This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.
Further Reading
How to Change the Parent Associated with a Student Enrollment
In some cases, you may need to change the parent account linked to a student's enrollment after the student has already been enrolled in a program. How you proceed will depend on the status of the current parent account and the reason for the change.
Option 1: Parent Account Not Yet Active
If the parent has not yet activated their TUIO account:
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Click on the parent’s name to edit the email address on their profile.
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Resend the enrollment invitation to the updated email address.
Option 2: Parent Account Is Active
If the parent’s account is already active and they simply want to update their email address:
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They can do so themselves by logging into their TUIO portal and navigating to the My Account tab.
If they are unable to update the email, or you need assistance:
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Email support@tuiopay.com with the account details and request the change.
Option 3: Enroll Under a Different Parent Account
If the enrollment needs to be moved to a completely different parent account, follow these steps:
Step 1: Add the New Parent to the Student (if applicable)
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Go to the Students tab.
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Click the three dots next to the student’s name and select Add Parent.
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In the dialog box, enter the parent’s email address and name.
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This will add the new parent to the student and the organization.
Step 2: Create a New Enrollment Under the New Parent
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Go to the Enrollments tab and click Create Enrollment in the top-right corner.
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Follow the steps to replicate the original enrollment for the student under the new parent account.
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Set the correct payment plan and adjust the invoices, as needed.
Step 3: Archive the Old Enrollment
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Once the new enrollment is complete, archive the previous enrollment that was under the original parent account.
Tip: After setting up the payment plan in the new enrollment, click Update to finalize it. Once everything is confirmed and the old enrollment is archived, you can click Notify Parent to inform the new parent of the enrollment.