Updating student academic & personal information

Updating student academic & personal information

Keeping student records accurate and up to date is essential for maintaining smooth communication, progress tracking, and reporting in PrepBase.
This guide explains how to update a student’s personal and academic information from the Student Details page.

1. Accessing the Student Profile

To edit a student’s record, you first need to open their detailed profile.

Steps

  1. Navigate to the Students module from the left-hand sidebar.

  2. Locate the student in the list using the search bar or scrolling.

  3. To open the student profile:

    • Option 1: Click the student’s name under the Details column.

    • Option 2: Click the ⋮ (three-dot) icon at the end of the row and select View.

  4. The system loads the Student Details page with all profile and activity tabs.

2. Editing Personal Details

The Personal Details tab contains the student’s basic information such as name, contact details, and nationality.
To make changes:

  1. Click the ✏️ Edit icon in the top-right corner of the Personal Details box.

  2. An editable form will appear.

  3. Update the required fields and click Update to save.

Fields Overview
FieldDescriptionRequired
First Name / Last NameStudent’s full name✅
Email AddressPrimary email used for communication✅
Phone NumberContact number (select country code)✅
Country / CityCountry and city of residence✅
Residential AddressDetailed address for records✅
Date of BirthUsed for identification and reporting✅
GenderSelect Male / Female / Other✅
NationalityStudent’s nationality✅
Private NoteAdditional note visible to internal users only❌
Send Email Lesson RemindersToggle to enable or disable email reminders❌
Send SMS Lesson RemindersToggle to enable or disable SMS reminders❌

3. Editing Academic Details

The Academic Details tab contains education-related information such as grade level, curriculum, subjects, and university interests.

  1. Click the ✏️ Edit icon in the Academic Details box.

  2. An editable window will appear where you can update all academic-related data.

  3. Once done, click Update to save the changes.

Fields Overview
FieldDescriptionRequired
Are You Attending?Select School or University✅
Grade or YearCurrent school grade (e.g., Grades 9–12) or university year✅
Curriculum or MajorSelect academic board or system (e.g., UAE MoE, IB, CBSE) or university major✅
School or UniversityEnter the institution name✅
University of InterestAdd university preferences for admissions tracking❌
Career of InterestSpecify intended career path or field (e.g., Computer Science)❌
SubjectsChoose one or more major subjects✅
Test PrepSelect applicable test preparation programs (e.g., SAT, IELTS)❌
LanguagesLanguages the student speaks or studies❌
Special NeedsMention any learning or physical support requirements❌
Counseling Services InterestIndicate services the student is interested in (e.g., Admission Guidance, Career Counseling)❌
Hobbies and InterestsAdd extracurricular interests for better student profiling❌

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