Accept students through your enrollment listings
In order to accept a student that has applied to your listing, click on your listing from the Enrollment tab to open the enrollment board. You will see a list of the students that have applied to your listing in the Applied column. Simply drag-and-drop the student's contact card that you'd like to accept from the Applied column to the Accepted column.
The Accepted window will open once you've moved the student to the Accepted column. In this window, you will be able to confirm, edit or add the student's:
Schedule (if applicable)
Student's payment plan(s)
In the Items section, the charges will auto-populate according to the plan that was selected by the guardian, and the payment schedule will begin according to the start date selected.
Click the gray pencil icon underneath the amount in order to edit any part of the charge
Click the red trash icon in order to delete the charge
Click the "Add Item" button in order to add additional charges, either one time or recurring, to the student
Edit the payment plans during acceptance
In order to see the specific recurring charges or installments, click the gray pencil icon. The specific Item window will open allowing you to edit any of the following fields that create the payment schedule:
Item name - charge name listed on invoices to guardians
Price - amount of the charge
Discount - any deduction or credit that will reduce the price amount
This charge should be - select if this charge should be a one time charge, recurring for a set number of times, or broken up into multiple installments
This charge will occur - allows for selection of Weekly, Every other week, or Monthly cadences for billing
Duration (only applicable if selecting "recurring for a set number of cycles" under "This charge should be") - number of installments for recurring charges
The first invoice will post - the date the balance will post to the student's Payments tab
The last invoice will be due - the due date for payment and also the last day this charge will be due
Charge first installment immediately - if this box is checked, the payment method below will be charged the amount listed. If it is a recurring charge, only the first installment will be charged immediately. All immediate charges on this form must have the same payment method
Click "Save item" once completed.
On the right hand side, you'll see an Application Overview section where you can prioritize the student's acceptance, select if the student will receive a subsidy, edit the billing frequency and view the application. At the bottom of this section, you can see which required documents the guardian has Submitted or Not Started. The documents section populates directly from the documents you selected as required when creating or editing the enrollment listing.
Once you've reviewed the application, charges, and want to accept the student, click "Save" in the top right corner of the screen.
You'll be taken back to the Enrollment funnel. You'll notice the student you just accepted is now in the Accepted column in yellow. If everything looks correct, click "Save Changes" in blue at the top of your screen to confirm the student's acceptance.
The automatic email will be sent once you confirm the student's enrollment. HERE is how to edit the automatic acceptance email.