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AdminsAdmissions

Add an applicant and enroll them as a student

A 60-second screen recording of a real school doing exactly this — and the same 6 steps written out below, in the labels you'll see on screen.

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How to add an applicant and enroll them as a student

  1. 1Click Admissions under People in the sidebar
  2. 2Click Add applicant, fill in the family's details, and click Add applicant
  3. 3As the family progresses, click Edit on their row to check off pipeline steps (Applied, Rec, Int. set, Int. done, Accepted, Letter, $250)
  4. 4When they're accepted and registered, click Set as student on their row
  5. 5Confirm the prompt — a student record is created and added to your roster as active
  6. 6Click the green Student link on the row to jump to their new student page

Part of Admissions, enrollment & re-enrollment

A public application form that feeds a checkpoint pipeline, interviews with named interviewers, one-click enrollment, and spring re-enrollment that chases its own responses.

All 14 videos in this group About this feature

Next in this group

Import applicants from CSVAdmins
Schedule an applicant interview and assign interviewersAdmins
Open re-enrollment and chase responsesAdmins
Confirm your child is returning next yearFamilies

Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

Try the live demoSubscribe on YouTube