Enroll Students

You can enroll existing students in classes and register new families and students. There are a few things you need to do to enroll students.

Back up your data

  1. On the File menu, click Backup / Restore / Archive > Backup Data.
  2. Click Backup Data.
  3. Enter a reason for the backup, such as "Backup before enrolling students".
  4. Select a backup method, and enter or select any relevant information.
  5. Click Start Backup.
  6. After your data is backed up, you can print the backup information for your reference.

Enroll existing students

You can view student records and make any changes before updating to the new term.
Note: If you keep the same group of students together as they progress from class to class, use Automatic Class/Session Promotion instead.
  1. On the Information tab, click Students > Processes then, on the Formation Processes tab, click Enrollment.
  2. Select which information to post:
    • To post enrollment information, enter the date and year.
    • If you activate student records, select whether to activate the family or parents/guardians.
    • To post classes/sessions to all enrolling students, select the class/session name.
    • If you post financial information to all enrolling students, select the period and activities.
    • To post services/retreats to all enrolling students, insert any service/retreat information.
  3. Click Next.
  4. Select a student to add the selected information to. Verify them, and click Yes - Enroll Student.
  5. Verify, edit, or enter the student's information on each tab. Click Enroll Next Student.
  6. Repeat this for each student you want to enroll.
  7. Click Show Class Sizes to see the current number of students enrolled in each class and the pending online registrations. This is recalculated each time you enroll a student.
  8. Click Show List of Enrolled Students to verify the students you added. Click Display Student to edit the student's information in the tabs.
  9. When you're ready to enroll the students, click Finish.

example of the Enrollment process

Register new families and enroll new students

If you created a registration form, you can register new families and students.

  1. On the Information tab, click Students > Processes then, on the Formation Processes tab, click Register Families and Enroll Students Online.
  2. Select Check and Register Families with Students, and click Next.
  3. From the list of forms waiting to be processed, select the families to register.
  4. If needed, edit any family information. Click Print Worksheet to review all family data.
    Tip: If you think a record already exists for a family, click Find a Family. If you find a match, you can select which information to keep and which to pull from the registration form.
  5. Click Next.
  6. To register the families and enroll the new students, click Finish.
    Note: The date a registration form was submitted is recorded as the student's enrollment date in the Enrollment/Perm. Rec. window, along with the enrollment year and grade.

List of registration forms waiting to be processed