Let's face it, not everyone sticks around for the long haul. You must know what to do when someone cancels or withdraws from a program.
Impacts of Deactivating an Enrollment
Deactivating an Enrollment WILL:
Remove Enrollee enrolled from their Class assignment
Turn off Auto-Billing for that Enrollment, meaning Invoices will not be automatically added to the Account
Make the Enrollment inactive
Deactivating an Enrollment WILL NOT:
Make the Account inactive
Zero out the account balance. (Any unpaid charges for this enrollment will remain on the account unless you remove them)
Remove any data permanently
Turn off Auto-Pay for that Enrollment. If any balance is on the Account, Auto-Pay WILL run again to collect the balance. If you want Auto-Pay off, you will have to turn it off on the Account manually
Option 1: Deactivate an Enrollment by Account
Step 1 - Find the Enrollee using the search bar at the top of Enrollsy
Step 2 - Under that Enrollee's name tab, find the program they are withdrawing from and flip the switch to deactivate them
Option 2: Deactivate Enrollments by Class
Step 1 - Find the Class the Enrollee is in on the Classes page and check the box to the left. Reassign them to the Unassigned List by clicking the "Reassign" button.
Step 2 - Select all the Enrollees in the Unassigned List that you want to deactivate and/or delete, and click "Remove." It allows you to either deactivate the enrollment or deactivate and delete it.
See this support article for more information on how to delete an Account/Enrollment.
Reactivate an Enrollment
To reactivate an Enrollment, simply switch the toggle button back on.
