This area of How To explains the excel document for your Multiple Students Import function that was covered earlier in Dance Studio Magic: Accounts
For the purpose of clarity, we will break down the wide excel sample document into separate sections from left to right.
The first section we will cover is the specific STUDENT name information:
From columns A to D, you should fill out the name of the students you are adding. Notice here that you have an option to give a preferred name. You should us one line per student. Notice here that line 2 and line 4 have the same last name—they are siblings.
The second section, from columns E to J, you will enter the student’s address information:
Because it is possible for a student to have separate address for either parent, you have a Father Address column as a secondary address. For the City, State, Zip Code and Country columns, you should use these in conjunction with Mother Address.
The next four columns allow you to input the names of both parents and a guardian. As well as the contact email address for the first person to contact:
Notice here that Guardian can be a separate person from the parents. The Guardian email you enter here will by this parent account's email/username & temporary password. The same account may have multiple dancers under it. This is because it is possible for one parent have more than one child registered to your studio. Notice again here that line 2 and line 4 are the same person. This is because John Doe and Joe Doe are siblings. If you are entering multiple dancers for the same parent, please enter the same Guardian Email and parent information for each dancer to ensure data conformity.
Important: The Guardian Email field is required. As well there must be at least one column filled out between Guardian, Mother or Guardian and Father. These three fields cannot all be empty.
Financial Responsibility and Contact
The next two columns are financial contact information of the account. Here you can input a different email address and a different name for the person financially responsible for this account.
The next four oclumsn allow you to input an emergency contact person for a student. You are also able to input contact numbers. These numbers should be used for the parents' contact numbers.
These last columns are used to enter a student's information. Some information are required, some are not:
The BirthDate and Gender columns are usually required. The information entered here are used for when you are registering your students to competitions, so it is advisable to fill these columns out completely.
The Grade and School, Previous Dance Training & Previous Dance Training Address columns are not necessary to be filled out, but they are helpful columns that allow you to keep track of this information.
You've now completed the Import Multiple Students using Excel tutorial!