Enrollment

Accepting students

Lesson 5

3 min

Step-by-step walkthrough

To accept a student that has applied to your listing, click directly on your listing from the Enrollment tab to open the enrollment funnel. You will see a card for each student that has applied to your listing in the Applied column. Simply drag-and-drop the student's card that you'd like to accept from the Applied column to the Accepted column.

The Accepted window will open once you've moved the student to the Accepted column. In this window, you will be able to confirm, edit or add the student's:

  • Plan

  • Classroom

  • Start date

  • Schedule (if applicable)

  • Student's payment plan(s)

  • Additional programs

In the Items section, the charges will auto-populate according to the plan that was selected by the guardian, and the payment schedule will begin according to the start date selected.

Click the gray pencil icon underneath the amount in order to edit any part of the charge. Click the red trash icon in order to delete the charge. Click the "Add Item" button in order to add additional charges, either one time or recurring.

Once you've reviewed the application, charges, and want to accept the student, click "Save" in the top right corner of the screen.

You'll be taken back to the Enrollment funnel. You'll notice the student you just accepted is now in the Accepted column, in yellow. If everything looks correct, click "Save Changes" in blue at the top of your screen to confirm the student's acceptance.

The automatic email will be sent to the guardians.

FAQ

How do I add discounts to student plans?

Do the guardians get notified when I move them to a new column?