Skip to main content

Edit or cancel a scheduled change

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

Pending changes appear in color; completed ones show a check mark, and canceled ones an ✕.

Before you start

Steps​

  1. Open the child's profile and tap the status chip under their name, or Enrollment Records → Enrollment History. For classroom moves, tap Classroom Transition.
    A child's Enrollment History
  2. Tap a pending entry, such as Scheduled Start or Scheduled Archive.
  3. Choose:
    • Yes, make active (or Yes, unenroll, Yes, move child, and so on) to confirm it now.
    • No, edit transition to change it. Then:
      • Change … Date (for example Change Scheduled Start Date): pick a new date, add a memo if you like, and save.
      • Cancel … Date: confirm with Yes to cancel the change.
      • Unenroll: un-enroll the child instead.

Tips​

  • Completed entries with a note show a note icon. Tap a completed tour to read its note.
  • An archived lead has Restore Lead at the top of its history. See Restore an archived lead.