Resources

Students

Managing student profiles in the School workspace (OptClass) — enrollment, contact info, and the student access model.

Students are the learners in your school-management program. Staff manage them from the School workspace; students use the OptClass kiosk (see OptClass Student Access).

Creating a student profile

Staff (any role) can create a student profile from /school. A student profile includes:

  • Full name
  • Contact information (email, phone)
  • Guardian / emergency contact (optional)
  • Enrollment date
  • Assigned groups or schedules

Student limits

PlanMax students
Community (Free)25
Business with AccessUnlimited

The limit is on active students. If you need more than 25 students, upgrade to Business with Access.

Student access

Students access Optserv through a separate portal — not the staff web app. When a student account is created, they receive an invite to the student portal.

Through the student portal, students can:

  • View their schedule (upcoming sessions)
  • Check their session balance (remaining sessions)
  • See their attendance history

Students cannot see other students' data, staff information, or any company settings.

Blocking students from the staff app

Students are actively blocked from app.optserv.ai (the staff web app). This is enforced by:

  1. Metadata checks on login — student accounts don't have staff claims
  2. Immediate redirect if a student account reaches the staff app
  3. RLS — student accounts return no staff-scope data from the database

See OptClass Student Access for the full security model.

Archiving students

When a student completes their program or is no longer active, archive their profile. Archived students:

  • Do not count against the plan limit
  • Retain their historical records (sessions, attendance)
  • Cannot log into the student portal

Staff can view archived student profiles for historical reference.