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How to add students and guardians to your Eduwallet

A step by step guide on how to add students and guardians to your Eduwallet in Perno.

Perno Eduwallet lets you add students and course participants, assign them to classes or groups and link them to parents or guardians. It also supports adults who pay for their own classes and access payments themselves.

How to add students and adult participants in Perno Eduwallet

1. Open the student list

In the Perno Eduwallet context, expand People and structure and select Students.

On the Students page, click + Add student in the top-right corner.

2. Enter the student’s details

In the Student form, enter:

  • First name – required.

  • Last name – required.

  • Date of birth – optional.

  • National identification number – optional, e.g. a Polish PESEL number.

  • Notes – additional information about the student.

Fields marked with an asterisk are required. Internal and external identifiers are optional and are mainly used for data synchronisation or migration.

3. Assign the student to classes or groups

In the Classes and groups field, select one or more groups the student belongs to.

Group assignments help organise participants and make it easier to assign fees later.

4. Specify whether the student pays for their own classes

If you are adding a child, leave This adult student is also their own guardian and payer unchecked. You will link a guardian after saving the student.

If you are adding an adult who pays for their own classes:

  1. Select This adult student is also their own guardian and payer.

  2. In the login-email field that becomes available, enter the email address the participant should use to access Eduwallet.

  3. Check that the address is correct before saving the form.

The adult participant then acts as both the person receiving educational services and the payer with access to payment requests.

5. Save the student and review their profile

Click Save.

After saving, the student’s profile will open with the following sections:

  • Charges – charges assigned to the student.

  • Timeline – profile events, such as saving details.

  • Guardians – linked parents or guardians.

  • Groups – assigned classes and groups.

To change the student’s details, click Edit in the top-right corner.

 

6. Add a parent or guardian

If the student is a child, save their details, then click + Guardian on the profile page.

The Link guardian form will open. The person you want to link must already have a parent or guardian role in the system.

Complete the required fields:

  1. Parent or guardian – search for the correct person and click the result to select them.

  2. Relationship – select the relationship to the student, e.g. Parent.

Then set the appropriate options:

  • Primary guardian – identifies the student’s main guardian.

  • Billing contact – identifies the contact person for fee-related matters.

  • Can view payments – grants access to view payments.

  • Can view documents – grants access to view documents.

Adjust the selections to match the person’s role and click Save.

You can link more than one guardian to a student. Repeat these steps for additional people, specifying the primary guardian and billing contact as appropriate.

7. Search for students and filter the list

Return to People and structure → Students.

To find a student:

  1. In the Search field, enter the student’s details, external ID or national identification number.

  2. In the Status field, select active or deactivated students.

  3. Click Filter.

The list shows the student, assigned groups, guardians, status and available actions. The message No students found means that no students match the selected criteria or that no students have been added yet.

8. Manage the student’s profile and status

The action menu in the Actions column lets you:

  • Edit the student’s details.

  • Manage guardians.

  • Deactivate the student.

  • Reactivate the student.

  • Delete the student, if the system allows it.

Permanent deletion may be unavailable if the student has charges, payments, guardian relationships or other historical records. In this situation, deactivation is recommended to preserve the student’s history and financial records.

Ready to put this knowledge into practice?

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