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:
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
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!