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How to Keep Track of Enrollee Withdrawals
How to Keep Track of Enrollee Withdrawals

Find out how to make sure you have withdrawal dates for all Enrollments

Serena Edwards avatar
Written by Serena Edwards
Updated over a month ago

The best way to track when an Enrollee withdraws from a Program is to add an Admin-Only/Internal Date field to your Enroll Form. You can then fill it in with the date once an Enrollee withdraws. Here's how to do that:

Step 1 - Enroll Form/Student Info

Head to My Company > Forms > Enroll Form. Scroll down to the Student Info section that looks like this:

Step 2 - Add Date Field

Next, scroll down to the last question before the Program Section. Add a Date Field and call it something like "Withdrawal Date."

Step 3 - Switch on Toggles

Scroll to the bottom of the Field Settings to switch on the following:

  • Not editable by Primary Parent / Legal Guardian

  • Hide in Customer Portal

  • Hide on Enroll Form

    hide field from customer portal and enroll form in Enrollsy

Step 4 - Move Field

Click Save to save and then move the field where you want it on the Enrollee's timeline. See this support article for how to move a field in the Enroll Form.

NOTE: Once you add this field, you can filter by that date on the Enrollee Table (see below). Click here to learn how to filter Enrollees.

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