Annual Process Checks: Prior to enrolments

Before enrolments open, we recommend completing the following:


  • Review your enrolment form to ensure everything is accurate and up to date
  • Review and update the copy in your enrolment email templates as needed
  • Confirm the "retain enrolled status" workflow is in place. This automation is designed to return a child back to the status of enrolled if they have already submitted an enrolment form for the given care period and they undergo a program change.
  • Test the enrolment form end-to-end with a test child, including any approval processes if applicable. This will ensure that the information provided in the enrolment form is mapping to the field's child profile as expected.


If you'd like us to assist with a review or test alongside you, just let us know!

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