Students • FireSafe Help

Complete roster management for the current program — add, import, track completeness, assign fees, generate QR codes, view finances, and configure online payment categories.

Overview

The Students page shows every student enrolled in the currently selected program. The table is built for speed: sortable columns, multi-select actions, completeness tracking, one-click access to fees and finances, and QR codes that let parents update information themselves.

Key Features

Add / Edit Students

Use Add New Student or the pencil icon to open the full form (student info, two guardians, health insurance). Batch edit is available when multiple rows are selected.

Import & Export

Upload CSV or TSV files. FireSafe maps columns and lets you review before import. Download a blank template or export the full current roster (including health insurance fields) at any time.

% Complete

Each student shows a percentage and colored progress bar (red < 50 %, yellow < 90 %, green ≥ 90 %). Quickly identify records that still need data.

QR Codes & Public Updates

Print or view individual QR cards, print selected cards, or generate a brand-new QR for walk-up registration. Parents use the QR to update information and view the student’s balance.

Fees & Credits

The purple $¢ button opens the fee/credit assignment modal. Check the items that apply to that student (fixed or variable amounts).

Finances

The indigo $ button opens a printable summary showing fees, credits, payments, fundraising attributed to the student, and the current balance.

Online Payments

The dark blue Online Payments button lets you choose which income category should be applied when parents pay student fees by card (Stripe). This category is stored on the program and used for reporting.

Approve New Students

Students who register via the public New QR appear with a red Approve button. Review their information, then click Approve to clear the pending flag.

Working with the Student List

Table Columns

Select — checkbox for multi-select actions.
Last Name / First Name / Grade — click headers to sort.
% Complete — visual completeness indicator with color bar.
Approve — appears only for students who registered via public QR and still need director approval.
Actions — see button legend below.

Action Buttons (per student)

Edit (pencil) — opens the full student form.
Print QR — prints a single update card with QR code.
View QR — displays the QR on screen.
Fees / Credits ($¢) — assign or remove fee templates and credits for that student.
Finances ($) — opens the printable fee & payment summary.
Delete — permanently removes the student (confirmation required). Deletion also removes the student from every program they belong to.

Selecting Multiple Students

Check one or more rows. The following buttons become available:

Edit Selected
Delete Selected
Print Selected Finances
Print Selected QR

Batch Delete Warning

Deleting students removes them from all programs they are enrolled in. Use with care.

New Student QR Codes

Use the green Print New QR or blue View New QR buttons to create a pending student record and generate a QR code that parents can scan to register or update information. Newly registered students appear with a red Approve button until you review them.

Online Payments Settings

Click the dark blue Online Payments button to choose (or clear) the income category that should be applied to credits posted when parents pay student fees by card. This setting is stored on the program. Stripe Connect and the deposit ledger account must already be configured on the Online Payments page under Finances & Travel.

Printing

The gray Print button prints the current visible list. When rows are selected you can also print multiple financial summaries or QR cards in one pass.

Show Tips

Check the Show Tips box near the top of the page to display contextual guidance about the Students tools.

Best Practices for Band Directors

Import the full roster at the start of the year, then use the % Complete column to chase missing data.
Generate New QR codes for orientation or open-house events so parents can enter their own information.
Review and Approve any students that arrived via public registration before assigning fees.
Assign fees and credits early; parents can then view the balance themselves through the QR link.
Set the Online Payments category once so Stripe fee credits are categorized correctly for reports.
Periodically export the roster as a backup or for booster / school records.