Using the Student Portal (access and tasks)

The Student Portal is where students view their trip preparation status, including documents, payments, and program details.

Accessing the Student Portal

Where to find the Student Portal URL

Click Student Portal at the top of the Students section.

Share via email, WhatsApp, or any preferred channel.

When to share

Once a student accepts a proposal and a Sale is created, share the Portal URL so they can:

• View trip preparation status.
• Upload requested documents.
• Pay invoices.
• Communicate with their counselor.

Next step

Create a Sale to populate the Student Portal with the student's information.

Tasks in the student portal

When you assign a task to a student (using Assign to student in the task creation flow), they get notified and can act on it from their student portal. This page describes what they see.

The email

The student receives an email with the subject "[Your name] assigned a task to you" — for example, "Eduardo Barboza assigned a task to you."

The body shows:

• The task name.
• The due date (if you set one).
• A reference to you as their counsellor.

In the student portal

When the student logs in, the task appears under Your Tasks on the Home tab. Each task shows:

• The task name.
• The due date (if you set one).
• A Mark as complete checkbox.

The student clicks Mark as complete when they've done it.

When the student marks complete

You get an email notification confirming the task is done. The task's status updates wherever it's shown — your top-nav Tasks panel, the Tasks card on the student's profile, and anywhere else the task appears.

When to use Assign to student

Use this for actions only the student can take — uploading a passport, signing a form, confirming a homestay arrival date, paying a deposit. For actions you or a teammate need to do, use Assign to you or Assign to a team member instead.