Guide & Eligibility Daily Check & Offer Classes Hold Follow Up  Age Out Process

Accepted

1. Determine if it is a new or a transfer enrollment.
   If a a new enrollment use the "WL enrollment complete" gmail template to highlight they need to log on to complete payment and to look for the confirmation for the iCP email address.
   No gmail response is needed for transfers.
2. Delete waitlist requests unless reply notes request differently.
3. Adjust and/or add ledger.
4. Close and comment on family notes
5. Delete class note.

Rejected

1. Determine what requests to keep or delete based on the reply.
   Reply to the email “Thank you for your response! We will offer it to the next swimmer waiting.”
2. Do any notes that need to be updated to each request?
3. Close and comment on family notes
4. Delete class note.

Step 1

Locate Swimmer

1. Delete all wait requests unless reply request is different
2. New Class Enrollment or Transfer Current Enrollment
3. Locate the day/time/level/instructor we have held for them
4. Verify start/end dates are correct before completing enrollment

Step 2

Adjust and/or Create Ledger

1. Correct Charge or create a New Charge
2. Run card on file and send receipt

Step 3

Notes

1. Family Notes - turn note to low and close note with an appropriate comment
   ex: (cont) declined, (cont) accepted
2. Class Notes - Locate class and delete note. It is no longer needed.