Overview
Within the Enrollment Module, there are several statuses that students can be placed into, including some with unique behaviors within the system.
For information on other statuses and roles in Finalsite Enrollment, click here.
Enrollment Stages & Statuses
Enrollment: The Enrollment stage includes any student who in the enrollment process, but not yet considered fully enrolled at your school (due to incomplete checklist items, account holds, etc.). The Enrollment Stage consists of the following statuses:
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Enrollment in Progress - A student enters this status through a manual status change (in bulk or individually).
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Academic Hold - A student who is placed on academic hold for that year. This is a manual status change by an admin. The parent will not be able to access and complete the enrollment contract and checklist while the student is in an academic hold status. The text “Account is on hold; please contact us for details” is displayed in the Parent Portal, but the specific type of hold is not visible.
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Financial Hold - A student who is placed on financial hold for that year. This is a manual status change by an admin. The parent will not be able to access and complete the enrollment contract and checklist while the student is in a financial hold status. The text “Account is on hold; please contact us for details” is displayed in the Parent Portal, but the specific type of hold is not visible.
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Mid-Year Withdrawal - A student who decided to withdraw in the middle of the year. This is a manual status change by the admin. Parents/Guardians will no longer see the student in the Parent Portal and the enrollment checklist is no longer available. The role of Former Student is automatically assigned to the contact when they are placed in this status.
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Not Enrolling - A student who is not returning for the next school year or who did not enroll during the enrollment window. This is a manual status change by the admin. Parents/Guardians will no longer see the student in the Parent Portal and the enrollment checklist is no longer available. The role of Former Student is automatically assigned to the contact when they are placed in this status.
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Any custom enrollment statuses you have created - These statuses are set manually by the admin.
Enrolled: The Enrolled stage includes any student who has completed all required items on their enrollment checklist and is considered fully enrolled at your school. The Enrolled Stage consists of the following enrollment statuses:
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Enrolled - A student that completed all required items on their enrollment checklist. This status change happens automatically once the last required enrollment checklist item is marked complete.
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Any custom enrolled statuses you have created - These statuses are set manually by the admin.
Enrollment Type
The Enrollment Type field indicates whether a student is new to being enrolled at your school, or returning for another year. All students in Enrollment will have an Enrollment Type.
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New Student: When a student is manually moved from an Admissions status to Enrollment in Progress for the first time, they are assigned the Enrollment Type of 'New'.
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Returning Student: When an existing enrolled student is rolled over to the next year, their Enrollment Type changes from 'New' to 'Returning' and will remain as 'Returning' for any subsequent terms.
You can use Enrollment Type to set different checklist items or fee amounts for new vs. returning students:
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Checklist Items: You can configure this in the 'Criteria' section when editing the checklist item details.
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Contract Fee / Custom Fee Rules: Must be configured by our Support team.
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