Manage student accounts

Prerequisites: Student accounts can only be added to a primary customer account. You must create a customer account for the student before creating the student account if one does not already exist.

1. On the Add/Change Students window, click Add. The Pick Customer window displays.
2. Select the customer record to which you want to add a student record and click Select. The Add/Change Students window redisplays.
3. If the student is the same as the customer, click Copy Name. Otherwise, enter the student's name in the Student Name box.
4. Optionally enter values in the Level, Organization, and Birthdate boxes.
5. Enter any notes about the student in the Notes box.
6. If your workstation is set up to use OpenEdge or Vantiv Integrated Payments for credit card authorizations, enter or edit the student's credit card information in the Cred Card/Type/Exp boxes.
7. Click Save.

1. On the Add/Change Students window, click Find. The Pick Customer window displays.
2. Select the customer record associated with the student record you want to change and click Select. The Add/Change Students window redisplays.
3. If the first student record displayed is not the one you need to change, use the Next/Previous/Top/Bottom buttons to find the correct record.
4. Edit any information as necessary and click Save.

1. On the Add/Change Students window, click Find. The Pick Customer window displays.
2. Select the customer record associated with the student record you want to delete and click Select. The Add/Change Students window redisplays.
3. If the first student record displayed is not the one you need to delete, use the Next/Previous/Top/Bottom buttons to find the correct record.
4. Click Delete.