Families & Students

How to handle a family transferring out

Quick answer: Mark the family as withdrawn, add a note explaining the transfer, and confirm with your billing team that any tuition plan is closed out properly.

Step-by-step

1. Open the family's record from Contacts.
2. Add a note describing the transfer — where they're going, effective date, reason if shared.
3. Remove the current academic year tag and apply a withdrawn tag.
4. Contact your billing team to handle any remaining tuition. Depending on policy, the family may owe a balance, be entitled to a partial refund, or settle at zero.
5. If the receiving school requests records, follow your school's records-transfer policy.

What to keep

• The family record itself — they may return.
• All notes about the family — useful context if they re-enroll later.
• Payment history — for your school's own records.

Tips

• For amicable transfers, families often appreciate a brief follow-up message wishing them well. Small touch, long-term goodwill, and these families sometimes return.

Related articles

• How to mark a family as withdrawn