What is the STUDENTS Page? – iClassPro Support

IN BRIEF
The STUDENTS page allows administrators to manage student records, enrollments, communication, and account activity in one centralized location. It provides quick access to key student details, actions, reports, and tools used for daily operations.

Overview
- Available Student Functions
Accessing the Feature
Step-by-Step Instructions
Troubleshooting & FAQs
Related Articles

Overview

The “STUDENTS” page serves as the primary hub for managing student-related activity within the System. From this page, users can:

Create and manage student records
Enroll students in classes, camps, or appointments
Communicate with students and families
Access reports and evaluation tools
Review account and ledger information

It is designed to provide both high-level visibility and detailed control over student data and actions.

Available Student Functions

Creating STUDENTS
Creating group/miscellaneous charges
Creating enrollments
Communicating with students:
- Send Email Blasts
- Manage Scheduled Emails
- Send SMS/Text Messages
- Send Push Notifications
Generating student reports/forms:
- Student Evaluation Report
- Student Evaluation Forms
- Student Attendance Report

Accessing the Feature

From the main navigation menu, select “STUDENTS” in the top navigation bar.

This opens the main student management page.

Step-by-Step Instructions

Understanding the Information Displayed

Each student record includes the following fields:

(*) Student – Name of the student
(*) Gender – Selected in student details
(*) Age – Calculated from the birthdate

Additional Details About Age Display

Age may display as:
- Whole years
- Years and months
Controlled by:
- SETTINGS > SETUP > STUDENT SETTINGS > STUDENT OPTIONS > “Display Student Age In Years Only”

Sorting Behavior

Columns marked with (*) can be sorted
Default sorting is alphabetical by the student’s last name

Using Filters

Filters allow users to refine which students appear on the page

See Which Filters Are Available for the STUDENTS Page? for a complete list of filters that are available.

Performing Actions from the STUDENTS Page

Each student has action icons that provide quick access to tools and workflows.

Student-Level Actions

Pencil/Edit icon
- Edit student details
Edit Family
- Opens the family details dialog to view or update information

Managing Enrollments

View all enrollments for the selected student and perform enrollment-related tasks.

Enrollment Options

Enrollment Wizard
- Enroll the student into a selected class
New Class Enrollment
- Opens the enrollment window for classes
New Camp Enrollment
- Opens the enrollment window for camps
New Appointment Booking
- Opens the “Create Appointment Booking” dialog

Enrollment Action Icons

Edit enrollment
- Modify enrollment details
Drop enrollment/Cancel Booking
- Assign a drop date or cancel a booking
Transfer enrollment
- Move the enrollment to a different class
Delete enrollment
- Permanently removes the enrollment

Important Note: Deleting an enrollment removes all history, including notes and attendance. Deleted enrollments cannot easily be restored and may incur a cost.

Tuition Estimate

Displayed to the right of each enrollment
Based on the current date
Provides a general estimate only
Does not account for proration

Accessing Ledger Information

Expands to show a limited view of the Family Ledger and account summary, along with direct links to allow you to perform specific ledger-related tasks.

Ledger Options

Full Ledger
- Opens the complete family ledger
New Charge
- Opens the “New Charge” dialog
New Payment
- Opens the “New Payment” dialog
Limited Ledger View
- Displays recent activity

Account Summary Fields

Last Payment
- Amount and date of the most recent payment
Total Outstanding
- Total balance due
Unapplied Payments
- Available credits not yet applied
- May include option to open the “Apply Credit” dialog
Current Ledger Balance
- Balance assuming credits are applied

Managing Student Notes

Student Notes
- Create, view, and update notes
Show Status
- Filter notes by status:
  - All
  - Open
  - Closed

Additional Student Tools

Student Attendance
- View, edit, or record attendance
- Manage absences, makeups, and Makeup Tokens
- Record future absences
Skill Evaluations
- View and update skill tracking
Point of Sale
- Launch the POS window
Audit Log
- View changes made to the student record

QuickTools

QuickTools provide additional bulk or shortcut actions

See What Are QuickTools for a list of QuickTools available from the STUDENTS page.

Troubleshooting & FAQs

Why does the tuition estimate not match billed tuition?
- The estimate provides a general idea based on the current date and does not account for proration or billing rules.
Can deleted enrollments be restored?
- Deleted enrollments cannot easily be restored and may require additional assistance or cost.
Why is a student’s age displaying differently than expected?
- Age display depends on the setting “Display Student Age In Years Only” under Student Options.
Why are some students not visible?
- Filters may be applied. Adjust filters to expand the results.