New ensemble enrolment can be quickly added from the Ensembles/Classes tab on the relevant student's record by selecting New Record (the green plus button).
The new ensemble enrolment record will open in Ensemble Enrolment Form View. Add details from top to bottom where possible.
Joining Date records when the enrolment commences. If a future date is selected, Status will be locked to 'Pending' until that date.
Joining Date fills automatically determined by the Default Enrolment Date setting. The setting can be changed using the Edit button (pencil icon) next to Enrolment Date. If Default Enrolment Date is blank, Enrolment Date will default to the current date.
Next, enter the Enesmble/Class Name. If the required selection is not available in the dropdown list, check whether the ensemble is listed and active in the Ensembles File (see Manage Ensembles). If it is absent it will need to be added (see Add Ensemble Procedure Checklist).
Once Ensemble/Class Name has been entered, Teacher and Lesson Type will autofill according to the settings on the Ensemble.
Once Lesson Type has been entered, Lesson Fee, Quantity, and Total Fee, will autofill according to the default settings for the lesson type. When billing in advance, special procedures should be followed if it is a late enrolment. See Billing During the Term.
Subgroup, Part, and Desk are optional fields which can be used to distinguish students within an ensemble. Options in the Subgroup dropdown are configured in the ensemble setup (see Add Ensemble Procedure Checklist).
Next, enter a Discount Description as required. If the required selection is not available in the dropdown list, it will need to be added as a discount to Fees. (See Manage Discounts.)
Once Discount Description has been entered, Type and Discount Amount, will autofill according to the default settings for the discount.
Enrolment details can be sent to the teacher. See Send Enrolment & Termination Details to Teacher.
Adding in bulk
Ensemble enrolments can be created in bulk for a found set of students using Scripts > Send to Ensembles File.
Enrolments added in this way should be individually checked and additional information added.