IN BRIEF
Families can submit enrollment drop requests directly through the Customer Portal or Mobile App. These requests allow customers to specify the preferred drop date and provide any necessary notes. Depending on your Customer Portal settings, drop requests may be auto-approved or routed for administrative review.
Overview
This feature allows customers to request the removal of a student’s ACTIVE enrollment from a class through the Customer Portal or Mobile App. The drop request includes a preferred drop date, a required or optional reason (depending on settings), and optional notes. The organization determines whether the request is auto-approved or submitted for review based on system configuration.
Accessing the Feature
Customers can initiate a drop request from either the Customer Portal or Mobile App.
Customer Portal
- Log in to your Customer Portal account.
- Select MY ACCOUNT from the toolbar at the top of the screen.
- Locate the student and select the Enrollments icon to access their current enrollments.
Mobile App
- Select ACCOUNT from the bottom navigation toolbar.
- Choose the appropriate student.
- Select Enrollments to view current enrollments.
Step-by-Step Instructions
- Access the student’s Enrollments list using the steps above.
- The page will display all current enrollments for that student.
- Locate the class you want to drop and select DROP ENROLLMENT.
- This opens the Drop Enrollment Request dialog.
- Enter the Drop Date.
- If Limit Drop Date is enabled under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS REGISTRATION, customers will not be able to select a date earlier than the value defined in Limit Drop Date to at Least X Days From Today.
- Provide the required Reason (if enabled).
- If Drop Reasons are enabled under SETTINGS>SETUP>CLASS SETTINGS>DROP REASONS, customers must select a reason.
- If disabled, the Reason field will not be displayed.
- Enter any optional Notes explaining the reason for the drop request.
- Select Yes, please drop! to submit the request.
- Select Cancel to close the dialog without submitting.
- Depending on your organization's settings under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS REGISTRATION>Allow Drop Requests, drop requests may be auto-approved or submitted for staff review.
Troubleshooting & FAQs
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Why can customers not select an earlier drop date?
- The “Limit Drop Date” setting prevents selecting dates earlier than the defined minimum number of days from the current date.
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Why is the Reason field missing?
- The “Drop Reasons” feature is disabled. Enable it under SETTINGS>SETUP>CLASS SETTINGS>DROP REASONS.
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Are drop requests approved automatically?
- This depends on whether the “Auto-Approve Drop Requests” setting is enabled under Customer Portal class registration options.