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Students and families Updated August 6, 2026

Add students and families

Create student profiles one by one or import your whole roster from a spreadsheet.

One student at a time

Open Students, then New. Only the student’s first and last name are required. The parent section carries the family’s contact details, and the address matters more than it looks: it is what calculates the right sales tax on invoices.

Each family also has a preferred language. Reminders, confirmations and invoices all follow it.

Who receives messages

Pillar OS decides automatically: messages about a minor go to the parent, and adult students are contacted directly. You can override this per student with the communication recipient setting.

Importing a roster

From the Students page, import a CSV or Excel export from your old system. Each row needs the student’s name, plus whatever you have: parent name, email, phone, level, subject. Rows with problems are reported back to you instead of silently skipped, including invalid email addresses and duplicates, so a typo cannot quietly cut a family off from messages.

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