← All help guidesAdd a pupil in School view
1.
Open Pupils → Add pupil. You can add a pupil before an instructor is available.
2.
Enter Pupil name, Phone and Address. Add email and postcode where available.
3.
Check Hourly rate (£) and choose the Starting status. Waiting keeps the pupil on the School waiting list without an instructor. For Active, choose an available teaching Instructor.
4.
Choose Add pupil, then find the pupil in the list and check the details.
Edit or change the instructor
Use Edit details to change contact details or status, then Save changes. The pupil's hourly rate follows the school's lifetime-rate policy; editing contact details cannot overwrite a locked rate. Use Manage to choose the assigned instructor and Save assignment, or Open record to see the pupil's history. Check upcoming lessons separately after a reassignment; do not assume an existing booking has moved automatically.
Choose Inactive when a pupil is no longer learning with the school, or Passed after their pass has been recorded. These statuses keep history. Permanent disposal is a separate controlled action in Data & retention. In Instructor view
Open Pupils, search your assigned list and choose a pupil. Add pupil creates a school pupil assigned to you, including when you are also the School owner or administrator with teaching access. Choose Active or Waiting for your assigned pupil. To add an unassigned pupil to the School waiting list, use School view instead. Book starts a booking for that pupil. An instructor cannot use another instructor's pupil link to gain access.
Moving existing records
Use the payment badge on a pupil's card for a quick check of their next lesson. Tap it to record actual payment or an agreed cash arrangement. Add paid hours records a prepaid block in hours. See payment help before recording money already entered elsewhere. The message bubble opens that pupil's private conversation. If the pupil has no portal account, invite them using their own email. The assigned instructor or School administrator can send the invitation; the pupil chooses their password. See pupil access. Use Switch to DriveBest for reviewed CSV or XLSX pupil imports. There is no pupil spreadsheet importer on the ordinary Add pupil form. ← All help guides