Enrollment Workflow

New students: Enrollment

  • Update the status of your Accepted students in bulk to Enrollment in Progress within the Admissions List Page–>Applicants.  Use your filter options to look for your Accepted students and then update their status within the edit menu.
  • Review Tuition and Fee Amounts
  • Generate Contracts
  • Send Enrollment Email in bulk to let parents know contracts are available to be filled out
  • Once contracts are submitted, monitor checklist completion
  • Set any inactive statuses as needed (academic/financial hold)

Returning Students: Re-Enrollment

  • Perform rollover in bulk within the Enrollment List Page–>Current Students–>Edit Menu–>Rollover.
  • Review Tuition and Fee Amounts
  • Generate Contracts
  • Send Enrollment Email in bulk to let parents know contracts are available
  • Once contracts are submitted, monitor checklist completion
  • Set any inactive statuses as needed (withdrawn, on hold, not returning)
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