The Student Summary section of the Student profile shows Users key highlights on the Student. Sections which are shown here are managed by the System Administrator in SETTINGS > USER PERMISSIONS > USER ROLE > STUDENT SUMMARY TAB.

Depending on what options have configured to show on the Students Summary page, Users could see the sections outlined in this article.

PROFILE DETAILS

This section enables Users to view and manage the Students profile and associated fields within it.

PHOTO

Users can manage and view a Student's Photo's with the relevant permissions.

TITLE AND NAME

Users can manage and view a Student's Title and Name with the relevant permissions.

EMAIL

Users can manage and view a Student's Email address with the relevant permissions.

COUNTRY

Users can manage and view a Student's Country with the relevant permissions.

GROUPS

Users can manage and view the Groups which a Students should be associated to with the relevant permissions.

GENDER

Users can manage and view a Student's Gender with the relevant permissions.

TOWN

Users can manage and view a Student's Town with the relevant permissions.

HOME NUMBER

Users can manage and view a Student's Home Number with the relevant permissions.

DATE OF BIRTH

Users can manage and view a Student's Date of Birth with the relevant permissions.

ADDRESS

Users can manage and view a Student's Address with the relevant permissions.

MOBILE NUMBER

Users can manage and view a Student's Mobile Number with the relevant permissions.

DISABILITY

Users can manage and view a Student's Disabilities with the relevant permissions.

Options include NO DISABILITY (default option) and HAS DISABILITY. If HAS DISABILITY is selected Users can choose from a list of Disabilities in the system to associated to the Student.

WORK NUMBER

Users can manage and view a Student's Work Number with the relevant permissions.

POSTCODE

Users can manage and view a Student's Postcode with the relevant permissions.

STATUS

Users can manage and view a Student's Status with the relevant permissions.

Options include ACTIVE (default option), INACTIVE and FROZEN. If INACTIVE is selected Students will no longer be able to log into the platform and this Student will not become visible for Users on any booking, or Groups forms. If FROZEN is selected, Users must enter a date until which the Student will remain Frozen and a reason for the Student to be Frozen. Frozen functionality is useful to keep the Student list compact if one knows that a Student will not be engaging with the platform for a period of time for a specific reason.

TUTOR VISIBILITY

Users can manage and view a Student's Tutor Visibility with the relevant permissions. 

Options include PUBLIC (default option) and PRIVATE. If a Student has PUBLIC Tutor Visibility then all Tutors will be able to view them on the system in the Student list. If PRIVATE is selected, then only selected Tutors will be able to view this Student.

If a Student is marked as PRIVATE and only associated to specific Tutors, Students will also not be able to see any scheduled bookings with other Tutors that they are not associated to.

REF (AKA ALT ID)

Users can manage and view a Student's Alt ID with the relevant permissions.

This field is not used by Education Organisations.

CLIENT REFERRAL ID

Users can manage and view a Student's Referral ID with the relevant permissions.

BOOKING PERMISSIONS

Users can manage and view a Student's booking permissions with the relevant permissions.

Options include DEFAULT (option set by System Administrator in SETTINGS > CLUB SETTINGS), REQUEST and BOOK. REQUEST option enables Students to only Request a booking on the system. If this option is selected then bookings made by Students will not be confirmed until Users have ACCEPTED the booking. BOOK option enables Students to make bookings without them having to be ACCEPTED by other Users. 

This menu enables Users to configure the Booking Permissions for this specific Student which may be different from the default Club configured Booking Permissions as set in SETTINGS > CLUB SETTINGS.

LINKED STATUS

Users can manage and view a Student's Linked Status with the relevant permissions. 

Options included LEAD, LINKED TO and NO LINKING (default option). LEAD option enables Users to create a link between this Student and other Students and mark this specific Student as the Lead Student. This information will show up on reporting when Students have made bookings and have no credits for them. This functionality enables Users to share Package Credits between Students.

LINKED TO option enables Users to associate this Student to another Student who has been marked as a Lead Student. It is not possible for a Student to be a Lead Student and also linked to another Student who is a Lead Student. 

NO LINKING option enables Users to leave any linking between Students.

HOME LOCATION

Users can manage and view a Student's Home Location with the relevant permissions.

it is important to associate a Home Location (Home Club) to a Student as this field will filter Schedules, Trainers and Packages for Students when they log into the Software. 

GUARDIAN ANGEL

Users can manage and view a Student's Guardian Angel Trainer with the relevant permissions.

This field enables Users to link Students to a specific Trainer in the software. If associated to a specific Tutor then the Tutor will be able to see all visibility over the Students bookings and associated use on the software regardless of if this Student has been associated to any bookings with this Tutor or been associated to them through Tutor Visibility.

ETHNICITY

Users can manage and view a Student's Ethnicity with the relevant permissions. Users should select an Ethnicity grouping to associated to a Student.

