Confirm enrollment changes (starts, moves, unenrollments)
- Director
- Admin
- Phone
- Desktop
- Draft
Scheduled changes to a child's status wait under Enrollment until someone confirms them.
Steps
- Open Approval Center (Approvals) and tap Enrollment. Items are grouped as New Starts, Classroom Change, Unenrolling, Scheduled Pending and Scheduled Inquiry.
Screenshot coming soon
The Enrollment chip with its groups - Tap a child. The question matches the change, for example "Would you like to make [child] active?".
- Tap the confirm button (Yes, make active, Yes, move child, Yes, unenroll, and so on).
- If it isn't right, tap No, edit transition, then choose to change the date, cancel it, or unenroll.
- 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.