Families & Students

How to re-enroll a family for a new academic year

Quick answer: Apply the new academic year tag to the family and update any student grade or program changes for the new year.

Step-by-step (one family)

1. Open Contacts and find the family.
2. In the family record, apply the new academic year tag (for example, enrolled 27/28).
3. Most schools keep the previous year's tag too, as a history marker. Confirm with your team.
4. For each student, update their grade or program to reflect the new year.
5. If the family is signing up for a new tuition plan, assign it in the tuition section.
6. Send the family any forms that need re-submission for the new year.

Doing this in bulk

At the start of an academic year, you'll usually re-enroll many families at once. Build a smart list of returning families and use bulk actions to apply the new academic year tag to all of them in one step. See "How to add a tag to multiple families at once."

Tips

• Re-enrollment season is a good time to clean up stale data. Check parent emails and phone numbers — these often go out of date between years.

Related articles

• The academic year tag and what it controls
• How to add a tag to multiple families at once