IN BRIEF
The CALENDAR page allows staff members to create a new class enrollment directly from a class timeslot. This workflow helps staff quickly enroll an existing student, create a new student profile when needed, and define enrollment details such as enrollment type, dates, billing schedule overrides, and tuition overrides.

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Creating a new student during enrollment
  • Enrollment detail options
  • Important Note About Charges and Payments
  • Using the New Enrollment Wizard
• Troubleshooting & FAQs
• Related Articles

Overview

Staff members can create a new class enrollment from the CALENDAR page by selecting a class timeslot and using the Enroll Student option. This process supports existing student enrollments and provides an option to create a new student profile if no matching student appears in the search results.

This workflow creates the enrollment and sends a confirmation email if enabled. It does not automatically prompt staff members to create charges or take payment. If the enrollment process must include billing or payment steps, staff members should use the New Enrollment Wizard option instead.

Before creating enrollments, review the following materials for additional context:

• Getting Started with Classes (PDF)
• What is an Enrollment Type?
• What is a Wait List Enrollment?

Back to top

Accessing the Feature

1. From the main navigation menu, go to the CALENDAR page.
2. Select the class timeslot where you want to create the new enrollment.
3. The System opens the "What would you like to do?" window.

Back to top

Step-by-Step Instructions

1. Select Enroll Student.
   • The System opens a search prompt where you can search for a student by Last Name and/or First Name.
2. Search for the student you want to enroll.
3. Select the checkbox to the left of each student you want to enroll.
4. Select Continue Enrollment.
   • The System opens the enrollment details for the selected student or students.
5. Review and update the enrollment details as needed:
   • Enrollment Type
   • Start Date/Drop Date
   • Selecting a Billing Schedule Override
   • Override Tuition
   • Enrollment email/addendum options
6. Select Complete Enrollment to create the new enrollment or enrollments.
   • The System creates the enrollment and sends a confirmation email if enabled.

Back to top

Creating a new student during enrollment

If no matching student appears in the search results, the System gives you the option to create a new student profile.

• Enter the student date of birth.
• Enter the student gender, if required by your account settings.
• Continue the enrollment process after creating the student profile.

Back to top

Enrollment detail options

• Enrollment Type
  • Defines the type of enrollment being created, such as ACTIVE, MAKEUP, TRIAL, or SINGLE DAY.
  • Important Note: Selecting a MAKEUP type enrollment will display Makeup Token information for the selected student or students if this feature is enabled. If the student does not have a valid Makeup Token to redeem for the enrollment, the staff member may or may not be able to complete the enrollment process, depending on their permissions.
• Start Date/Drop Date
  • Defines when the enrollment begins and, if applicable, when it ends.
  • Important Note: Selecting a limited enrollment type, such as TRIAL, SINGLE DAY, or MAKEUP, will automatically set the Start Date/Drop Date to be the same.
• Selecting a Billing Schedule Override
  • Allows staff members to apply a billing schedule that differs from the class default, if needed.
• Override Tuition
  • Allows staff members to enter a specific tuition amount instead of using the default tuition settings.
• Enrollment email/addendum options
  • Allows staff members to override any default options for sending an enrollment email or addendum.

Back to top

Important Note About Charges and Payments

This process simply creates the enrollment and sends a confirmation email if enabled. It does not automatically prompt the staff member to create charges or take payment. If this is required, staff members should use the New Enrollment Wizard icon to create the new enrollment or enrollments.

Back to top

Using the New Enrollment Wizard

The New Enrollment Wizard provides another way to create a new class enrollment from the CALENDAR page. Use this option when staff members need the enrollment workflow to include prompts for creating charges or taking payment.

Back to top

Troubleshooting & FAQs

• Why does the System ask me to search by student name?
  • The Enroll Student option starts by locating the student profile that should receive the enrollment. Search by Last Name and/or First Name, then select the checkbox next to the correct student.
• What should I do if the student does not appear in the search results?
  • Use the option to create a new student profile from the search view. The System may require the student date of birth and student gender, depending on your account settings.
• Why did the System set the Start Date and Drop Date to the same date?
  • Limited enrollment types, such as TRIAL, SINGLE DAY, and MAKEUP, automatically use the same Start Date/Drop Date.
• Why can I not complete a MAKEUP enrollment?
  • If Makeup Tokens are enabled, the System checks the selected student's Makeup Token information. Staff members may need a valid Makeup Token or specific permissions to complete the enrollment.
• Why was I not prompted to create charges or take payment?
  • The Enroll Student workflow creates the enrollment only. Use the New Enrollment Wizard if staff members need to create charges or take payment during the enrollment process.

Back to top

Related Articles

• Getting Started with Classes (PDF)
• How Do I Create a New Class Enrollment in the Office Portal?
• What is an Enrollment Type?
• What is a Wait List Enrollment?
• How Do I Use the New Enrollment Wizard?

Back to top