How do I mark a student as "Inactive"?
To change a student to "Inactive":
- Navigate to Students from the main menu.
- Click the blue "Zoom" icon to the left of the student's name.
- Select the "Options" tab.
- Select "Inactive" from the "Status" drop down menu.
Inactive students are students who are no longer actively taking lessons with you. To keep your billing and schedule history accurate, TutorBird won't let you delete students who have taken lessons (or paid you). But since you probably don't want to schedule or email them anymore, TutorBird allows you to mark them as Inactive. This removes their name from the list of students available for lessons, etc.
Prior to marking a student as Inactive, you'll want to visit the "Calendar" and remove the student from upcoming lessons.
If you need to record a payment or make an adjustment to an inactive account, you'll need to temporarily mark the student Active. This won't have any adverse effects, it just makes the student visible through TutorBird again.
Families automatically become inactive when all the students in that family are inactive. (If a family only has one student, then making the student inactive makes the family inactive.)