Adding a New Student to an Existing Enrollment and Redistributing Hours

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• How do I rematch an existing enrollment?

  In the top menu bar,  hover over Matching and click Matched Students   Find the student you would like to remove a match from and click the Remove icon Go to Client Care > Students to find the student you just removed the match for Click the Filter ...

• Adding a lead

  To add a lead:  In the top menu click on Lead to Consult > Leads, the LIST OF ALL LEADS page appears Click Add a Lead from the left panel In the BASIC INFORMATION Section fill out the following: Channel: The source of how the lead was generated Lead ...

• BANG: Re-Enrollment Process

  Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...