ADMISSION WIZARD 4 in 1
The
Admission Wizard interface seamlessly integrates the process of
enrolling students, creating parent/guardian profiles, and generating
both standard and recurring invoices for families, consolidating these
tasks into one efficient workflow.
Step 1: Student Registration
Input Student Information:
- Enter the student's demographic information.
- Assign the appropriate grade and group.
- Upload relevant documents.
- Enable expiration alerts for any applicable documents.
- Activate student portal access and allocate provisional login credentials.
- Enter an email linked to the student and generate a password for access to the student portal.
For Families with Multiple Children:
- Click on "Add another student" to add another child.
- Enter the demographic information for the second child.
- Repeat the process for each additional child by clicking "Add another student" and completing the corresponding information.
- Once all children are added, click on "Continue" to finish the registration process.
Step 2: Parent/Guardian Registration
Input Parent/Guardian Information:
- Enter the primary parent/guardian's demographic information.
- Include supplementary details such as workplace information, emergency contacts, and both postal and physical addresses.
- Upload relevant documents for the parent/guardian.
- Enable parental portal access.
Step 3: Creating Non-Recurring Invoices
Generate Invoices:
- Create and customize invoices according to the specific needs of the family.
- Include details such as payment items, due dates, and any other relevant information.
Step 4: Creating Recurring Invoices
Generate Recurring Invoices:
- Create recurring invoices similar to non-recurring ones.
- Establish the billing period's start and end dates.
- Specify the payment execution date if the parent enables AutoPay functionality.
The Admission Wizard simplifies the complex enrollment process, ensuring a seamless experience for families and administrators alike. Embrace efficiency and clarity with every step.