Transferring an Enrollment from the Calendar View

There are two methods to transfer an enrollment from the Calendar view:

  • Choose the class you wish to transfer TO, then search for a student and choose the enrollment to transfer FROM
  • Choose the enrollment to transfer FROM, then search for a class to transfer TO 

Transfer by Choosing the Class to Transfer TO

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

  • From the Calendar View, click on the specific class you wish to transfer the enrollment FROM. This will launch the calendar details window.
  • Click the “>” button at the right of the student you wish to transfer from the enrollments list.
  • 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.)
    003.png
  • Select the class from the drop-down menu by clicking on the class name. This will launch the enrollment details window.
  • Make any necessary edits to the enrollment (start date, drop date, tuition override, billing schedule override, etc.)
  • Click the appropriate action at the bottom of the window to complete the enrollment (SAVE/SAVE & ADD ANOTHER, SAVE & CHARGE, etc.)

 

Need More Assistance?

Call us at 877-554-6776. Our business hours are Mon-Fri 9am-9pm Central Standard Time.