IN BRIEF 
The Group Enroll feature allows staff to enroll multiple students into the same class at the same time. This tool can save time when enrolling several students into a class roster without repeating the enrollment process for each individual student. 

• Overview
• Accessing the Feature
• Step-by-Step Instructions
  • Important Notes
• Troubleshooting & FAQs
• Related Articles

Overview

The Group Enroll option on the CLASSES page allows staff to quickly add multiple students to a class roster in a single workflow. Instead of enrolling students one at a time, staff can search for students, add them to a temporary roster list, and then apply enrollment settings for all selected students at once.

When using the group enrollment workflow, staff can:

• Search for students by keyword or by student name.
• Navigate through pages of students to locate the correct individuals.
• Add multiple students to the enrollment list before finalizing their enrollments.
• Configure enrollment details such as:
  • Enrollment Type
  • Session (if sessions are enabled)
  • Start Date
  • Drop Date
  • Billing overrides
  • Email confirmation settings

After the enrollment details are confirmed, the System creates the enrollments for all selected students simultaneously.

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Accessing the Feature

1. From the main navigation menu, go to CLASSES.
2. Locate the class into which you want to enroll students.
3. Expand the Enrollments view for that class.

This view displays the group enrollment interface where students can be searched for and added to the class roster.

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Step-by-Step Instructions

1. Navigate to the CLASSES page.
2. Expand the Enrollments view for the class into which you want to group enroll students.
3. Locate the students you want to enroll using one of the following search methods:
   • Enter a Keyword.
   • Search by Student Name.
   • Navigate through pages of students in the list.
4. Add students to the roster:
   • Select the "+" icon next to a student's name to add them to the enrollment list.
   • The selected students will appear in the list on the right-hand side.
5. If you need to remove a student from the enrollment list:
   • Select the red "X" next to the student in the roster list.
6. Select Next to edit the enrollment details.
7. Configure the enrollment settings for the selected students:
   • Enrollment Type
     • Select the appropriate type (such as ACTIVE, MAKEUP, or TRIAL).
   • Session
     • Select the session if your account uses sessions.
   • Start Date
     • Confirm or adjust the start date for the enrollments.
   • Drop Date
     • If the enrollment type is ACTIVE, the drop date can be left blank when sessions are not used.
     • If the enrollment type is MAKEUP or TRIAL, the drop date should match the start date so the student is not left enrolled beyond the intended makeup or trial date.
   • Billing
     • Use the Billing drop down menu to override the default Billing Scheduel on the class for Active enrollments.
   • Tuition Override
     • Check the box and enter a tuition override to give the students a custom tuition rate for the class.
     • If this option is enabled, an expiration date can be assigned to the override by enabling the “Enable Tuition Expiration Date” option and entering a date.
8. Choose whether to send an email confirmation to the primary email address for the family.
9. Select Finish to complete the enrollments.

The System will create enrollments for all students included in the roster list.

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Important Notes

• The student's age displayed in the system is always based on the current date.
  • If the class has a future start date, the System may warn that the student does not meet the age requirement even if they will be old enough by the time the enrollment begins.
• If a Tuition Override value is defined, the system will calculate the amount to be billed based on the "Tuition Override Behavior" setting under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS.
  • This rate will be used for billing the remainder of the enrollment unless edited or changed for each enrollment.

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Troubleshooting & FAQs

• What permissions are required to use Group Enroll for classes?
  • Staff must have the “Enrollments” permission enabled to access the Group Enroll option.
• Does the System create one enrollment record or multiple records?
  • The System creates individual enrollment records for each student, even though they are enrolled through a single workflow.
• Why am I receiving an age warning when enrolling a student who should be eligible for the class?
  • The System calculates the student's age based on the current date. If the class begins in the future, the System may warn that the student does not meet the age requirement even if they will meet the requirement by the class start date.
• What happens if I enter a tuition override?
  • The System will bill the enrollment using the override amount according to the Tuition Override Behavior setting under SETTINGS > SETUP > CLASS SETTINGS > GENERAL CLASS SETTINGS. This rate remains in effect unless it is manually changed for the enrollment.
• Does Group Enroll automatically create charges for class enrollments?
  • No. Staff will still need to create class tuition charges for the enrollments, either individually per student or by using the TRANSACTIONS>CLASS TUITION CHARGES task.

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Related Articles

• How Do I Create a New Class Enrollment in the Office Portal?
• How Do I Create a New Class Enrollment From the CALENDAR Page?
• How Do I Use the Class Enrollment Wizard?
• How Do I Manually Create Class Tuition Charges?
• What is the Class Tuition Charges Task?

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