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.
Navigate to the Waitlist tab.
Click the ✉️ Email button next to the student's name.
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.
Back in the Waitlist Dashboard, click the Enroll button.
The student will now appear in your Onboarding Dashboard with a status of Pending.
From the Onboarding Dashboard, click on the student's name.
Go to the Registration tab.
Review the pending registration details submitted by the parent.
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:
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.
Registering the student will move them from pending to registered. Only complete this step once they have paid their deposit if applicable.
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.
Need Help? If you run into issues during this process, please contact our support team at support@childfriendlypro.com or use the chat tool in your dashboard.
📧 Step 1: Notify the Parent
Navigate to the Waitlist tab.
Click the ✉️ Email button next to the student's name.
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
From the Onboarding Dashboard, click on the student's name.
Go to the Registration tab.
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.
Registering the student will move them from pending to registered. Only complete this step once they have paid their deposit if applicable.
📋 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.
Need Help? If you run into issues during this process, please contact our support team at support@childfriendlypro.com or use the chat tool in your dashboard.
Updated on: 05/06/2025
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