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How to Duplicate an Enrollment Period

Need an easy way to copy your Programs from one year to the next? Let us show you how.

Serena Edwards avatar
Written by Serena Edwards
Updated yesterday

If your Programs remain mostly the same from year to year and only need minor adjustments, the best way to do this is to duplicate your Enrollment Period. Doing so will also allow you to duplicate Programs, Classes, Waitlists, and/or Enrollments, which can save you a ton of time.

Follow these steps to duplicate the Enrollment Period (along with Programs, Classes, and/or Enrollments):

Step 1 - Open Settings

Select the cog wheel of the Enrollment Period you want to duplicate. Click the plus icon to duplicate it.

Step 2 - Choose What to Duplicate

Next, choose what you need to duplicate by selecting or deselecting the checkboxes beside each option. You can duplicate the Programs, Waitlists, Classes, and/or Enrollments. Program options are automatically duplicated, and the first three options are automatically checked.

You can decide if you want to duplicate the enrollments. NOTE: Enrollments means everyone who has enrolled into that Enrollment Period (at the time of duplication) can be copied.

Step 3 - Rename the Enrollment Period

Rename the Enrollment Period. The default method is adding the word "copy" to the existing Enrollment Period label.

Step 4 - Complete Duplication

Click "Duplicate" to complete the duplication. On the window, you will see a green checkmark beside the options you chose to duplicate if they were successfully duplicated.

IMPORTANT INFO ON PAYMENT PLAN/PRICING

You will also see a warning message that says: "Payment plans must be applied manually." Pricing and Payment Plans DO NOT duplicate with Programs and Classes when duplicating an Enrollment Period. This means you will need to manually add any Pricing or Payment Plans to the Programs or Classes.

Step 5 - Review New Enrollment Period

You should now see the Enrollment Period you just created. Once you've duplicated what you want, you'll need to go into each Program and modify anything that has changed.

Here is a quick checklist of some common changes to review in your Programs and Classes:

  • Enrollment end dates

  • Tuition start and end dates

  • Terms and Conditions and Enrollment Welcome Messages

  • Pricing (Pay-in-Full is published or unpublished)

  • Proration settings

  • Class capacities

  • Instructors

While this is a good list to run through before publishing your new Enrollment Period, the best thing to do is complete a test enrollment to verify everything is working as expected. See this support article for steps on how to test your Enroll Form.

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