Can a student have multiple guardians?

Yes — and one guardian can be linked to multiple students (siblings). Each guardian can have separate portal access, with one marked as primary for default communications.

How do we import existing student records?

Upload a CSV or Excel file at /admin/import. The importer validates each row, surfaces row-level errors, and supports a dry-run before committing the import.

Can we add fields beyond the defaults?

Yes. Use the custom object builder to add fields like "Hostel Block", "Transport Route", or "Previous School" — no code required.

How are student codes generated?

Automatically, in a configurable format like STU-2026-00042. You set the prefix and number format once; the system handles uniqueness and sequencing.

What status options exist for a student?

Six: Active, Inactive, Suspended, Transferred, Alumni, Withdrawn. Bulk status updates are supported (e.g. moving a graduating cohort to Alumni in one action).

OptiCRM module

Student Management

Complete student records with guardians, documents, and history

Every student record includes personal information, enrollment history across academic years, guardian links (with multi-guardian and sibling support), documents, attendance, marks, fee invoices, and a full activity log. Custom fields let you extend the student object without writing code.

Start Free Trial →

RK

Rahul Kumar

STU-2026-00042

Active

Class

Grade 10-A

Roll number

2042

Guardians

Suresh Kumar Father · Primary

Meena Kumar Mother

One place for every student fact — with nothing buried

Capabilities

What Student Management gives you

Complete student lifecycle

From admission to alumni — enrollment per academic year, roll numbers, status changes (Active, Inactive, Suspended, Transferred, Alumni, Withdrawn), and full history.

Multi-guardian support

Each student can have multiple guardians. Each guardian can be linked to multiple students (siblings). Primary guardian flag. Portal access per guardian. Relation types: Father, Mother, Guardian, Other.

Bulk CSV/Excel import

Upload existing student data via CSV or Excel at /admin/import. Validates fields, shows errors per row, supports dry-run before commit.

Layout-driven detail pages

Configure which sections and fields appear on the student detail page via the Settings → Layouts screen. Per-role layouts possible.

Auto-numbered student codes

Student codes like STU-2026-00042 generated automatically. Configurable prefix and number format per institution.

Document management

Upload certificates, ID proofs, previous school records. Track verification status. Secure storage with role-based access.

Everything in Student Management

Expand any item to learn more.

Compact list — open only what's relevant to you.

Enrollment per academic year

One enrollment record per student per academic year. Unique roll number per enrollment.

Standard fields: name, DOB, gender, blood group, photo

Covers everything Indian institutions typically need.

6 status types

Active, Inactive, Suspended, Transferred, Alumni, Withdrawn — with bulk update support.

Related lists: attendance, marks, invoices, documents

Every related record visible on the student profile.

Notes (threaded, dated, authored)

Add notes per student. Thread replies. Timestamp and author preserved.

Full activity log

Every edit, every note, every stage change logged automatically.

Export to CSV, Excel, PDF

Export student list with selected fields in any format.

Bulk status updates

Move 50 students from "Active" to "Alumni" in one action.

Custom fields via object builder

Add fields like "Hostel Block", "Transport Route", "Previous School" without code.

Parent portal access management

Toggle canViewPortal per guardian. Invite-based portal registration.

How it works

Live in 4 steps.

01

Add students

Create individually, or bulk import from CSV/Excel. Auto-generated student codes.

02

Link guardians

Attach one or more guardians. Mark primary. Enable portal access.

03

Enroll in class

Create enrollment for the current academic year. Assign roll number, section.

04

Manage lifecycle

Track attendance, fees, marks. Move through status changes over time. Archive as alumni.

Works better with

Part of one platform.

Admissions CRM

From enquiry to enrollment — with a Kanban pipeline

Learn more

Fee Management & Payments

Fee structures, online payments, and double-entry accounting

Learn more

Academics

Timetable, exams, marks, report cards, assignments

Learn more

Try Student Management as part of OptiCRM.

Free trial · No credit card · Set up in under 10 minutes.

Start Free →