Managing Students

This guide covers everything you need to know about working with your student list in Conductly -- from adding new students to using bulk actions across your entire roster.

Adding Students

To add one or more students to Conductly:

1. Navigate to Students in the sidebar.
2. Click the Add student button in the top-right corner (or press C).
3. In the Add New Students drawer, type one student per line in the text box, in the format Name, email. The email is optional -- only the name is required. For example:

   Ava Chen, ava@example.com
   Miles Rodriguez

4. Continue to the review step, check the parsed students, and confirm.

New students are created with the Prospective status. Because the drawer accepts one student per line, it doubles as your bulk-add tool -- paste your whole roster at once. (There is no CSV import.)

tip

You don't need contact details up front. You can always add email, phone, date of birth, instruments, and more later from the student detail page.

Viewing the Student List

The student list is your central hub for managing all students in your school. You can access it by clicking Students in the sidebar. The page has two views, switched with the List / Board toggle at the top of the Display menu:

• List (the default) -- a grouped list (not a column table), with grouping, sorting, and filter controls above it
• Board -- a pipeline board over student statuses (see Board View below)

Grouping

The student list supports several grouping options to help you organize your view:

• No grouping -- A single flat list
• Status -- Group students by their current status (Active, Prospective, Inactive, etc.)
• Instructor -- See which students belong to each instructor
• Session -- Group by the session students are enrolled in
• Instrument -- Organize by the instrument each student plays

Sorting

Use the sort control above the list to order students by Last updated, First lesson, Name, Age, Status, Sessions, or Instructor. Sorting by First lesson doesn't add a visible date column -- it just orders the list, oldest or newest first.

Filtering

Use the filters to narrow down the student list. Available filters include:

• Name -- Search by first or last name
• Status -- Show only students with specific statuses
• Age -- Filter by age range
• Started lessons -- Show students whose first scheduled lesson falls in a window: Last 7 days, Last 14 days, Last 30 days, Last 90 days, This month, Last month, This year, or a custom date range. This looks at the earliest lesson on the calendar across all of a student's enrollments, not a signup or registration date. Students with no lesson scheduled yet don't match any window -- they'll show up as soon as one is booked.
• Instructor -- Show students assigned to a particular instructor
• Instrument -- Filter by instrument
• Session -- Show students enrolled in a specific session
• Scholarship -- Filter students who do (or don't) have a scholarship

You can combine multiple filters at once to find exactly the students you're looking for.

tip

Filtering by Started lessons is especially useful combined with Save As Group -- see Groups to turn "students who started in the last 14 days" into a group that keeps itself current.

Board View

Switch to Board at the top of the Display menu to see your students as an enrollment pipeline. The Board has 8 columns, left to right, one per status: Created, Prospective, Trial Lesson, Registration Sent, Registered, Invoice Sent, Waitlist, and Active. Each card shows the student's name, their guardian(s), and how long they've been in that stage. Click a card to open the student's detail page.

Students whose status falls outside this pipeline -- Inactive, Do Not Contact, or Deactivated -- don't appear on the Board. Switch to List view to see them.

Dragging a card to another column changes the student's status. The same rules as changing a status anywhere else apply, so an invalid move snaps back with a message. Dragging requires a mouse -- the Board is desktop-only, with no touch support.

To show or hide columns, use the Columns checkboxes in the Display menu, or open a column's ⋯ menu and choose Hide column. At least one column always stays visible.

Filters carry across both views -- apply one in either mode and it stays active when you switch. Grouping, sorting, and the bulk-actions menu are List-view only.

note

Your view and column preferences are saved in your browser, not your account -- they won't follow you to another device. Choose Reset to default in the Display menu to clear them.

Searching for Students

Use the search to quickly find a student by name. Results update as you type.

Keyboard Shortcuts

Conductly supports keyboard shortcuts to help you navigate the student list faster:

Shortcut	Action
S	Focus the search bar
C	Open the "Add New Students" drawer to quickly create students
Up / Down Arrow	Move through the student list
Enter	Open the selected student's detail page

info

Keyboard shortcuts work when no input field is focused. Click anywhere outside a text field to activate them.

Favoriting Students

You can mark students as favorites to make them easy to find in busy lists. Click the star icon next to any student's name to toggle their favorite status. Favorited students automatically appear in a pinned Favorites group at the top of the list.

