Enrolling a student in Private Lessons

This section outlines the process for enrolling a student in Private Lessons from an Inquiry Form.  If you are not using the Inquiry Form, you can skip to the Enroll Student section. 

Before enrolling students, please check that you have fully set up your system:

• Set Up > User Access
• Set Up > Features
• Set Up > Lessons
• Learn more about the Lesson Inquiry Process

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1. Find the New Student Inquiry
2. Select the student
3. Enroll your student

1 - Find the New Student Inquiry

1. On the Navigation menu, click Private Lessons, and then click Lessons.
2. In the ellipsis menus , select Lesson Inquiries
   
   
   
   

3. This page defaults to all 'New' inquiries, sorted by most recent first.  Use the Status filters at the top of the page to find all inquiries.

4. Click the tiny arrow in the left border to expand the inquiry.  
   
   

5. Select Instructor (optional) - You can keep their preferred instructor or select a new one.  If you want, you can change the status to Assigned.  This will put an alert on the teacher's page that they have a new student coming in. assigned to assign this student to the Instructor selected, or change the instructor.  

6. Select Status (optional).  These are the default statuses.  You can create more statuses to manage your placement process in Features. 
   1. New Inquiry
   2. Assigned - this student has been assigned to the selected Instructor. (This does not enroll the student)
   3. Enrolled - this student has been enrolled.

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2 - Select your student

If you do not use the Inquiry Form:

1. On the Navigation menu, click Private Lessons, and then click Enrollments.
2. In the ellipsis menus , select Enroll Student
3. Select your student
   
   

If you DO use the Inquiry Form:

1. On the Navigation menu, click Private Lessons, and then click Lessons.
2. In the ellipsis menus , select Lesson Inquiries
3. Select your student and click the Enroll link 

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3 - Enroll your student!!

Complete all fields.  More info

 When you have completed your enrollment, you'll be taken to the Invoice.  Here you can:

• Email the invoice to the student 
• Accept payment, add a class, add a discount, put it on a payment plan and more. More info.