Summer Camp Registration Workflow Guide

Source One Software

  1. Access the onboarding form to create child and guardian accounts for new registrations. For returning students, update the primary account holder record directly.

  2. Ensure students are added to the opportunity pipeline by checking the ‘Summer Camp Weeks Enrolled’ section and saving any changes.

  3. If previous enrollment weeks are not reset, use the ‘SC: Remove Enrollment Weeks’ tag to clear all weeks.

  4. Verify that all weeks have been removed by refreshing the record and checking the weeks section.

  5. To re-enroll students in all weeks, apply the ‘Add Enroll to Weeks’ tag. This will also update the opportunity pipeline.

  6. Confirm that all weeks are enrolled and the student is added to the opportunity pipeline by reviewing the enrollments section.

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