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AdminsAdmissions
Convert an accepted applicant into a student
A screen recording of Pearspark doing exactly this in a sample school, and the same 8 steps written out below in the labels you'll see on screen.
How to convert an accepted applicant into a student
- 1Click Admissions under People in the sidebar
- 2Find the applicant in the pipeline table (the search box takes a name)
- 3An applicant must be marked Accepted first (Edit on the row, tick Accepted, Save) — only then does the row show an "Enroll" link
- 4Click "Enroll" on the row — it opens a review page headed "Enroll {name}"; nothing is created yet
- 5Read what the application would create, all ticked — Student record, Parents & guardians, Allergies — and heed the amber banner about severe allergies, which will be flagged to every staff member
- 6Untick anything you don't want created; the full application stays on the student record either way
- 7Click "Enroll student" — the student is created as active with their guardians attached, any enrollment fee is billed, and the family gets a welcome email
- 8You land on their student page. Finish their profile there: guardians, health info, class enrollment
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.
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Do it in your own school
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