Managing Your Pupils

To manage your pupils, you can select the ‘Pupils’ item from your dashboard:

Pupils - Desktop

Pupils - Desktop

Pupils - Mobile

Pupils - Mobile

This will take you through to the pupil list which provides you with access to all of your pupils:

Desktop

By default the list only shows active pupils, but you can use the Active/Inactive filter to show inactive pupils too.

Pupil List - Desktop

Pupil List - Desktop

  1. Search - search for pupils by name. The list will change as you type.
  2. Active/Inactive Filter - filter the pupils shown in the list based on whether they are active or not. Inactive pupils do not appear in various selection lists within the app, such as when booking a lesson. You should turn pupils inactive when they have passed their test or stopped learning with you. If they come back to you for more tuition you can always use this filter & the search box to find them and make them active again.
  3. New Action - click to add a new pupil. See Adding New Pupils for more information.
  4. Column Headers - some can be clicked to sort the list based on the contents of the column.
  5. Pupil Item - click to open the pupil profile & settings popup. See Changing Existing Pupils for more information.
  6. Select All Pupil Items On The Current Page - used conjunction with the Set Active/Inactive bulk actions. See point 8 below for details.
  7. Select This Pupil Item - used conjunction with the Set Active/Inactive bulk actions. See point 8 below for details.
  8. Set Active/Inactive Bulk Actions - Changes the active state of the selected pupils. Used in conjunction with the selection methods detailed in points 6 & 7 above.
  9. List Page Information - The list only shows a maximum of 10 items at a time. To move back and forward between pages you can use the Prev/Next links here.
  10. Actions Link - Click to show a menu with various options for a particular pupil. See Pupil Item Actions for details.
  11. Download All Contacts - download all active contacts as a VCard file. See Downloading Contacts for more details.

Pupil Item Actions

  • Pupil's Profile - view & change the pupil's profile & settings. See Changing Existing Pupils for more information.
  • Contact Details - view quick summary of the pupil's contact details including Email addresses, telephone numbers and address.
  • Payments - view & record the pupil's payments. See Pupil Payments for more details. 
  • View Pupil Progress Summary - view & update the pupil's progress. See Reviewing a Pupil's Progress for more details. 
  • Lessons & Availability - view the pupil's lesson history & availability. See Lesson History & Availability for more details. 
  • Analytics - view the pupil's statistics. See Pupil Statistics for more details.
  • Activity Log - view a timeline of activity related to this pupil, e.g. lesson booking, cancellations, payments etc. See Activity Log for more details.
  • Send a Message/Reminder - provides options for sending messages and re-sending system messages to the pupil. See Contacting Pupils for details.
  • Download Contact Card - download this contact as a VCard file. See Downloading Contacts for more details.

Mobile

By default the list only shows active pupils, but you can use the Active/Inactive filter to show inactive pupils too. Simply tap the 'Filter' action.

Pupil List - Mobile

Pupil List - Mobile

  1. Search - search for pupils by name. Enter your search terms and tap the spyglass button to filter the list.
  2. Download All Contacts - download all active contacts as a VCard file. See Downloading Contacts for more details.
  3. Filter & Sorting Menu - click for filter and sorting options. See Filters & Sorting for more information.
  4. Pupil Item - tap to show a menu with various options for a particular pupil. See Pupil Item Actions for details.
  5. List Page Information - The list only shows a maximum of 10 items at a time. To move back and forward between pages you can swipe. Swipe left - next page. Swipe right - prev page.
  6. New Action - click to add a new pupil. See Adding New Pupils for more information.

 Filters & Sorting

  • Active/Inactive Filter - filter the pupils shown in the list based on whether they are active or not. Inactive pupils do not appear in various selection lists within the app, such as when booking a lesson. You should turn pupils inactive when they have passed their test or stopped learning with you. If they come back to you for more tuition you can always use this filter & the search box to find them and make them active again.
  • Sorting - Select which field you wish to sort by. Select a direction, ascending or descending.

Pupil Item Actions

  • Pupil's Profile - view & change the pupil's profile & settings. See Changing Existing Pupils for more information.
  • Contact Details - view quick summary of the pupil's contact details including Email addresses, telephone numbers and address.
  • Payments - view & record the pupil's payments. See Pupil Payments for more details. 
  • View Pupil Progress Summary - view & update the pupil's progress. See Reviewing a Pupil's Progress for more details. 
  • Lessons & Availability - view the pupil's lesson history & availability. See Lesson History & Availability for more details. 
  • Analytics - view the pupil's statistics. See Pupil Statistics for more details.
  • Activity Log - view a timeline of activity related to this pupil, e.g. lesson booking, cancellations, payments etc. See Activity Log for more details.
  • Send a Message/Reminder - provides options for sending messages and re-sending system messages to the pupil. See Contacting Pupils for details.
  • Download Contact Card - download this contact as a VCard file. See Downloading Contacts for more details.