How to Move a Student from the Waitlist to Enrolled

Use this guide when you're ready to offer a space to a student on your waitlist. This process walks you through notifying the parent, collecting a deposit, and completing onboarding.

📧 Step 1: Notify the Parent

1. Navigate to the Waitlist tab.
2. Click the ✉️ Email button next to the student's name.
3. Use the email tool to:

• • Let the parent know a space is available.
  • Share any relevant details (start dates, fees reminder etc)

💡 Tip: Customize the email before sending to include personalized notes or center-specific information.

🔁 Step 2: Move to Onboarding

• Back in the Waitlist Dashboard, click the Enroll button.
• The student will now appear in your Onboarding Dashboard with a status of Pending.

🗂️ Step 3: Review Pending Registration

1. From the Onboarding Dashboard, click on the student's name.
2. Go to the Registration tab.
3. Review the pending registration details submitted by the parent.

💳 Step 4: (Optional) Request a Deposit

• Still in the Registration tab, if you require a deposit before confirming enrollment:
• • Click the Charge Deposit button.
  • The parent will receive an automated email with a secure payment link.

🧾 The email looks like this:

✅ Step 5: Confirm Enrollment

• Still in the Registation tab, when ready to confirm the student's enrollment:
• • Click Register to approve the individual registration, or
  • Click Register All to approve all pending items for the student at once.

📋 Step 6: Track Onboarding Progress

Keep an eye on the student's progress via the Onboarding Dashboard:

• ✅ Deposit Paid — auto-checks when complete
• ✅ Agreements Signed — auto-checks once parent completes in the portal
• 🔲 Custom Tasks — manually check off any additional onboarding steps

Once all tasks are complete and you're ready to move forward:

• Click Complete to remove the student from the onboarding list and officially mark them as enrolled.

Updated on: 05/06/2025