To make adjustments to a Student's profile, go to People > Students > select the Student > Actions > Edit Profile. This will open the Edit Student menu, from which you can adjust the Student's personal details, their address and 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.
Frequently Asked Questions
Can I add a default Charge Rate to a Student?
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 via System > Settings > Accounting > General by toggling the 'Default Student Rates' checkbox. Once that is done, go to People > Students > select the Student > Actions > Edit Profile where you can specify the default Charge Rate under the Accounting tab.
Note: The default Charge Rate field will not appear on the Student's profile until 'Default Student Rates' is enabled, and the Accounting tab is only editable by Administrators.
Can a Student have multiple Clients associated with their profile?
Yes. Go to People > Students > select the Student and 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.
Can a Client edit a Student's profile?
Whether or not Clients have this permission is your choice. You can enable it via System > Settings > Company Details > Branch Details by 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 Branch Details here.
Can I add my Student's academic year to their profile?
Yes. Go to People > Students > select the Student > Actions > Edit Profile and 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:
United Kingdom: 1st September
United States: 1st August
Australia: 30th December
Rest of the world: 1st September