How Do I Transfer an Enrollment from the Calendar View?

IN THIS ARTICLE:
Learn about the two methods available to transfer an enrollment from the Calendar view.

If the option to "Enable Transfer of Makeup Enrollments" is disabled under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS, the transfer button will be hidden for makeup enrollments when transferring a student from the current class into another. If you are using the option to transfer a student to the current class from another, the system will hide makeup enrollments from the list of enrollments for that student.

Transfer by Choosing the Class to Transfer TO

  1. From the Calendar View, click on the specific class you wish to transfer the enrollment TO. This will launch the calendar details window.
  2. Click the “>TRANSFER” button at the top of the window.
  3. Search for a student to transfer into the class. (You can search first name or last name in any order.)
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  4. Select the student by clicking on their name.
  5. Click on the enrollment you wish to transfer FROM. This will launch the enrollment details window.
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  6. Make any necessary edits to the enrollment (start date, drop date, tuition override, billing schedule override, etc.)

    NOTE: If the option to “Enable Setting Drop Date on Previous Enrollment” has been selected under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS, there will also be an option to set the drop date for the previous enrollment (i.e., the enrollment the student is being transferred from).  Leaving this option blank will retain the default system behavior (automatically setting the drop date as the day before the new enrollment starts).  If you wish to choose an earlier drop date, enter the date in the "Drop Date for Previous Class" field.
  7. Click the appropriate action at the bottom of the window to complete the enrollment (SAVE/SAVE & ADD ANOTHER, SAVE & CHARGE, etc.)

Transfer by Choosing the Enrollment to Transfer FROM

  1. From the Calendar View, click on the specific class you wish to transfer the enrollment FROM. This will launch the calendar details window.
  2. Click the “>” button at the right of the student you wish to transfer from the enrollments list.
  3. Search for a class to transfer the student into. (You can search by class name or use a combination of filters on the left-hand side of the window to narrow your results.)
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  4. Select the class from the drop-down menu by clicking on the class name. This will launch the enrollment details window.
  5. Make any necessary edits to the enrollment (start date, drop date, tuition override, billing schedule override, etc.)

    NOTE: If the option to “Enable Setting Drop Date on Previous Enrollment” has been selected under SETTINGS>SETUP>CLASS SETTINGS>GENERAL CLASS SETTINGS, there will also be an option to set the drop date for the previous enrollment (i.e., the enrollment the student is being transferred from).  Leaving this option blank will retain the default system behavior (automatically setting the drop date as the day before the new enrollment starts).  If you wish to choose an earlier drop date, enter the date in the "Drop Date for Previous Class" field.
  6. Click the appropriate action at the bottom of the window to complete the enrollment (SAVE/SAVE & ADD ANOTHER, SAVE & CHARGE, etc.)

 

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