Secretary Dashboard

Use the Secretary Dashboard to manage payments, students, teachers, and classes. This guide explains only what you click and see.

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What it’s used for

• Record and review payments.
• Keep student and teacher records updated.
• Manage class membership and details.

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Payments

1. Open Payments.
2. Add a payment: enter student, amount, date, and description; save.
3. Edit a payment: select a row, change details; save.
4. Search or filter by student, date, amount, or status.
5. Export (and import if enabled) from the toolbar.

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Students

1. Open Students.
2. Add or edit student details.
3. Assign or change class.
4. Search or filter by name or class.

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Teachers

1. Open Teachers.
2. Add or edit teacher details.
3. Review assigned classes; update assignments if needed.
4. Search or filter by name or class.

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Classes

1. Open Classes.
2. Edit class details (name, schedule).
3. Add or remove students and teachers.

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Tips

• Use search, filters, and sorting to find records quickly.
• Use bulk actions to update multiple records at once where available.
• Use export to download tables (import available for payments if enabled).

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Notes

• The sidebar lets you navigate between Payments, Students, Teachers, and Classes.
• Some fields vary by organization type; you’ll only see what applies to you.

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Tip:
If you need more help with tables, see the Tables Guide for detailed instructions on adding, editing, searching, and exporting data.