How Do I Allow/Prevent Transferring Makeup Enrollments?

IN BRIEF:
The Enable Transfer of Makeup Enrollments setting controls whether administrators can transfer MAKEUP enrollments to a different class. Use this setting when your business needs to allow or prevent schedule changes for makeup enrollments after they have been created. 

Overview

The Enable Transfer of Makeup Enrollments setting determines whether administrators can move MAKEUP enrollments from one class to another.

When this setting is enabled, the System allows administrators to transfer enrollments with the MAKEUP enrollment type to a different class. When this setting is disabled, the System prevents administrators from transferring MAKEUP enrollments to another class.

This setting helps businesses control how makeup enrollments are managed, especially when they need to limit changes after a makeup enrollment has been scheduled.

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Accessing the Feature

  1. Navigate to SETTINGS > SETUP.
  2. Select the CLASS SETTINGS tab.
  3. Under GENERAL CLASS SETTINGS, locate Enable Transfer of Makeup Enrollments
    transfer_makeup_01.png

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Step-by-Step Instructions

  1. Select or clear the checkbox as needed:
    • Selected: Allows administrators to transfer MAKEUP enrollments to a different class.
    • Cleared: Prevents administrators from transferring MAKEUP enrollments to a different class.
  2. Select Save to apply the updated setting.

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How the setting affects transfers

The Enable Transfer of Makeup Enrollments setting changes how the Transfer option appears when administrators work with MAKEUP enrollments.

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STUDENTS, FAMILIES, or CLASS Enrollment View

When Enable Transfer of Makeup Enrollments is disabled, the Transfer button is hidden for all MAKEUP enrollment types in the STUDENTS, FAMILIES, and CLASS Enrollment views.

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Calendar View

When Enable Transfer of Makeup Enrollments is disabled, the Calendar view handles MAKEUP enrollment transfers differently depending on the transfer direction:

  • When transferring a student from the currently selected class into another class:
    • The Transfer button is hidden for any MAKEUP enrollments.
  • When transferring a student into the currently selected class from another class:
    • MAKEUP enrollments are excluded from the list of available enrollments for that student.

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Troubleshooting & FAQs

  • Why can I not see the Transfer button for a MAKEUP enrollment?
    • The Enable Transfer of Makeup Enrollments setting may be disabled. Navigate to SETTINGS > SETUP > CLASS SETTINGS, then review the Enable Transfer of Makeup Enrollments checkbox under GENERAL CLASS SETTINGS.
  • Does this setting affect ACTIVE enrollments?
    • No. This setting specifically controls whether administrators can transfer enrollments with the MAKEUP enrollment type.
  • Why does a MAKEUP enrollment not appear when transferring a student from another class in Calendar view?
    • When Enable Transfer of Makeup Enrollments is disabled, the System excludes MAKEUP enrollments from the list of available enrollments when transferring a student into the currently selected class.
  • Do I need to save the setting after selecting or clearing the checkbox?
    • Yes. Select Save after updating Enable Transfer of Makeup Enrollments so the System applies the change.

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Need more assistance?

Customer support is available at 1-877-554-6776 Mon - Fri, 9 am to 9 pm (CT) and Sat, 9 am to 6 pm (CT).