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 outreach to clients, and determine who to include in re-enrollment campaign emails.
To run the Re-Enrollment Report:
1. Navigate to the Reports tab. Click Franchise Reports and select Re-enrollment Report.
2. The Remaining Hours Threshold limits which enrollments appear on the Re-Enrollment Report. Only enrollments with hours equal to or less than the specified value, defaulting to 15 hours, will appear. Adjust this value to control the maximum hours for inclusion in the report.
3. Click on the "Hours Remaining" field to filter from the fewest to the most remaining hours.
You can also assign a specific contact to a team member in your office responsible for follow-up regarding their renewal. Once they've contacted the client, it's recommended to add a note by clicking the "+" icon in the notes field to document the conversation and the client's decision on whether to renew or not.
Adding Renewal Enrollments
If a client plans to renew their enrollment, please follow the steps below to add the renewal in BANG.
1. Navigate to the Client Care tab and click Enrollments.
2. Use the "filter" icon to narrow down results by contact name or student name. Enter the name and click "search."
3. This will display all of the client’s active and closed enrollments. Click on the client's most recent enrollment at the top of the page, then click the shopping cart icon to enter the renewal.
4. Under the "Hours Summary" section enter the hours, hourly rate, session (min), session/week for the renewal enrollment.
5. Click Save. The enrollment type will now be marked as "Renewal."
Recap Report
The Recap Report shows all sales within a specified time period based on the date filter you set. Use this report to differentiate between new sales and renewals, analyze new sales by lead source, identify which lead sources are driving the most sales and understand how this impacts your marketing strategy, to determine your F4 and average renewal values and explore any opportunities to leverage these numbers for business planning.
To run the Recap Report:
1. Navigate to the Reports tab. Click Franchise Reports and select Recap Report.
2. The recap report will show you the lead source, sale date, enrollment type (new or renewal), sale value, and balance due.
Closing Enrollments
If a client is not renewing, follow these steps to close the enrollment.
1. Navigate to the Client Care tab and then click on Enrollments.
2. Use the "filter" icon to narrow down results by contact name or student name. Enter the name and click "search."
3. This will display the client’s active and closed enrollments. Click on the "X" icon to cancel the enrollment.
4. Click "OK."
5. Select a cancellation reason and verify that the remaining balance is set to "0.00".
If there are hours remaining on the enrollment, refer to these articles for more information
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Renewing Enrollments
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