Add a Student

A student is a person who can be converted from a lead, or they can be set up as a student directly.

Students must have a membership assigned to assign their syllabus before they can check in to classes.

Since AXIS can only use a user email once, there is a slightly different process for students who are under 18 to adult students.

Here's how to add an adult student...

1.Navigate to  User Management.
2. Click on Add Student button.
3. Enter student information First Name, Last Name and Email Address.

Note: While all fields are important for record-keeping, they are not mandatory, and when the student gets sent the verification email, they can fill in the remaining information if they choose to.

4. Click Save.

Note: If you're adding several students at once, you can choose Save & Add More to streamline the process without returning to the main list each time.

Note: As soon as a student is added with an email, they will be sent an account verification email. This is so they can sign the legal documents, and be ready to have a membership assigned (they may have already signed the legal documents if they were converted from a lead).

Here's how to add a student who is under 18...

Important: For students under 18, DO NOT put in an email address, you will create a relationship to the parent afterwards.

1.Navigate to  User Management.
2. Click the Add Student button.
3. Enter student information First Name, Last Name and Birthdate if you know it.
4. Click Yes to proceed.

Note: The system will  prompt you to create a relationship to the parent or guardian. You can ignore this and create a relationship after you have added the student if you don't have the relationship details yet.


Note: You can either select an existing bill payer or create a new one. 

5. Respond to the Relationship Prompt, Click Yes button.
6. Enter the necessary information for the bill payer or guardian.
7. Click Add.

Note: Refer to the help articles on "relationships" for more detail.