Prepare: User Checklist to Open Re-Enrollment

What is covered in this article?

1. Calendar Dates
2. Re-Enrollment Forms
3. Re-Enrollment Packets
4. Finalize Set Password Message
5. Notify Families
6. Update Communications and Messaging to Families

User Checklist for Re-Enrollment Launch in SchoolMint

1) Set Re-Enrollment Start Date and Re-Enrollment End Dates *Required

• Settings > Set Up Calendars & Dates 

2) Finalize Re-Enrollment Forms *Required

• Settings > Manage Forms > Custom Forms
• Ultimate Guide to Editing Forms
• * Tip: A common update needed is to refresh custom text with school year dates (For example, changing “2020-2021 form” to “2021-2021 form”)
• *Tip: For help on which custom fields to use, click on "Show Me How" in your form editing view and refresh  
• Ensure forms meet your SIS requirements
  • In order to ensure clean data collection and smooth data migration to your SIS, it is crucial to make all re-enrollment form updates before launching online re-enrollment with your families. 
  • * Please note that any questions regarding your forms must be requested at least two weeks before your re-enrollment launch to be processed by the SchoolMint team. Please direct all questions to the Admin Support Team at [e-mail]. 

3) Build/Edit Re-Enrollment Packet *Required

• Settings > Manage Re-Enrollment Packets
• How to create a re-enrollment packet
• How to add milestones to your re-enrollment packet
• * Tip: If you have new schools or grades this year, make sure you add them to the re-enrollment packet

4) Finalize your Set Password message *Required

• Settings > Manage Automatic Message and Email Templates > Set Password Message
• *Tip: Include the username variable in case families forget their username. 

5) Notify families that Re-Enrollment is open *Required

• Admissions > Manage Re-Enrollments > Select all of your students > Select Bulk Action > Send Set Password Message

6) Update Communications and Messaging to Families *Optional but Recommended

A) Update Custom Messages

• Settings > Manage Custom Messages
• Update the custom messages that families see when they log in to SchoolMint to re-enroll
• * Tip: Popular Custom Messages: Log In, Student Dashboard or Header Message

B) Update Automatic Text / Email Text Messages

• Settings > Manage Email/Text Messages
• Relevant Messages: Re-Enrollment Completed, Re-Enrollment Verified
• * Tip: Customize re-enrollment related notifications to inform families of school-specific information, dates, and next steps for your school.

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Still have questions? Email us at [e-mail].