Take the following steps to clean up the dashboard at the end of a school year or session.
Graduation
Prefer to watch a video? Click here
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 that 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
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
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 next school year
Schedule future class changes for students staying at your center that will transition classrooms next school year
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
Prefer to watch a video? Click here
From the Admin Dashboard, navigate to the Billing > Statements 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