Everything you need to know about keeping pupil records organised and up to date.
Pupil Record Fields
- Name — Required. First and last name.
- Licence Number — Optional but recommended. Helps with DVLA lookups.
- Theory Test Date — If booked. PassRate tracks this so you know who needs to prioritise theory prep.
- Practical Test Date — If booked. The readiness score becomes especially important as this date approaches.
- Preferred Transmission — Manual or automatic. Ensures you assign the correct car.
- Notes — Free text. Use this for medical notes, learning preferences, or anything else.
Viewing a Pupil
Click any pupil from the list to see their detail page. This shows:
- Their upcoming and past lessons
- Competency progress and readiness score
- Payment history and purchased packages
Editing and Archiving
Use the Edit button to update any field. If a pupil stops learning with you, use Delete to soft-delete (archive) them. Archived pupils do not appear in lists but their data is preserved for your records.