Managing Waitlists

This article will help in providing more support for managing your waitlists from sign up to enrollment for your families

ACCESSING THE WAITLIST

When an FST is created, options for a program waitlist are added as checkboxes that are linked to the waitlist program. Parents that select this option will be added into a waitlist program.

 

To access your waitlist program: 

  1. Select the Programs tab, located under settings
  2. Locate the Program Group for "Waitlist"
    1. Click on the caret (^) to the right of the program group name to show the list of specific waitlist programs
  3. Once expanding the program group for Waitlist, you are able to click on specific enrollments for each waitlist program to view the students within the waitlist

 

ENROLLING A STUDENT

  1. Locate the Student Profile you would like to make enrollment changes to
    1. Click the enrollment tab

  2. If the student is  , click the inactive box to open the enrollment options. 
    1. Select the enrollment option(s) you would like to enroll the student into 
    2. Select the correct campus
    3. Click Save
  3. If the student is currently enrolled in other programs, select
    1. Select the enrollment option(s) you would like to add  
    2. Click Save
    3. *Check the student's upcoming invoice to ensure that it was adjusted to reflect the new enrollment*

If the change requires a family to be billed, create and send an Ad Hoc invoice:
HOW TO SEND AN AD HOC INVOICE

 

UNENROLLING A STUDENT

If a parent has requested to cancel their student's enrollment into an enrichment class, or you need to remove a student from an enrichment class that is already paid for please refer to this article: 
HOW TO HANDLE A REQUEST TO CANCEL ENROLLMENT FOR A CLASS THAT IS ALREADY PAID


IMPORTANT TO NOTE:

  • If you are only dropping a class, or changing enrollment, click "Change Enrollment" and then make changes as needed.
  • Activate the option to apply credits during signups if a family has a credit on their account.

    To locate this option:
    - Click Financials under Settings on the left-hand side
    -Click the (^) for  
    -Locate the toggle:     and ensure it is ON