Online Class Enrolment Checklist

Make sure you're fully prepared to accept online class enrolments from your customers by following this checklist. We've outlined all the steps needed to ensure your setup is ready for seamless enrolment through the customer portal.

1. Activate the Online Enrolment Feature
   Before anything else, make sure you have activated the online enrolment feature. In Settings > Company > Information, decide if enrolment should be automatic or require approval. Ensure the appropriate boxes are ticked, and optionally, enable "Require Upfront Payment to Approve Enrolments" if you want customers to pay the class fees as they book.

   If you haven't done so yet, follow the instructions here ➡️ Enabling Portal Enrolments.

2. Activate the Classes for Enrolment
   Next, you need to activate the specific classes that will be available for online enrolment. This can be done in the classes section of your account. Find out how to do that here ➡️ Activate your specific classes for online enrolment on the portal.

3. Check Class Options and Limitations
   Head into each class and confirm that the correct options and limitations are set:

   1. Set any necessary age restrictions within class settings, limiting enrolment to specific age groups if needed.

   2. Verify the class capacity is set correctly, as this determines whether a student is enrolled directly into a class or placed on the waiting list. If you need help updating your class capacity, refer to the steps outlined here ➡️ Adjusting Class Capacity.

4. Prepare for Online Enrolments via the Portal
   You're now set to begin accepting online class enrolments through the portal.

5. Provide Portal Access to Customers

   • For New Customers: Use a registration form to give them access ➡️ Provide your customers with an online registration form.
   • For Existing Customers: Send them an invitation to join the portal ➡️ Inviting Your Existing Customers to the Parent Portal.

With everything in place, you're ready to welcome students through the online enrolment process!