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How to Duplicate Enrollments

If you need to carry over Enrollments from one year to another, you can copy them along with the Enrollment Period!

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

When you duplicate an Enrollment Period, you have the option to not only copy Programs, Classes, and Waitlists, but also Enrollments.

That means at the time of duplication; Enrollees can be copied into the new Enrollment Period inside their Programs and Classes! This is especially useful if you tend to keep the same students year-to-year (or month-to-month), but need to track history in this way.

Follow the steps below to duplicate Enrollments:

Step 1 - Duplicate Icon. Click on your Enrollment Periods, then under the Enrollment Period you want to duplicate, click on the duplicate icon:

Step 2 - Rename the Duplicated Enrollment Period. The system will automatically rename the Enrollment Period to the same name with "copy" in parentheses. You will want to rename the Enrollment Period.

Step 3 - Choose Duplicate Enrollments. Choose the options you want (including "Duplicate Enrollments"), then click "Duplicate."

Step 4 - Click Duplicate. Click the "Duplicate" button and the Enrollment Period along with all checked options will be duplicated.

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