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Confirm enrollment changes (starts, moves, unenrollments)

  • Director
  • Admin
  • Needs: Approve Communication Items
  • Phone
  • Desktop
  • Draft

Scheduled changes to a child's status wait under Enrollment until someone confirms them.

Steps​

  1. Open Approval Center (Approvals) and tap Enrollment. Items are grouped as New Starts, Classroom Change, Unenrolling, Scheduled Pending and Scheduled Inquiry.
    The Enrollment chip with its groups
  2. Tap a child. The question matches the change, for example "Would you like to make [child] active?".
  3. Tap the confirm button (Yes, make active, Yes, move child, Yes, unenroll, and so on).
  4. If it isn't right, tap No, edit transition, then choose to change the date, cancel it, or unenroll.
  5. When changing a date, pick it and tap Next. Under Add Memo, type an optional Memo, then tap Save (or Skip).

Tips​

  • Confirming a new start doesn't bill the child. Set up their Recurring Tuition if they don't have one.
  • For a scheduled tour, you're asked to "Tell us about the tour" first.