Before You Start
Student Tracker · Intake
We'll walk through 8 quick steps. Takes about 15-20 minutes of focused time. Have these ready and you'll fly through.
What you'll need
- 15-20 minutesof focused time, ideally in one sitting
- Your school logoPNG with a transparent background works best (square or close to square)
- Two brand colorsprimary + accent (hex codes if you know them, or we'll grab them from your logo)
- Your programs listwhat you teach, age ranges, who's trial-eligible
- Your ranking systembelt names, colors, and stripe count if you use stripes
- Pricingmonthly tuition and paid-in-full price if you offer one
- Class schedulehours and days your school is open
- Your current student listsee the section below. Do this first.
Student list. Do this first.
If you have a roster anywhere (CRM export, current spreadsheet, paper list scanned to Excel), format it before you reach Step 8. That way the upload is one click instead of 30 minutes of cleanup mid-form.
The guide explains every column and shows you how to drag your existing list + our template into ChatGPT or Claude and get back a properly formatted CSV in about 90 seconds.
Your progress saves automatically
Once you start, your answers auto-save every few seconds. You can close the tab anytime. We'll email you a resume link so you can pick up exactly where you left off.
By continuing, you agree to our Terms and Privacy Policy.