---
title: "Creating a Student in Qualy"
description: "Learn how to easily create student profiles in Qualy to manage their payments and information."
lang: "en"
url: https://qualyhq.com/training/contacts/creating-a-student
---
## Site navigation

- [For schools](/international-education/for-schools.md) — For international education schools
- [For agents](/international-education/for-education-agents.md) — For international education agents
- [Explore](/training.md) — Watch videos on how to use Qualy
- [About](/about.md) — Learn about Qualy's mission and values
- [Pricing](/pricing)
- [5-min demo](/demo.md)
- [Login](https://dashboard.qualyhq.com)

# Creating a Student in Qualy

> Easily manage student information within Qualy.

## At a glance

- **Intended for:** Everyone
- **Available in:** All plans
- **Reading time:** 2 minutes
- **Last updated:** 31st May 2025

**Video:** https://www.loom.com/embed/6f934a63b7204dd3a0722ff6ad78d8d5?sid=5d8e586f-388b-4cb5-8689-c7566f94e3e7

## Creating a Student Contact in Qualy

Every payment in Qualy needs to be associated with a student, which we call a contact. Here's how to create one:

1. **Click "Create New Contact":**  Locate and click the button to create a new student contact within the Qualy platform.

2. **Fill in the Fields:** You'll be presented with a form to fill in student information.  > Note:  Not all fields are mandatory by default. You can adjust required fields in the settings/preferences page.

3. **Customize Required Fields:** Decide which fields you want to make mandatory for all students (e.g., first name, last name).  This ensures you consistently collect crucial information.

4. **Add Custom Fields (Optional):** You can add custom fields for specific information relevant to your Partnership.  More details on this will be explained in a separate video.

5. **Add Notes and Tags:** Add any relevant notes or tags to help organize and manage student information effectively.  This can be useful for quick filtering and search functions.

6. **Student ID (Optional):** If your school uses a specific enrollment number or student ID, you can enter it here. Otherwise, Qualy will automatically generate a unique ID for the student.

7. **Review the Student Information:** Once you've added all necessary information, review the details before saving to ensure accuracy.

## Managing Student Information

After creating the student, you'll see a page with all their information.  > Tip:  Qualy allows you to add comments, manage the student's data, and even manage documents related to the student (covered in a different video). Think of it as a simplified CRM specifically for your students. You can collaborate with colleagues on this page.

## Frequently asked questions.

### What information is required to create a student profile?

By default, Qualy doesn't require all fields. You can customize this in the settings/preferences page to make specific fields mandatory (e.g., first name, last name).

### Can I add custom information to a student's profile?

Yes, you can add custom fields.  More details on this will be covered in a separate video.

### What happens if I don't provide a student ID?

Qualy will automatically assign a unique number to the student, starting from 1, 2, 3, and so on.

### Can I add notes or tags to a student's profile?

Yes, you can add notes and tags to help organize and manage student information.

### How can I manage student documents?

More details on managing student documents will be covered in another video.

## Prefer doing this via the Qualy API?

Head over to our developer docs for everything you need—endpoints, examples, and simple how-tos.

[View API Docs](https://docs.qualyhq.com/docs/guides/creating-payment-intents)

## More on Qualy

**Industries**

- [For schools](/international-education/for-schools.md) — For intenrational education schools
- [For agents](/international-education/for-education-agents.md) — For international education agents

**Support**

- [Training](/training.md)
- [System status](https://qualyhq.statuspage.io/) — Qualy system status
- [Product updates](https://changelog.qualyhq.com) — As we work on Qualy, here we spotlight what we’ve learned and updated across our products
- [Contact](/contact-us.md)

**Product**

- [Demo](/demo.md)
- [Enterprise](/enterprise.md)
- [Testimonials](/testimonials.md) — Learn what some customers have to say about Qualy
- [About](/about.md) — Learn about Qualy's mission and values
- [Blog](/blog) — International education payments blog by Qualy
- [Trust center](/trust.md)
- [API](/api.md) — Qualy API for international education payments

**Legal**

- [General terms](/terms-and-conditions.md)
- [Payer terms](/terms-for-payers.md)
- [Privacy policy](/privacy-policy.md)
- [BECS DDR](/becs-dd-service-agreement.md)