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

Ensure your customers and staff are ready for the new school year

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

The following are tips to prepare you for the new school year (or the first day of class).

Pre-Enrollment

Confirm the new year setup

First, you must ensure your new Enrollment Period and/or Programs and classes are set up correctly.

Figure out the enrollment process

Second, figure out your enrollment process. Here are some options for enrollment:

Once you figure out your process, ensure your Customers know how to enroll and access their Enrollsy account in the Customer Portal. The portal is where your Customers can make payments, change data, view enrollments, access Activities, and more!

Enrollment

Once you open enrollment, sit back and watch the enrollments come in! If you have any issues, contact us via the chat button within the Enrollsy Admin app.

Post-Enrollment

Check Payment Plans & Invoices

After enrollment, check all Invoicing and Payment Plans to ensure everything came through correctly. (Enrollsy, like every other software program, occasionally has bugs. If you experience any, please let us know via chat).

See these support articles for more assistance:

You may have to adjust Payment Plans and/or add Invoices. Depending on your Program setup, you may also want to add Discounts to individual accounts. See these support articles for help:

Confirm Documents

If any of your Programs have Required or E-signature Documents attached, you can be notified of completed Documents on the Notification Center. Learn how here. See the following support article for more help with Documents:

Update Staff

The beginning of a school year is a good time to review your staff's information, including the following:

Setup Kiosk/Activities

If you are using our Activities to check in and out Enrollees and/or Instructors, learn how to set up a Kiosk. You may also need to check out the following:

Instructors

Customers

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