Converting Independent Students to Family & Child Profiles: A Step-by-Step Guide

Teachworks offers support for two types of student profiles: Independent Students (those responsible for their own bills) and Child Students (typically minors associated with a family account). If you provide tutoring services to Child Students, you may encounter situations where an Independent Student profile was created in error.

Instead of starting from scratch and creating an entirely new profile, our Independent Student Conversion Add-On provides a quick solution to expedite the process. This add-on allows you to convert an Independent Student Profile into Family and Child Student profiles. In this article, we’ll provide a quick overview of how this feature works.

Step 1: Enable the add-on

Go to the Integrations & Add-ons page and enable the Independent Student Conversion Add-On.

Step 2: Click the “Convert Independents” link 

To complete this step, go to the Students list (Students > Students). You will only see this option if you’re accessing the student list from the administrator account. Click the “Convert Independents” link in the sidebar.

Step 3: Select the relevant student(s) 

Use the checkboxes to select the relevant student, or students if you’re converting more than one profile. Once you’ve made your selection, click the red “Select Students to Convert” button to start the process.

Step 4: Review & Confirm 

Once you’ve converted a profile, you won’t be able to undo it, so this screen serves as an extra layer of protection. It allows you to review the profiles you’ve selected one more time before continuing. 

If the Independent Student profile you’re converting has a user account enabled, you can choose which profile this will be assigned to – the Family profile or the Child Student profile. 

Once you’re happy to proceed, you can select the “Yes, I’m sure” checkbox followed by the “Convert” or “Convert & Select More” button to finalize the process.

Step 5: Update The Family Name & Other Details

Once the conversion is completed, you will see a confirmation message at the top of the page. The family profile will display “(Converted)” after the last name to make it easy to find converted profiles in the Family list. You will want to edit these profiles to update the family name along with other details such as the email address, mobile number etc.

To edit the Family profile, you can follow these easy steps:

1. Click the pencil icon on the screen above
2. Update the relevant fields
3. Click “Save”
4. If you have more than one Family to update, you can go to Students > Families to find the other profiles to update

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