Before you start
Prepare the right information
- Create the student and package first.
Workflow
Complete the task step by step
- 1
Open Enrollments.
- 2
Create or review the enrollment.
- 3
Use status filters to find draft, pending payment, active, completed, canceled, or expired enrollments.
- 4
Update enrollment status when payment, documents, waivers, or completion changes.
- 5
Open the student profile for full history.
Expected result
What success looks like
The enrollments workflow is configured or understood, and the user knows the next dashboard step.
Public website impactNothing changes on the public website until an authorized user saves or publishes a setting that is designed to be public.
Troubleshooting
Common problems to check
- Online enrollment forms can create student and enrollment records when public flows are enabled.
Important
Keep these boundaries in mind
- Online enrollment forms can create student and enrollment records when public flows are enabled.