From accepted offer to class placement

The gap between “accepted” and “on roster”

Admissions celebrates offers; registrars discover missing birth certificates week before term. Enrollment module bridges CRM acceptances to live student records with a checklist both teams share.

Checklist per accepted student

Deposit paid, medical form uploaded, transport choice, photo for ID, sibling link verified. Items gate status moves - cannot mark “enrolled” until mandatory docs green. Parents upload via portal; office reviews queue.

• Configurable checklist by grade or program
• Bulk status for cohort intakes
• Waitlist promotion auto-starts checklist
• Fee plan assignment on enrollment confirm

Class and section placement

Assign homeroom and elective preferences within capacity rules. Balance gender or support needs with manual drag-adjust. Export class lists for timetabler before master schedule locks.

Fee plan handoff

Tuition, transport, and activity charges attach at enrollment - waivers from admissions carry forward. First invoice generates on go-live date families expect, not after frantic spreadsheet merge.

Parent portal activation

Enrolled students trigger guardian account invites. Login letter merges portal URL and temporary reset flow. Reduce first-week password desk queue.

Reporting for leadership

Enrollment funnel: accepted, checklist in progress, enrolled, no-show. Compare targets by grade and campus for mid-year intake meetings.

Mid-year transfers in

Same checklist abbreviated for mid-term joiners. Prior school transcript upload slot. Timetable assigns available sections without rebuilding whole roster.