Enroll a new child

• Director
• Admin
• Needs: My School
• Phone
• Desktop
• Draft

If you don't see this

• It needs the My School permission. A director grants it under Manage School → Staff → Permissions.

The New Child flow asks one question per screen. Skip moves past optional steps.

Before you start

• Finish Create a classroom first.

Steps

1. Open My School → Enrollment, tap +, and choose New Child.

   Screenshot coming soon01 · /my-school

   The add menu with New Child

2. Tap Enrolling Child.
3. Enter First name, Last name, and Date of Birth. Tap Continue.

   Screenshot coming soon02 · /my-school

   Entering the child's name and date of birth

4. What day did this child tour? Pick the date, or tap Skip.
5. Please select the anticipated start date. Pick it and tap Continue.
6. Which classroom will this child start in? Pick the room and tap Continue.
7. Do you want to add a recurring tuition schedule? Tap Add Recurring Schedule to set it up now, or Skip.
8. Would you like to add the child's guardian? Enter Parent First Name, Parent Last Name, Parent Email, and Parent Phone Number. Tap +Add Second Guardian if needed.
9. Send enrollment items to family? Choose what to send: forms under Send Forms, Send Registration Packet, Onboarding Packet, and Registration Fee Invoice (then Select Registration fee).
10. Optional: add a follow-up reminder.
11. Tap Create Child.

Tips

• Registration Fee Invoice is pre-checked when the school has a registration fee rate.
• Items need a guardian email. If you skipped the guardian, Required Guardian Info asks for it.