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The video above is bulk import from a spreadsheet (Students → Import/Export). For many records at once, follow Importing students. The steps below are one student at a time.

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Overview

Your organisation type changes the label: schools see Students, sports clubs Athletes, daycares Patients. The wizard is the same. You add the guardian on the same record (name and email). That does not invite them yet — invite from the Guardians tab afterwards.

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Steps (Web)

  1. Log in at your organisation URL.
  2. In the left sidebar, click Students (or Athletes / Patients).
  3. Click + Add student.
  4. Complete three steps, then save.
1

General

Required fields:
  • Student ID (or Athlete / Patient ID) — your internal ID, unique, max 16 characters
  • First name and Last name
  • Date of Birth (DOB) — DD/MM/YYYY
  • Gender
  • Year level
  • Class (label may match your organisation)
Click next. If that ID already exists, you stay on this step until you change it.
2

Medication care

Does this student need heightened medical care? Choose Yes or No. This is a flag for staff, not a clinical score.
3

Guardians

Search for an existing guardian by name or email, or create a new one.
  • Primary guardian is the emergency contact and always receives communications.
  • Add extra guardians if needed (up to the limit shown on the screen).
  • Email is required if you want to invite them later.
The student then appears in the list and can have a health plan.

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Edit or deactivate

On the student list or profile:
  • Edit student — change details or guardians (same three steps).
  • Deactivate — the record is no longer active. Use this when they leave; do not delete history you still need for reports.

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Steps (Mobile)

  1. Tap Students in the bottom navigation.
  2. Tap +.
  3. Fill in the same details (ID, names, DOB, guardians) and save.