Open any subject from the Subjects list or a Subject Group roster to reach their page. It has a header with the subject's name and organization, and a row of tabs.
The subject's identity and settings. Click Edit to change any of them.
| Field | Notes |
|---|---|
| First Name, Last Name | As they should appear on session sheets and in the gallery. |
| ID Number | The school's Student ID. Used to match rosters, gallery exports, and sign-in for School category groups. |
| Email, Secondary Email | Must be unique across subjects, contacts, and employees. The primary email is the login for Commercial groups and the destination for notifications. |
| Phone, Secondary Phone | With optional extensions. Used for SMS notifications when enabled. |
| Address | Street, city, state, and zip. Required when a Subject Group's booking fields require an address. |
| Login Access, Password, Last Login | Whether the subject can sign in, a way to set or reset their password, and when they last did. |
| Organization, Subject Groups | The client and the programs the subject belongs to. |
| Receive Email, Receive SMS | Channels the subject accepts. Off means nothing is sent on that channel. |
| Files | Whether the subject can view files, upload files, and create folders in their shared folder. |
| Contacts | Up to two parents or guardians. See ‣. |
| Studio Notes | Internal notes visible to staff only. |
| Tab | What it shows |
|---|---|
| Subject Groups | Each group the subject belongs to, with booking status, the gallery link, Captura online code or GotPhoto gallery password where applicable, and the group's custom field values for this subject. |
| Sessions | Every session past and upcoming, with the actions staff can take on them. See ‣. |
| Billing | Saved payment methods, payments, invoices, and print orders. See ‣. |
| Custom Fields | Values for custom fields defined on the subject's groups and on the subject itself. See ‣. |
| Files | The subject's folders and any documents sent for signature. See ‣. |
| Forms | Form submissions from the subject. |
| Tasks | Tasks created by the subject and tasks about the subject, plus task collections. |
| Notifications | Every message sent to the subject and their contacts, with delivery and open status and a Resend button. See ‣. |
| Locations | Addresses on file for the subject. |
| Login Locations | Where and when the subject has signed in, for support and security questions. |
| History | Every change to the record and who made it. |