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
- 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.
- Generate contracts for students in bulk or individually.
- 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).
- Once contracts are submitted, monitor checklist completion.
- Set any inactive statuses as needed (academic/financial hold, custom statuses, etc.).
Re-Enrollment Workflow for Returning Students
- Perform rollover in bulk within the Enrollment List Page -> Current Students. You can select this option from the Edit menu -> Rollover.
- Generate contracts for students in bulk or individually.
- 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).
- Once contracts are submitted, monitor checklist completion.
- Set any inactive statuses as needed (academic/financial hold, custom statuses, etc.).