Take the following steps to clean up the dashboard at the end of a school year or session.
Graduation
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Marking a classroom or student as "Inactive" allows you to keep their data in the dashboard for your records and allows parents to have access to documents and statements. Inactive classrooms or students are hidden from the app.
Navigate to the Students tab of the Admin Dashboard
Check off the students who will be graduating. Filtering by classrooms will be helpful for this step
Once selected, click the red "Disable" button at the top of the student's table (No disable button anymore. This is the Mark As drop-down. This section needs to be redone)
Select the "Graduate students" option and click "Graduate # students"
The Deactivate students window will appear. Select the checkbox if you'd like to:
Remove future debits (anything that has not been posted AND not paid)
Remove autopay (warning: this will disable autopay for siblings as well)
Remove from enrolled programs
Click "Deactivate".
💡 When graduating students, an inactive Graduated class is created on your Classrooms tab so you can always reference back to these students.
Summer Programs or Camps
Create your summer camp enrollment listing to have existing and new families apply to the summer sessions. For more information about how to create a listing refer to this article
Create new classrooms for your summer session to keep them separate from the school-year classrooms
Create your roster for the next school year
Create any new classrooms that are needed for the next school year
Schedule future class changes for students staying at your center who will transition classrooms next school year. For more information on billing reports, refer to this article.
Select the class change date as the day you'd like guardians to see the new classroom for next year that their child is in
Review Balances
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From the Admin Dashboard, navigate to the Statements in the Billing tab
Toggle to the Overdue tab at the top
Check to make sure all guardians are up-to-date on payments prior to the last day
If needed, check off the students on your overdue list and click "Send reminder".
at the top of the table to send an email overdue reminder to the primary guardians