HEALTH CONDITION

Users can manage and view a Student's Health Condition information with the relevant permissions. 

Options include NONE (default option) and SPECIFIED. If SPECIFIED is selected Users can enter a manual note on this Student.

RECEIVE NEWSLETTER

Users can manage and view if a Student should receive a Newsletter with the relevant permissions.

Option include YES and NO (default option).

MANUAL DELIVERY

Users can manage and view how a Student should receive their Course Manual with the relevant permissions.

Option include ONLINE (default option) and MANUAL.

REGION

Users can manage and view a Student's Region with the relevant permissions. Users should select a Region from the drop down menu options.

INTERESTED IN

Users can manage and view what Courses or Modules a Student is interested in with the relevant permissions. 

COURSES

Users can manage and view what Courses a Student should be tagged to with the relevant permissions. 

SOURCE

Users can manage and view a Student's Source with the relevant permissions. Users should select a Source from the drop down menu options.

LEVEL

 

Users can manage and view the Level associated to a Student. Users should select a Level from the drop down menu options.

RESEND WELCOME EMAIL

User can select to resend the Welcome Email to the Student with the relevant permissions..

MERGE

Uses can select to merge this Student with another Student profile with the relevant permissions.

 

FUTURE EVENTS

This section enables Users to view and manage Future Events that a Student has been associated to, with the relevant permissions.

VIEW ALL

If Users select the VIEW button, they are taken to an overview page as shown below:

Users can filter the information on this page as they need to with any of the filter options.

Information is presented with the following headers:

DATE

This field shows the date and time of the event.

BILLED

This field shows if the event has been billed and the credit deducted from the Course. System billing is configured by System Administrators in SETTINGS > PAYMENT SETTINGS.

NAME

This field shows the Name of the event.

TUTOR

This field shows the Tutor associated to the event.

LOCATION

This field shows the Location associated to the event.

DURATION

This field shows the Duration associated to the event.

STATUS

This field shows the Attendance Status of this event.

EDIT EVENTS

If Users select the EDIT button on any Summary page for an event, the Edit appointment form will be loaded to enable Users to Edit the event, with the relevant permissions.

Any changes to the appointment made will update the Schedule accordingly.

PAST EVENTS

This section enables Users to view and manage Past Events that a Student has been associated to, with the relevant permissions.

Information is presented with the following headers:

DATE

This field shows the date and time of the event.

BILLED

This field shows if the event has been billed and the credit deducted from the Course. System billing is configured by System Administrators in SETTINGS > PAYMENT SETTINGS.

NAME

This field shows the Name of the event.

TUTOR

This field shows the Tutor associated to the event.

LOCATION

This field shows the Location associated to the event.

DURATION

This field shows the Duration associated to the event.

STATUS

This field shows the Attendance Status of this event.

 

ASSIGNED COURSES

This section shows a summary of up to 3 Courses assigned to this Student. If Users select the VIEW ALL button, they are taken to the Courses section of the Students Profile where they are able to manage Course assigned to this Student, with the relevant permissions.

RECENT ACTION NOTES

This section shows Users and Notes that the Student has added to the platform. Students can create the following type of notes:

• Food Diary
• General 
• Activity

This field is not used by Education Organisations.

RECENT NOTES

This section enables Users to add a Note to the Students Profile, with the relevant permissions. Notes are a useful way for Users to store information on a Student. Notes can be associated to the following types:

• Historical
• Alert
• Money
• Health
• Admin
• Activity
• Assessment
• Away
• Late Cxl
• Pre Sign-up

If Users add an Alert or Health note to a Student profile, this Student will turn RED on the Schedule to alert other Users that this Student has an important Note that they should be aware of.

Users can Add, Edit and Delete Student Notes with the relevant permissions. It is possible to change the STATUS and associate an ATTACHMENT to a Student Note as shown below:

RECENT DOCUMENTS

This section enables Users to view a summary of the most recent 3 Documents associated to a Students profile.

If users select the VIEW ALL button they will be taken to the Documents section of a Student's profile.

Users with the relevant permissions can ADD and EDIT existing Documents associated to a Students profile.

CREDIT CARDS

This section enables Users to add a Credit Card to a Students profile with the relevant permissions. Credit Card information can only be managed if the System Administrator has connected their payment settings to STRIPE.COM payment Platform. 

All Credit Card information is stored in Stripe.com and Fisikal only stores a token for the cards. No Credit Card information is stored directly in Fisikal.

Users are able to enter a Credit Card on behalf of a Student. Storing Credit Cards enables Users to charge the Student for Courses, Products and Subscription when the Student is not present.

If any of the details entered by Users about the Credit Card or the address the Card is registered to are incorrect, Users will see an error message highlighting the error. 

When a Credit Card has successfully been associated to a Student, Users will only ever see the last 4 digits of the Card on the Students profile.