TABLE OF CONTENTS
- Introduction
- Add a current student profile
- Add student info
- Add contacts
- Add a spouse for the contact
- Link to an existing profile for a contact’s spouse
- Add a new contact’s spouse
Introduction
Most schools create student profiles in Zunia when students send in their application, often well before starting term.
But if a new student is starting term and doesn’t have an existing profile in Zunia, you can add them into the system as a current student. Note that this is different from enrolling students in classes.
School administrators can create profiles for current students in Student profiles > Current students.
If you don’t have all the details you need to complete the profile, you can add them later. And if you make a mistake, select Back to return to the details you want to change. Any edits you make are saved, so you don’t have to re-enter them.
Add a current student profile
To add a current student profile, go to Student profiles > Current student profiles and select Add student.
Add student info
First, select Person and add the Student info:
- Enter the student’s Personal info and select Next.
Name matches are displayed to avoid duplicating profiles, so the name displays in a list if the student’s profile already exists in Zunia.
To create a new record, make sure Create new record is selected and select Next.
- Enter the student’s Background info and select Next.
- Enter the student’s School info and select Next.
Add contacts
When you’ve entered the Student info, add a Contact person.
If the contact person already exists in the system:
- Select Use existing, enter their name or ID and select Search. Then, select the contact person from the list and select Next.
This takes you to enter your Contact options, so skip ahead to that below.
If the contact person is a company:
- Select Company then add the Company name and a contact person in Company attention. Select Next and skip ahead to Contact info:
If the contact person is a person, select Person and enter Personal info:
Name matches are detected to avoid duplicates, so if the person already exists in the system, select them from the list and skip ahead to Contact options.
- Enter the contact person’s Background info.
- Enter the contact person’s Contact info.
Note: Select the 3 dots
to mark a phone number as Confidential (for example, if the student’s contact is a celebrity and needs their contact info hidden from anyone without valid permissions), Preferred or for mobile numbers Default SMS.
- Enter the contact’s Contact options.
Note: If you want this contact person to receive messages about the student, select SMS, Email or Mail next to Student updates. Selecting Reports gives the contact access to the student’s academic reports.
If you don’t want to add a spouse, select Skip, don’t add a spouse and select Finish to add the student’s profile.
Add a spouse for the contact
If you want to add the Contact person’s spouse, select Yes, add spouse as a contact and select Next.
Link to an existing profile for a contact’s spouse
If the contact person already exists in the system:
- Select Use existing, enter their name or ID and select Search.
- Select the person from the list and select Next, then skip ahead to Contact options.
Add a new contact’s spouse
To add a contact person’s spouse:
- Enter the spouse’s Personal info and select Next.
- Enter the spouse’s Background info and select Next.
- Enter the spouse’s Contact info and select Next.
- Enter the spouse’s Contact options and select Next.
When you’ve entered all the details, select Finish to add the student’s profile to Zunia.
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