Student Onboarding

Student onboarding can happen through checkout, a sales link, or manual enrollment by an admin.

Required Student Details

Field	Standard
Name	Capitalized for display
Email	Lowercase everywhere
Username	Required for platform login
Identification Number	Required where attendance, QR, or invoice identity matching is needed
Phone	Formatted consistently with Bukku-compatible values
Address	Required for invoice records
Role	Student or participant role only for student flows

New Account Flow

1. Collect student details.
2. Generate a random password.
3. Send account access through the email queue when email sending is enabled.
4. Assign courses, bundles, memberships, mentorships, or batches.
5. Prepare billing based on selected products, pricing tier, tax settings, and payment plan.

Existing Account Flow

1. Search and select one existing student account.
2. Disable new-user fields once an existing user is selected.
3. Disable program selections the user is already enrolled in.
4. Load eligible pricing, membership status, vouchers, rewards, and existing batch information.
5. Continue with assignment and billing setup.

Batch Assignment

Batch numbers help separate cohorts across courses, mentorships, memberships, events, and scheduled sessions. Use searchable batch selection when the list is long.

Manual override should stay disabled by default and only be enabled when the admin intentionally needs to override the suggested batch setup.