Overview

Learn all about using SchoolAdmin tools to manage your enrollment for new students and re-enrollment for returning students in this full-length (~1 hour) training video.

Enrollment Workflow for New Students

  1. Using a bulk action, change the status for any accepted students to 'Enrollment in Progress' within the Admissions List Page -> Applicants. You can use the Filter Options on the page to filter to only 'Accepted' status students, then update their status within the Edit menu.

  2. Generate contracts for students in bulk or individually.

  3. Send an Enrollment Email in bulk letting parents know contracts are available to be filled out. A good practice is to also include information on how to log into the Parent Portal and authenticate to the student(s).

  4. Once contracts are submitted, monitor checklist completion.

  5. Set any inactive statuses as needed (academic/financial hold, custom statuses, etc.).

Re-Enrollment Workflow for Returning Students

  1. Perform rollover in bulk within the Enrollment List Page -> Current Students. You can select this option from the Edit menu -> Rollover.

  2. Generate contracts for students in bulk or individually.

  3. Send an Enrollment Email in bulk letting parents know contracts are available to be filled out. A good practice is to also include information on how to log into the Parent Portal and authenticate to the student(s).

  4. Once contracts are submitted, monitor checklist completion.

  5. Set any inactive statuses as needed (academic/financial hold, custom statuses, etc.).


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