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:
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 the above options.
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:
An Admin User can enroll them. Admin can also add another Enrollee to an existing Account.
You can send out the Enroll Form, and they can enroll themselves
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
Need Additional Program Setup Training?
Need Additional Program Setup Training?
Enrollsy offers a few client support options for those who have completed their implementation and have been live for more than 60 days and need additional assistance with program setup:
The first option is a free annual (once-per-year) account review. This meeting is a time for us to check in with each other and see how things are going. It is 30 minutes long (schedule now) and can be used for anything you wish.
The second option is a 30-minute scheduled meeting. This support meeting is for more use-case-specific questions, training, or set-up questions that Enrollsy clients want hands-on help with. We conduct this meeting using Zoom so we can be as helpful as possible. Schedule here.