Scheduled Enrollments

You can schedule enrollments or enrollment changes to occur on a future date.

To schedule an enrollment:

  1. Click on the "Students" tab
  2. Find and Select the desired students name
  3. Click the "Enrollment" tab
  4. Click the "Change Enrollment" button
  5. Click on "+ New Enrollment"
  6. Select/deselect the programs for the new enrollment 
  7. Change/review the "Start Date" 
  8. Click "Save"

Note: The scheduled enrollment change's "Effective date" must be before the date the invoice is scheduled to be sent for the billing cycle (i.e. if invoices are sent on April 27th for invoices due May 1st invoices, for in order for the May 1st invoice to reflect the scheduled enrollment change, the scheduled change "Effective date" must be before April 27th).

Tutorial: https://www.iorad.com/player/1655987/How-to-Create-a-Scheduled-Enrollment

To cancel a student's enrollment on a future date:

  1. Click on the "Students" tab
  2. Find and Select the desired students name
  3. Click the "Enrollment" tab
  4. Click the "Change Enrollment" button
  5. Toggle On the "Cancel Enrollment" switch to cancel the current enrollment
  6.  Change/Review the date on which the program should be canceled. 
  7. Click "Save"

Tutorial: https://www.iorad.com/player/1656018/How-to-Cancel-an-Enrollment-on-a-Specified-Date

To edit a future scheduled enrollment:

  1. Click on the "Students" tab
  2. Find and Select the desired students name
  3. Click the "Enrollment" tab
  4. Scroll down and click the "Change Enrollment" button to the far right of the scheduled enrollment section near the bottom of the page
  5. Select/deselect the programs you would like to change
  6. Click "Save"

Tutorial: https://www.iorad.com/player/1622279/How-to-Edit-a-Scheduled-Enrollment

To cancel a future scheduled enrollment:

  1. Click on the "Students" tab
  2. Find and Select the desired students name
  3. Click the "Enrollment" tab
  4. Scroll down
  5. See the Scheduled Enrollment section near the bottom of the page
  6. Delete any scheduled enrollment changed by clicking the "Delete" button to the far right

Tutorial: https://www.iorad.com/player/1656022/How-to-Delete-a-Scheduled-Enrollment