Favoriting is per-user: each admin has their own favorites, and favoriting a student doesn't affect other admins' views. This is especially useful when you work closely with a specific set of students.

The Student Detail Page

Click on any student's name to open their detail page. This is where you manage everything about an individual student. There is no "Edit" button -- fields on this page are edited inline: click a value, change it, and it saves.

Header and Properties

The top of the page shows the student's name and current status badge (click the badge to change the status), along with property chips for Age (opens a date-of-birth picker), Guardian, Instrument, Scholarship, Sessions, and Credits.

The page's three-dot context menu holds student-level actions: Send Email, Send SMS, View Past Emails, Assign Scholarship (or "Edit Scholarship"), Assign Credit, Merge Student, Customize page, and Delete Student.

Send SMS is greyed out if whoever the text would actually reach has opted out of texting -- the student themselves, or their guardian, when texts to that student go to the guardian's phone. Hovering the disabled button explains who opted out. See SMS Opt-Outs.

Family Members

The Family Members card shows the guardians linked to this student. Click + Add to link a guardian, or open a guardian's Actions menu to:

• View Profile -- Open the guardian's detail page
• Set as Invoice Recipient -- Make this guardian the one who receives invoices (shown with a green Billing badge)
• Remove from Family -- Unlink the guardian from this student

For more details, see Linking Students to Guardians.

Enrollments

The Enrollments card shows the student's active, upcoming, completed, and dropped enrollments. From here you can:

• Click + Enroll to enroll the student in a new session
• View enrollment details (instructor, schedule, dates)
• Use the Actions menu to edit the schedule or billing, or to Complete Enrollment / Drop Enrollment when the student is done

See Enrolling Students for a full guide.

Other Cards and Sidebar

The overview also includes Form Responses, Purchases, Invoices, and Payments cards. The right sidebar shows Contact Information (inline click-to-edit, including a free-text Gender / Pronouns field), Scholarship Information, a Financial Overview, Upcoming Lessons, and Payment Methods.

For a student with no guardian on file (a self-enrolled adult student, for example), the property chip row also includes an Email chip showing Opted In or Opted Out of marketing email -- click it to toggle. This is separate from the SMS opt-out and from lesson-reminder preferences.

Custom Fields

If your school has added custom fields for students (Settings > Custom Fields), they appear in an Additional Information card near the bottom of the page and are edited inline like any other field. See Custom Fields for how to create and manage them.

Credits

Manage make-up and refund credits for the student via the Credits chip and the Assign Credit menu item. See Credits & Scholarships for details.

Scholarship

Apply or manage a scholarship for the student via Assign Scholarship in the context menu. See Credits & Scholarships for details.

Notes

Add internal notes about the student on the Notes tab. Notes are visible only to your team and are useful for tracking conversations, reminders, or special circumstances.

Email History

Choose View Past Emails from the context menu to see a log of emails sent to the student or their guardians from Conductly.

Activity

The Activity tab shows a chronological log of everything that has happened with this student -- status changes, enrollment updates, invoice events, and more.

Bulk Actions

When you need to make changes to multiple students at once, bulk actions save you time. Select students in the list, then open the three-dot menu in the list header and choose from:

• Update Status -- Change the status of all selected students at once
• Export Student(s) -- Download the selected students as a CSV file (columns: Name, Guardian, Status, Age, Email, Phone, Session, Instructor)
• Save As Group -- Create a group from the selected students, or, if you'd rather it stay current on its own, from your active filters -- see Groups
• Restore Student(s) -- Bring back previously deleted students (see below)
• Delete Student(s) -- Remove the selected students (they can be restored later)

warning

Deleting students is reversible, but it removes them from active views immediately. A student with active enrollments cannot be deleted -- complete or drop their enrollments first.

Restoring Deleted Students

If a student was deleted by mistake, you can restore them:

1. On the student list, open the header three-dot menu and choose Restore Student(s).
2. In the drawer, find the deleted student you want to bring back.
3. Restore them to return them to your active student list.

Restoring a student preserves their original profile, enrollment history, and guardian links. It also restores their billing record, so any invoices or purchases that had been stuck pointing at the deleted customer reconnect automatically and their balance is recalculated. Deleted students remain restorable -- there is no time limit.