The student profile: tabs and actions

The student profile across its tabs and the static management column: Information tab (Student Information, Custom Fields, Secondary Contacts), Goals + Studies / Proposals + Invoices / Files tabs, and management actions (right column: Assigned to, Status, Pipeline, Tags; quick actions for tasks, notes, tags, emails, pipeline updates, archive, delete).

The student profile organizes a student's information across several tabs, with a static management column visible throughout.

Information tab

The Information tab is the foundational data section of the student profile.

Student Information

Pre-populated from creation. Complete the student's details, including:

• Gender.
• Phone number.
• Date of birth.
• Home address, home city, and postal/zip code.
• Nationality.
• Passport number.
• Current passport — for a student with more than one passport, record which one they are currently using.
• Visa expiry date.
• Visa country.
• Student visa type.

Custom Fields

Edvisor includes pre-created fields common to international education agencies. Admins can create additional custom fields specific to the agency.

Examples: lead sources, language levels, education levels.

Custom fields are managed in Settings → Offices.

Secondary Contacts

Store information about people connected to the student:

• Parents.
• Custodians.
• Other family members.
• Friends or sponsors.

Keeps all relevant contacts accessible from the student profile.

Goals + Studies, Proposals + Invoices, Files

Three tabs for tracking student lifecycle and documents.

Goals + Studies tab

Student Goals. Stores study planning details:

• Country to study in.
• Duration of studies.
• Budget.
• Hours per week.
• Accommodation start date.

Current and Past Studies. Once the student is applying to specific programs, store that information here. Links to personal reminders set in personal settings.

Proposals + Invoices tab

Displays all proposals and invoices related to the student. Empty until the first proposal or invoice is created.

When a proposal or invoice is sent, it appears here automatically.

Files tab

Unlimited document storage:

• Passports.
• Visas.
• Invoices.
• Letters of Acceptance (LoAs).
• Other student documents.

File size limit. Each document must be under 5MB.

Management actions

The right column of the student profile is a static section visible across all tabs. Use it to manage the entire counseling process.

Always visible

• Assigned to. Counselor on the student. Only admins can change.
• Status. Current status of the student.
• Pipeline. Current pipeline and stage.
• Tags. Custom labels for organization.

Quick actions

• Generate tasks. Create to-do items linked to the student. Tasks can be assigned to you, a teammate, or to the student themselves — when assigned to a student, they see it in their portal and can mark it complete.
• Add notes. Internal notes for the team.
• Create tags. Apply or create new tags.
• Send emails. Compose and send emails to the student.
• Update pipeline. Move the student through the sales pipeline stages.
• Archive student. Move out of active database while preserving history.
• Delete student. Permanently remove (irreversible).

When to use which action

• Tasks. Follow-ups, deadlines, action items.
• Notes. Internal comments not shared with the student.
• Emails. Direct student communication.
• Tags. Group students by campaign, source, or attribute.
• Archive. Inactive but historical records.
• Delete. Test data or duplicates only.