Overview
When a student has left or completed services you may wish to remove them from the student list.
There is no need to delete a student from the system - just make them inactive. They will not clutter up your system but are still there should they return for more services.
Article Sections
Hide or Make a Student Inactive
1. Open the student record and press Edit while on the Info tab.
2. In the Student Code field type Inactive and select the relevant Inactive from the options.
Inactive Customer
3. Making a private pay student inactive will make the attached parent/customer record inactive too. (Unless there are other active students linked to the customer)
You may still create invoices and log payments for inactive families but you will need to manually include inactive students or inactive customers to view records.
Reactivate an Inactive Student
4. From the Student List select Filter.
5. In the Show Active filter select Inactive.
6. Open the relevant record and press Edit while on the Info page.
7. In the Student Code field select Auto.
8. Change the filter back to Show Active.
Delete a Student
9. Only delete a student if you have a duplicate that has no sessions or billing attached. You can merge duplicate students and it will merge sessions and billing. Otherwise make the student inactive per the above instructions.
10. Place a check mark next to the student name in the list.
11. Select the delete icon and save.
Link To
OB03. Active Students for Billing