General Information
The general information for a student includes uniform and belt sizes, student ID number, the rank group that the student is assigned to, and a space for any comments that you would like to keep on file for a student.
The date that the student was added to the system is shown here, as well as their marketing source and date of upgrade presentation (if applicable). These fields are not editable.
This is also where a student photo can be taken or uploaded and the student's attendance card can be printed.
If a student is a red flag and needs some extra attention (due to motivation, attendance, curriculum, etc.) a red flag can be marked here. Red flags can also be marked on the attendance screen or attendance list.
If the mobile app has been downloaded and this student is linked, an icon with a mobile phone will appear.
Student Info
Student Information lists the student's demographic information including:
- Staff Activity (Add new activity or view activity history)
- Name
- DOB
- Address
- Phone Number (Note: SMS messaging can only be used with phone numbers marked as mobile)
- Academic School
- Emergency Contact
- Medical Information
All information is editable. Once edited and saved, all previous information will be lost. If a student is linked to the mobile app, they will be able to update this information.
What is staff activity and how is it useful?
Staff activity is a great tool to record all communication for this student. By clicking the phone icon in the top right corner, staff can record any reach out with the student (called, voicemail, e-mail, postal mail, etc.) Clicking the three lines icon will show a running log of all communication sent to this student. Automated e-mail communication will automatically be added to this area.
What do the abbreviations next to contact information mean?
The red "A" next to an e-mail or phone number in this section indicates that method of communication accepts automated messaging for that student. To disable, select the pencil icon next to the contact and uncheck "Can send automated messages to this contact".
The green "P" next to an e-mail or phone number in this section indicates that method of communication is the primary method of communication for that student. This is the number or e-mail address that will appear on reports.
Awards
The awards section of the student profile shows all awards that the student has received (awards defined in settings) and the date the student received these awards. This is also where a new award can be applied to the student's profile.
This is useful when determining awards to see how recently the student last received an award.
Awards added to this section will be seen by students in the mobile app, if linked.
Attendance
The attendance portion of a student's profile shows a history of all classes this particular student has attended.
Rosters
The rosters section of a student profile shows a list of all rosters this student is included on.
Students can also be added or removed from a roster here.
Be sure to save after making any adjustments to this student's rosters!
This is not visible to students on the mobile app.
Adults
The adults section of a student profile shows all adult contact information connected to this student including:
- relation
- phone number (s)
- employer
- occupation
- additional comments
All information is editable. Once changed, pre-existing data will be lost. Additional adults can be added here, as well.
Be sure to save your changes!
Ranks & Achievements
The ranks & achievements section of a student's profile shows a history of all ranks and promotion dates. Certificates from those promotions can be printed here, if necessary.
If an adjustment to a student's rank is needed, it can be corrected here by selecting "Edit Rank". Rank adjustments should primarily be handled by promoting via the belt testing screen.
Be sure to save any changes!
This will be visible but not editable to students on the mobile app.
Contracts
The contracts section of a student profile shows a log of all contracts, current and expired, associated with this student. Contracts can be viewed and managed here by selecting details.
Management of contracts includes:
- Extending a membership
- Pausing a membership
- Upgrading a membership
- Renewing a membership
- Cancelling a membership
- Updating billing information
- Flagging a membership as being managed externally (payments are behind collected outside of Mastermind)
- Flagging a membership as externally delinquent (payments are being collected outside of Mastermind and the membership is delinquent)
- Updating contract comments (also appears on renewal report, upgrade report, payments due report, delinquent payments report).
- Viewing contract payment details (cannot be edited)
Remember to update your changes!
Memberships will be visible to students on the mobile app. Students linked to the mobile app will have the ability to complete a pending membership and to update a payment method via the mobile app.
Purchases
The purchases section of a student's profile shows a log of all purchases made by this student and entered into Point of Sale. The date, description and price of the item are all displayed.
Information cannot be edited, only viewed.
Purchases made via the mobile app will automatically be added to the student's profile here and will be visible to students on the mobile app in "Purchase History" section.
Comment Log
The comment log section of a student's profile shows a history of all comments logged for this student. Log includes the comment, date created, and staff member/login that created the comment.
All comments can be edited. Once changed, previous information will be lost.
Don't forget to save your changes!
This section is for internal use only and is not visible to students on the mobile app.
Upgrade Presented
The upgrade presented button will remove a student who appears on the upgrades report. The date of the upgrade presentation (the date that it is entered in the software) will appear in the general box of the student's profile.