This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.
Further Reading
Do you have existing students in TUIO that you’d like to add to another program or move to a different one? The Update Enrollment action makes this easy—no need to manually re-enroll students.
Add vs. Move
When updating enrollments, you’ll have two options:
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Add: Keeps the student in their current program while also enrolling them in another one.
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Example: A student is already in your Tuition Program, but you want to add them to an After-School Care or Field Trip program.
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Move: Transfers the student to a new program and removes (archives or deletes) them from the original one.
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Example: A student is switching programs, and you no longer want them billed for the original program.
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How to Add or Move Students
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Go to your Enrollments tab.
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Select the student enrollment(s) you want to update.
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For multiple students, use the checkboxes and then click ACTIONS at the bottom of the screen.
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For a single student, click the 3 vertical dots on the right-hand side of their row.
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Choose Update Enrollments.
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On the next screen, decide whether to:
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Add the student to the new program (keeping them in the original one).
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Move the student to the new program (archiving or deleting the original enrollment).
You’ll also have the option to:
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Add only, or
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Add & Set Payment Plan/Discount if you’d like to assign a discount and/or payment plan right away.
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