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Create your first student: manual, express and import

How to add your first student in Badgie: manual registration from Community → Students, express sign-up by QR or WhatsApp, enrollment forms and importing a spreadsheet with the AI agent.

5 min readBeginnerUpdated October 2, 2026

Create your first student: manual, express and import

Quick answer

To create your first student in Badgie, go to Community → Students and press Create new student (or Add my first student if the list is empty). You have three routes: Manual Registration (you fill in the record), Generate QR (the student scans it and signs up on their phone) or Send WhatsApp (they receive the sign-up link). If your list is already in a spreadsheet, hand it to the AI agent and everyone is added in one go.

In this guide
  1. Where to find it
  2. Step by step: your first student
  3. Express sign-up by QR or WhatsApp
  4. Importing from a spreadsheet
  5. What families see
  6. By sport
  7. With the AI agent
  8. Frequently asked questions

Where to find it

  • Web: Community → Students menu (/dashboard/students), Create new student button. Also from the Dashboard: the + button on the Students card or the Add New student quick action.
  • Onboarding: the Athletes and Guardians step of the setup board accepts a spreadsheet, a CSV or a photo of your list.
  • Coach app: Express signup, to enrol someone who turns up for a trial class.

Step by step: your first student

  1. Go to Community → Students. With an empty list you'll see Your school starts with its students and the three ways to add them.
  2. Press Create new student (or Add my first student).
  3. Choose Manual Registration and fill in at least first name, last name, email and phone. Everything else (date of birth, health, guardians, class, fee) can be added later from their record.
  4. Save: the student appears in the list and receives their credentials to log in to the app.
  5. Open their record to add the family (father, mother or guardian), their category and their Smart Tags.
Empty student list in Badgie with the Add my first student button and the options to send the spreadsheet by WhatsApp or email
A school with no students yet: add them one by one or send the spreadsheet.
Badgie add-student window with the Generate QR, Manual Registration and Send WhatsApp options
Three ways to add a student from the web.
Badgie student list with filters by status, category, Smart Tag and finance
The list once you have students.

Express sign-up by QR or WhatsApp

  • Generate QR: shows a code the student or family scans to sign up from their phone.
  • Send WhatsApp: sends the sign-up link to the phone number you enter.
  • From the coach app, Express signup offers the same three options. In Settings the club decides whether express sign-up also asks for teacher, schedule and consents (extended registration) or only first name, last name, mobile and email (super express registration).
  • For enrolments with more data (guardians, consents, payment) use an enrollment form: the student is created when you approve the request.

Importing from a spreadsheet

  1. Have the list in an Excel (.xlsx) or CSV file, one row per student; a photo of a paper list also works.
  2. Give it to the AI agent, or upload it in the Athletes and Guardians step of Onboarding, which offers a sample template.
  3. Review what will be created: rows with missing data (first name, last name, invalid email or incomplete phone) are flagged for you to fix.
  4. Confirm and they are all added in one go. With the AI agent, welcome emails are off unless you ask for them.

You can also send us the spreadsheet by WhatsApp or email from the empty list itself and we'll load it for you. More in Importing students.

What families see

With their credentials, the family logs in to the Badgie app, picks the child and sees their calendar, badges, reports, club messages and family billing. The coach sees the new student in the app's student list.

Badgie coach app: student list with tag filter, search and add student
Coach app: the student list with its add button.
Badgie family app: child selector with pending family billing
Family app: the family chooses which child to open.

By sport

  • Football: after adding the player, assign them to their team for the season. See Setting up a football academy.
  • Golf: record their federation licence (also with the AI agent) to follow their daily RFEG handicap.
  • Other sports: assign their category or level and their class on the calendar.

With the AI agent

Ask Badgie Agentic "Add Lucía García, email lucia@example.com, phone 600 000 000" or hand it the spreadsheet. It uses the create_student tool, shows you what it will create and runs it when you approve. With find_students it first checks whether the student already exists, and with resend_student_credentials it resends the credentials.

Frequently asked questions

Which fields are required?

For manual registration: first name, last name, email and phone. The rest is completed later in the record.

Can I import my students from a spreadsheet?

Yes. Give the spreadsheet to the AI agent or upload it in the Athletes and Guardians step of Onboarding: it shows you what will be created and adds everyone when you confirm.

The student hasn't received their credentials

Ask the AI agent to resend them: it uses the resend_student_credentials tool.

Can a student have several guardians?

Yes. In the record you add father, mother or guardian, and siblings are linked. See Students in Badgie.