Manage Family Enrollment

Review all active families for the school year, or use the filter options to find specific families. Once you select a family's name, you can quickly perform actions such as Add a Payment or Edit Family/Student Info.

Review all families that were deleted from the Enrollment Center, or use the filter options to find specific families. You can also reactivate deleted family accounts by doing the following:

1. Select one or more families

2. Under Perform Batch Action, select Undo Deleted Family.

3. Select Submit. The families are now active again.

Review all families that may be duplicates of existing active accounts. Families are identified as potential duplicates if they have an email address, phone number, name, or address that matches an existing family in the enrollment process.

Delete families that are true duplicates of existing active families:

1. Select the families that are true duplicates and should be deleted.

2. Under Perform Batch Action, select Delete Family.

3. To complete the deletions, select Submit.

Move families that are not true duplicates from the Fix These Families folder to Pending or Active:

1. Select the families that are not true duplicates.

2. Under Perform Batch Action, select Remove Duplicate Exception.

3. Add a reason in Enter a Reason For This Batch Action and select Submit.

Review all families who have not yet approved their accounts via spreadsheet enrollment, or use the filter options to find specific families. Select Edit to make changes to a user's account information.

You can perform the following actions:

• Delete selected families

• Send enrollment email

• Email parents

• Enroll selected families

1. Select one or more families.

2. Choose the appropriate action under Perform Batch Action.

3. Select Submit when finished.

Review all families who require additional information, need fixes, or need to complete enrollment. Use the filter options to find specific families. Select a user's name to view their account.

You can perform the following actions:

• Modify tuition

• Apply fees, discounts, or rate cards

• Remove fees or discounts

• Change due/debit dates

• Change type codes

• Delete families

• Complete enrollment

• Move families to wait list

• Refresh admin fees to reflect school settings

1. Select one or more families.

2. Choose the appropriate action under Perform Batch Action.

3. Select Submit.

Review all families that have registered online, or use the filter options to find specific families. Select a user's name to view their account.

Accept or remove Accounts:

1. Select one or more families.

2. Choose the appropriate action under Perform Batch Action.

3. Select Submit.

Once your school has opened an enrollment cycle for an academic year, you can review all families from the previous academic year that need to be rolled over into the current year, or use the filter options to find specific families. You can also

Rollover or delete accounts:

1. Select one or more families.

2. Choose the appropriate action under Perform Batch Action and then select Submit.

• Choose from the Late Enrollment Options:

  • Spread: Spread out the amount due across the remaining months of the payment plan.

  • Upfront: From the original payment plan, place the amounts past due in the first available month, and spread the remainder across the payment plan.
    

  • Override: Add the current month back into the payment plan.

Review all families on the wait list, or use the filter options to find specific families. Select a user's name to view their account.

Accept or reject families:

1. Select one or more families.

2. Choose the appropriate action under Perform Batch Action:

   • Accept Selected Families moves the families to Pending Families.

   • Reject Selected Families moves the families to Deleted Families.

Review all families, or use the filter options to find specific families. You can also select a family's name to view their account.