The student account details page contains all the information you want to know about your customer.
The student account details page is populated when the customer logs in to your public site and creates an account. ASAP walks them through account creation using the registration form you configured. An ASAP administrator can also create an account from the admin portal.
The student account details page is organized so that the information you look for regularly is right there in the left panel and remains visible as you move through the account.
Student account details page menu
The page menu offers options for printing the account information, accessing the enroll feature, linking to your public portal, login information, and the ability to create and view attendance reports.
Student account tabs
The main area of the student account details page contains several tabs that streamline and organize the customer's information. You can add or update much of this information.
- Looking for customer invoice information? Invoices and other financial information are under the Financials tab.
- Want to see your customer's transcripts? Find them under the Education Records tab.
- Need to find out if waivers are signed? Go to the Documents tab.
- Need to update family information or emergency contacts? All this resides under the Family and Contacts tab.
- Wondering what the student's schedule is? Enrollments and schedules are located under the Activities tab.
- Need to update address or phone information? Find this under the Details tab.
TAB |
DESCRIPTION |
| Activities | The activities tab shows class enrollments and schedules for each enrolled class. You can find all the classes your student is enrolled in, current and historic, in as well as dropped, drop-in, waitlisted, and completed classes. This is view-only information. |
| Financials | All the customer's financial information is available in this tab. A summary of the account activity, all invoices, recurring payment information, saved credit card information, and 1098 tax deduction information. This is view-only information. |
| Family And Contacts |
Family member accounts are added and maintained right within the account under this tab. All contact information, such as emergency contacts as well as parent/guardian information resides here as well. You can edit most of the information in this tab by clicking within a field and making your change, or where available, use the edit icon |
| Education Records |
Transcripts, credits, test scores, and service hours are viewed and managed in the education records tab. You can add information in this tab by clicking the add icon |
| Documents |
Here you can upload and store documents the student or registrar needs to access. A listing of all waivers the customer is responsible to sign is found under documents. You can mark waivers signed by clicking more options |
| Attendance | The attendance tab shows you attendance dates and total hours for all enrolled classes. |
| Notes |
The notes area is a good place to record customer information that you want captured and available for other registrars to see. Customers do not see this information. You can add notes by clicking the add icon |
| Details |
Detail information is captured when the customer creates an account on the public portal and can be updated and maintained here in the admin portal. Contact information, medical information, demographic information, education history, and work experience display in this tab. Basically any information captured on the account registration form is housed here. You can edit most of the information in this tab by clicking within a field and making your change, or where available, use the edit icon |
.
.
, selecting Edit, and then selecting signed.