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How to Prepare for the Last Day of Class
How to Prepare for the Last Day of Class

Follow these steps to end the school year or start your summer program

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

The following are tips to end the school year right and better prepare you to start summer programs.

Review balances

Firstly, review any balances BEFORE the school year ends. You can do this on any of these pages:

  • A/R Aging Report

  • Enrollees Table

  • Invoices Page

See this article for more information on the above ways to view balances. If someone has a balance that needs to be paid, you can send a Past Due Notice or create an Invoice and text or email it.

End enrollment

Once your current Enrollment Period(s) end, you have several choices:

  • Stop Class enrollments only

  • Stop Program enrollment

  • Stop ALL enrollments in the Enrollment Period

See this support article for more detailed instructions on how to do each of these.

Create Summer Enrollment Period(s)

If you have any Summer Programs, now is the time to start creating them. See the following support articles for assistance in creating an Enrollment Period:

Next, you can start creating your Programs and Classes. See the following article for help:

Move current Enrollees

If any current Enrollees need to be enrolled or moved to the Summer Program, you have some options:

Other Important Tips

Other tips to keep in mind when the school year ends (and summer begins):

  • Test Summer Program enroll links to be sure they are set up correctly

  • Need to enroll someone from a Waitlist? Here's how

  • Not on V2 Billing yet? (If you DON'T have Payment Plans in every Enrollment Period, you are not on V2). BEFORE creating Summer Enrollment Periods, talk to us about converting your company to the new V2 Billing via chat. It will make the summer setup so much easier!

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