Student profiles from their Client dashboard. You can read more about that here.

Yes - to add a Student’s academic year, navigate to their profile and select Actions > Edit Profile. Expand the ‘Address & Contact Details’ tab where you can specify that Student’s academic year via the ‘Academic year’ dropdown menu.

Editing a Student’s profile, with the ‘Academic year’ dropdown menu highlighted.

The year will automatically move forward with the passing of each academic year - the day this rolls over depends on where your company account is based: