Contacts

Contacts are using to store all information about school members, users, students, partners, customers and etc. School contacts can be automatically created by requests and when you are creating a student.

Find and navigate contacts

To reach your contacts go to Management - Contacts.

Here you can create contact
This option allows to merge similar contacts into one
Use this option to import contacts from MS Excel files
Create student from the chosen contact
Add your contact to any group right from the list. The platform will automatically transform it to student
Options to delete or stick a reminder on contact

Creating the contact

Select the Add (1) button to create a new contact
Fill the profile information about your contact (this fields are customizable from school settings)
Select OK and a new contact will appear in list

Merging the contacts

Select the contacts by checkboxes you want to merge and click on Merge Contacts (2) button
Choose the main contact from the list and select OK

Import the contacts

Select Import (3) button
Select an option to merge contacts or not
Upload the Excel file with pre-created contacts list

Contact profile

Contact profile is the detailed page of each contact, with editing options and some extra information.

Edit contact fields, upload an avatar, change information
See the contact’s group list
The requests the contact comes from
Financial information including payments, fees and etc.
Financial discounts of the selected contact
Certificates generated from completed courses
Contact editing history. Help to track all changes done by school members
With this option you can write some notes relative to contact and also attach files
All school notifications sent to the contact including scheduled
Use reminders to notify yourself. For example to do some calls
Export contact profile as pdf file
Direct link to contact’s student profile