After you publish an Enrollment Period, you may decide it’s not what you want and need a re-do. That’s okay, because we have a way for you to delete an unwanted Enrollment Period. You can also Archive past Enrollment Periods.
Archive an Enrollment Period
Instead of deleting an Enrollment Period (which cannot be undone), you may want to consider just archiving it. When you archive an Enrollment Period, the following will happen:
Removes the Enrollment Period from the Enroll Form
Removes the Enrollment Period from the Customer Portal
Removes the Enrollment Period from the Instructor Portal
Cancels any future Class reminders for enrollments in this Enrollment Period
Cancels any future invoice and payment events scheduled for this Enrollment Period
Preserves any historical context of enrollment in this Enrollment Period.
Follow these steps to archive an Enrollment Period.
Step 1 - Open Enrollment Period
Go to the Classes Tab/Classes or the Programs page (Classes/My Company > Programs) and click on the down arrow beside the Enrollment Periods.
Step 2 - Open Settings
Click the cogwheel beside the Enrollment Period you wish to archive. A new menu will appear. Select the box icon (when you hover over it with your mouse, you will see a message, “Archive this Enrollment Period”). Once you click the box icon, the Enrollment Period will be moved to the Archived section.
Delete an Enrollment Period
Deleting an Enrollment Period will remove it from all views as long as you don't have any Programs still using it. If any Programs are tied to the Enrollment Period, you will get an error message, “Unable to delete Enrollment Period” You will first have to delete the Programs of that enrollment period in the Programs Tab, and then go back and delete the period. See this support article for steps on deleting Programs.
Follow these steps to delete the Enrollment Period:
Step 1 - Archive Enrollment Period
The previous steps of archiving an Enrollment Period is REQUIRED to delete an Enrollment Period. Follow the above steps to archive the Enrollment Period first.
Step 2 - Delete Enrollment Period
Click the cogwheel beside the Enrollment Period you wish to delete. A trash can icon will appear. Click on the trashcan icon and then “Delete” and “OK”; you’re done!
Unarchive an Enrollment Period
When you unarchive an Enrollment Period, the following will happen:
The Enrollment Period (if published) will appear again on the Enroll Form.
The Enrollment Period will be viewable on the Customer Portal.
The Enrollment Period will be viewable on the Instructor Portal.
Any future Class reminders for enrollments in this Enrollment Period will be sent.
Any future invoice and payment events scheduled for this Enrollment Period will be posted.
Here are the steps to unarchive an Enrollment Period.
Step 1 - Open Enrollment Period
Go to the Classes Tab/Classes or the Programs page (Classes/My Company > Programs) and click on the down arrow beside the Enrollment Periods.
Click on the "Archived" Tab at the top.
Step 2 - Open Settings
Click the cogwheel of the Enrollment Period you wish to unarchive. A new menu will appear. Select the unbox icon (when you hover over it with your mouse, you will see a message, “Unarchive this Enrollment Period”). Once you click the unbox icon, the Enrollment Period will be moved to the Archived section.
