How do I get ready for a new year of enrollments?

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Updated On   
Mon
14 Dec
2020
4:03 pm

In this article, I will outline the steps required to create a new Enrollment Period from scratch. I'm also going to outline the steps required to duplicate an Enrollment Period.

New Enrollment Periods From Scratch

To create a new Enrollment Period, go to the My Company, Programs page. Once there, click on the Enrollment Period component (depending on how you name them, your component might say something different) and click the blue plus button in the bottom left.

Creating New Enrollment Periods in Enrollsy
Creating New Enrollment Periods in Enrollsy

Give the Enrollment Period a Label or a name. See examples listed in the component. Then click Save. You will see a success message. Click the OK button. You should now see the Enrollment Period you just created.

From here, you'll want to create Program Options and Programs. Depending on your setup, you may need to create Classes for each of your Programs in the new Enrollment Period. You'll also want to make sure you publish the Enrollment Period before you let people enroll.

Duplicating Enrollment Periods

Do your Programs remain mostly the same from year to year (or whatever other intervals you have) and only need minor adjustments? If so, the best way to do this is to duplicate your Enrollment Periods. Doing so will also allow you to duplicate Classes and Waitlists, which can save you a ton of time.

Duplicating Enrollment Periods in Enrollsy
Duplicating Classes and Waitlists in Enrollsy
Duplicating Classes and Waitlists in Enrollsy

All you need to do is rename it and click Save. You will see a success message. Click the OK button. You should now see the Enrollment Period you just created.

Once you've duplicated what you want, you'll need to go into each Program and modify anything that has changed. For example, please make sure the Tuition Start & End Dates get updated. You may also have had pricing changes that require additional updates.

If you've had Instructors change, you will need to go to the Classes and update them as well.

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