Enrollment connects the Student, Course, Fee Plan, tuition and the Student's course rights. For a new Student, use the Student Enrollment workflow instead of creating only a Student record.
Before you start
Confirm that:
- the Course has been created and is available for enrollment;
- the Course has an available Fee Plan;
- you are working in the correct campus;
- your account has Enrollment permission.
Step 1: Complete or confirm the Student information
Open Student Enrollment.
Complete the Student and Contact information.
The current Enrollment workflow includes information such as:
- Student name;
- Gender;
- Date of Birth;
- Start Date;
- Tags;
- Contact Name;
- Contact phone number;
- additional optional Student information.
Click Next Step when the Student information is complete.
Step 2: Select the Courses
Select the Course and its Fee Plan.
Complete the fields required for the Fee Plan type.
By Hour
- Paid Hours
- Course Price
- Complimentary Hours, if applicable
- discount, if applicable
By Term
- Course Duration / validity period
- price or discount information
Important: The current system does not allow By Hour and By Term Courses to be selected together in the same Enrollment submission. If both types are selected, Artstep asks you to reselect the Courses.
Optional: Assign the Student to a Class
You can select a Class during Enrollment.
When a Class is selected, the Student is added to that Class after successful Enrollment.
The normal Class-selection control is not shown for One-on-One or Booking Courses; continue those Courses through their corresponding teaching / Booking workflow.
If a normal Group Class is not yet decided, you can assign the Student later.
Complimentary Hours
When Complimentary Hours are included:
- their unit price is 0;
- they are non-refundable;
- they are non-transferable.
Step 3: Confirm and submit the Invoice
Review the Course, Fee Plan, Credit Hours / Course Duration, discounts and amount.
Click Confirm and Submit Invoice.
After submission, Artstep first creates the related Invoice and then moves to Payment Information, where staff can continue with payment / payment-recording actions.
For payment, outstanding balance and Receipt handling, see the finance article.
Expected result
Successful Enrollment creates the Student's Course rights and related tuition/order records.
You can then continue with:
- Class assignment;
- Scheduling;
- Attendance;
- Renewals;
- Invoice and Tuition management.