Register a student
Use the registration wizard to create a student record and enroll the student in a live course. This workflow is for staff with student-creation access.
Before you start
- Make sure you are working in the correct branch.
- Have the student's full name, email address, and phone number ready.
- Confirm that the course is available and that the student's enrollment date is correct.
Steps
- In the admin app, open Student → Registration.
- On Student Info, enter the student's full name, email, and phone. Add any other profile details you have, then select Next.
- On Enrollment, choose a course and enrollment date. Review the course details and the sessions available from that date. The wizard determines the eligible session range from the course schedule.
- Choose an enrollment status if the form offers one. The registration wizard provides Active and Pending options for this course enrollment.
- On Invoice, review the invoice dates and any pricing or discount details that apply. Pricing plan and payment option may be optional in the form; an invoice and payment schedule are created only when the required pricing details are provided.
- On Review, check the student, enrollment, and billing information. Select Previous if you need to make a correction.
- Select Complete Registration to submit.
Enrollment date checks
The selected date is checked against the course sessions. Registration is rejected when the course has no sessions, the date is after the course has ended, all sessions have already passed, or fewer than half of the course sessions remain from the eligible start. If the date is not accepted, choose an eligible date or ask your administrator to review the course schedule.
If you see an email error
Student email addresses must be unique. Check whether the student already has a record in the current branch before trying again. If you are unsure whether records refer to the same person, ask an administrator rather than using a substitute email address.