Bulk actions for managing students
Last updated: May 6, 2026
Bulk student actions: check boxes > assign counselor, update pipeline, archive, add tags, or delete. Bulk import via 3-dot icon next to +Add Student > Import Students (Admin only). Use bulk for campaigns/mass reassignment, individual for one-offs.
Apply actions to multiple students at once.
How to access
In the Students list view, check the boxes next to multiple students. Bulk action options appear.
Available bulk actions
- Assign counselor. Reassign multiple students at once.
- Update pipeline stage. Move multiple students through the sales pipeline.
- Archive students. Bulk archive students no longer active.
- Add tags. Apply tags for organization or campaigns.
- Delete students. Permanent deletion (irreversible).
Bulk import
For adding many students at once, use the bulk import:
- Click the 3-dot icon next to + Add Student.
- Select Import Students.
- Follow the import workflow.
Note. Only Admins can perform bulk imports.
When to use bulk vs individual
- Bulk for: campaigns, mass reassignment, end-of-term archiving.
- Individual for: one-off updates, status changes, profile completion.