Add & Enroll Students
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Add Students & Enrollments

Students can be added to your center in two ways: by converting a sales inquiry through the Onboarding Queue, or by registering a student directly in the Students directory.

Permissions: Accessible by Admins and Admission Counselors.

🔄 Method A: Lead Pipeline Conversion

For sales inquiries that progressed through lead stages. Preserves call history, demo notes, and inquiry metadata.

⚡ Method B: Direct Registration & Import

For direct walk-ins or existing students joining immediately. Bypasses sales pipeline and creates account instantly.

1. Method A: Convert Sales Lead & Activate Account

Admin Portal → Sidebar: Academy → Onboarding Queue

Use this workflow when a prospective student lead is ready to enroll:

  • Step 1 — Status Handoff: In Lead Management, update the lead status to Onboarded to hand off the lead to the academic team.
  • Step 2 — Intake Queue: Navigate to Academy → Onboarding Queue in the left sidebar and click on the draft student record.
  • Step 3 — Initial Payment: Under the Financial Enrollment panel on the right, enter Amount Paid, select payment Method (Cash, Bank Transfer, UPI, Card), and click the green Record Initial Payment button.
  • Step 4 — Account Activation: Under Finalize Student Account, click Activate Student Account. When the Confirm Profile Activation popup appears, click Activate Profile.

2. Method B: Direct Registration & Setup Credentials

Admin Portal → Sidebar: Academy → Students

Use this workflow for direct walk-ins or batch uploading existing academy rosters:

  • Single Registration: Go to Academy → Students and click + Add Student. Fill out personal details, contact info, curriculum, and grade level.
  • Batch CSV Import: Click IMPORT to batch upload multiple student records from a CSV file.
  • Setup Credentials: Inside the student's profile under Account Security, click Setup Credentials (or Reset Credentials) to generate or assign login email and password for student portal access.

3. Setting Up Subject Requirements & Course Fees

Student Details → Enrollments Card

Once the student profile exists (via Lead Conversion or Direct Registration), add active course subjects:

  • Open the student's Student Details page from the directory.
  • Under ENROLLMENTS, click the + button to select subjects, set mode (1-on-1 vs. Batch), and configure session counts.
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