Managing Pupil Status

This guide explains how to change a pupil's status from Active to Waiting, Inactive, Enquiry or Passed.

Table of Contents

• Accessing a Pupil’s Profile

• Moving a Pupil to Waiting

• Moving a Pupil to Inactive

• Moving a Pupil to Passed

• Moving a Pupil from Enquiry
  
  
  

Accessing a Pupil’s Profile

1. From your main Pupil Menu, locate the Active list.

2. Tap on the name of the pupil you wish to manage.

3. On the pupil’s detail screen, tap Profile to open the management menu.

Moving a Pupil to Waiting

Use this option when a pupil is taking a break or is on a hold list.

1. In the Profile menu, scroll to the bottom.

2. Tap Move Pupil To... and select Waiting.

3. A confirmation box will appear. Tap Confirm to complete the action.

4. The pupil is now removed from your Active list.

5. To verify, tap the Waiting tab at the top of your Pupil Menu – you will see the pupil listed there.
   Note: If you're part of a school, you'll have the option to move the pupil to the school's waiting list. This returns them to the school and removes them from your personal waiting list. Only use this option if you no longer want the pupil on your own list.
   
   

Moving a Pupil to Inactive

Use this option for pupils who have discontinued lessons permanently (e.g., moved away or no longer require instruction).

1. In the Profile menu, scroll to the bottom.

2. Tap Move Pupil To... and select Inactive.

3. A confirmation box will appear. Tap Confirm to complete the action.

4. The pupil is now removed from your Active list.

5. To verify, tap the Inactive tab at the top of your Pupil Menu – you will see the pupil listed there.

Moving a Pupil to Passed

Use this option when a pupil has successfully passed their test.

1. In the Profile menu, scroll to the bottom.

2. Tap Move Pupil To... and select Passed.

3. A confirmation box will appear. Tap Confirm to complete the action.

4. The pupil is now removed from your Active list.

5. To verify, tap the Passed tab at the top of your Pupil Menu – you will see the pupil listed there.

Moving a Pupil from Enquiry

If you are using the enquiry form on your website, then pupils who have filled in the form will appear in your enquiry list

1. From the pupil list Click on Enquiry

2. Click on the pupil you would like to move

3. Click on details to check they are in your area/you are happy to take them on

4. Go back to profile and send app invite and move to Active, waiting or School waiting

5. To verify, tap the corresponding tab at the top of your Pupil Menu – you will see the pupil listed there.