Student CRM

There are a few ways to find a student in order to edit their booking.

Search via the Bookings tab using their UCAS, Student or UU  ID

Though an Activity or Event's registrations list.

- Search via the Bookings tab using their UCAS, Student or UU  ID
- Search via the Invitees tab
- Though an Activity or Event's registrations list.

If you have their UCAS, Student or UU &nbsp;ID, follow the steps below:

Click the Applicant Open Days app icon from the home page

Enter the ID into the ID textbox and click the Search button

The student's name and date of birth will show so you can confirm you're amending the correct student's booking. Click the Next button to continue.

You will be presented with the student's timetable

Select the day the student wishes to attend

Select their party size in the Party Size drop-down menu

Select the activities the student wishes/is required to attend

1. Click the Applicant Open Days app icon from the home page
2. Click the Bookings tab
3. Enter the ID into the ID textbox and click the Search button
4. The student's name and date of birth will show so you can confirm you're amending the correct student's booking. Click the Next button to continue.
5. You will be presented with the student's timetable
6. Click the Edit Booking button
7. Select the day the student wishes to attend
8. Select their party size in the Party Size drop-down menu
9. Click the Next button
10. Select the activities the student wishes/is required to attend
11. Click the Next button
12. You will be presented with the student's timetable
13. Click the Done button to finish.

The booking will now be changed. The student will receive a new confirmation email with the amended booking details.

You can use the Invitees search to look for a student if they do not know their UCAS, Student or UU &nbsp;ID.

Use the search function to find the student using one of the options in the drop-down list.

Once you have found the student, click the Magnifying glass to view the Student's application details.

Scroll down to the student's booking, and click the Magnifying glass to view the student's timetable.

1. Click the Applicant Open Days app icon from the home page
2. Click the Invitees tab
3. Use the search function to find the student using one of the options in the drop-down list.
4. Once you have found the student, click the Magnifying glass to view the Student's application details.
5. Scroll down to the student's booking, and click the Magnifying glass to view the student's timetable.
6. Click the Edit Booking button
7. Select the day the student wishes to attend
8. Select their party size in the Party Size drop-down menu
9. Click the Next button
10. Select the activities the student wishes/is required to attend
11. Click the Next button
12. You will be presented with the student's timetable
13. Click the Done button to finish.

Via the day's Activity or Event's registrations list

Click into the Open Day using the Magnifying glass.

You can look for the student under Faculty, Course group, or Activities they are registered on by clicking the Magnifying glass.

Scroll down to the  Bookings list, and click the Edit pencil.

1. Click into the Open Day using the Magnifying glass.
2. You can look for the student under Faculty, Course group, or Activities they are registered on by clicking the Magnifying glass.
3. Scroll down to the  Bookings list, and click the Edit pencil.
4. Scroll down to the student's booking, and click the Magnifying glass to view the student's timetable.
5. Click the Edit Booking button
6. Select the day the student wishes to attend
7. Select their party size in the Party Size drop-down menu
8. Click the Next button
9. Select the activities the student wishes/is required to attend
10. Click the Next button
11. You will be presented with the student's timetable
12. Click the Done button to finish.

Using an ID number

Using the Invitees tab

Via the day's Activity or Event's registrations list