The prospect students can be entered using the Add New Student- if you have all of the information required in the form.Then change the status to Prospect until the student is ready to enroll. When you use Add New Student form, it will create a parent user login and the family link for the students entered.
Another way is to use the Add New Sibling button which will be the old way of adding students. You can enter the student, email, birthday if you have it. If you are going to enter in further contact information like a mailing address or guardian information set the student to Active. Enter the tab information for the prospect and then change the status to Prospect.
(By using the Add sibling button a parent user and a family link will not be created.)
You are able to email or run labels for your prospects and see a list of them.
To email, set the User group to Prospect Students or Prospect student parents if you entered information on the guardian tab.
To run mailing labels you can go to Report-Label Report-Student Address Labels. Select Prospect.
If a prospect becomes a student and you used the Add Sibling, you can just use Add New Student with the information from the registration. It will create the student again. If they were created originally using the Add Student- A family and a parent user were created and you need to go find the prospect in the Inactive student list edit them and change the status to Active.
It really depends on how much information you have when gathering a prospect’s information.
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