Managing your students in the partner portal

My Students is your cohort roster. It shows every student attached to your program, how far each one has got with getting a property approved, and who has gone quiet — plus a private coaching record per student so you can retire the spreadsheet.

Reading the roster

On a computer you get a table; on a phone, a card per student. Each row shows:

• Student — their name.
• Status — one of:
  • Onboarding — still working through setup.
  • Active — using Zi-Find.
  • Inactive 14+d — no activity for 14 days or more.
  • Confirmed property — they have a confirmed property.
• Confirmed and Under review — how many of their properties are confirmed, and how many are still being checked.
• Last activity — the last thing they did, or "No activity yet".
• Days left — time remaining on their access, where an end date is recorded.

Find the students who need you

Use the Needs attention filter at the top. A student is flagged when any of these is true:

• They have been inactive for 14 days or more.
• They are still onboarding and have nothing confirmed.
• They have nothing confirmed and seven days or fewer left.

A small gold dot marks them in the full list too. When nobody needs attention, the filter says so.

Open a student

Click any student to open their detail panel. You see when they joined, whether onboarding is finished, and their Property requests — each property with its status and the date it was requested or confirmed.

Keep a coaching record

Under Coaching record in the same panel you can:

1. Click Mark contacted after a call or message. The panel shows "Last contact" with how long ago it was.
2. Choose an Assigned coach from your team, if you have added teammates in Settings.
3. Write Notes — anything you would otherwise keep in a spreadsheet.
4. Save links for that student: Zi-Find submission, Calendly, Circle access and Community.
5. Click Save record. "Saved" confirms it.

The coaching record is for you and your team. It is not shown to the student.

Good to know

• Your roster only includes students attached to your program. If a student is missing or listed under the wrong coach, sign in and open Help or use the chat bubble — our team can move them for you.
• The dashboard's Student activity feed shows the same students with their last login, which is a quick way to see who has not signed in at all ("Never").
• Property searches you set up with your setup link are tracked separately under Client searches.