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School setup

Add and maintain students

Create individual pupils or paste a class list, then maintain their details and school references.

2 min readReviewed 26 October 2026

Before you begin

  • A class already exists.
  • Permission to manage students.
On this page

Add a student

  1. Step 1. Open Students and choose the class. Select Add a student.
  2. Step 2. Enter the first name, surname and optional other names. Confirm the class or section.
  3. Step 3. Enter the guardian information and any optional contact or profile details the school needs.
  4. Step 4. If the pupil already owes money from your previous system, enter opening arrears and its source when the option is available.
  5. Step 5. Review scholarships and the preview of the pupil’s fees. Save, then reopen the pupil to check the record.
Desktop app view
Fictional school and sample dataView full size

Add a student

Desktop app view · Example data

Add a list of students

The bulk entry option accepts one name per line. Where opening arrears entry is enabled, use Student name | Opening arrears, or paste two spreadsheet columns separated by a tab. For example: Abena Demo | 80.00. A pupil with no brought-forward debt can use 0. Review the class and the source of the balances before saving.

  • Use at most two decimal places for opening arrears.
  • Add pupils with identical names individually so you can confirm their identities.
  • A bulk name list is not a substitute for checking guardian details and scholarships afterward.

Understand the two IDs

The system Student ID is assigned by School Fees. A school’s own reference, such as Admission No., is a separate optional field. Set its label and duplicate policy under Settings. Keep each reference with the correct pupil; do not treat an admission number as a Payment ID unless the payment page accepts that exact identifier.

Desktop app view
Fictional school and sample dataView full size

Understand the two IDs

Desktop app view · Example data

Edit or move a pupil

Open the pupil’s actions to edit details, view history or move class. Before moving, check the academic period and any fee changes. For departures, use the past-student workflow so financial history remains available.

Still need help? Open Support in School Fees or email Warmkeys.